Probate Paralegal
Worthington, OH - USA
Job Summary
Paralegal/Probate Elder Law & Estate Planning
Isaac Wiles is a Columbus based full service law firm where paralegals are valued as integral members of the legal team. Our collaborative mid sized environment offers meaningful hands on experience and direct attorney interaction across diverse practice areas. We believe great work comes from the right people working together and we invest in our paralegals growth professionalism and success.
We are seeking an experienced Paralegal to support attorneys in probate elder law special needs planning and estate planning matters. The ideal candidate will have hands on experience with Medicaid applications and probate administration.
Responsibilities:
- Assist with probate administration court filings inventories and accountings
- Prepare and submit Medicaid applications and supporting documentation
- Prepare gift tax returns and federal estate tax returns gift (and generation-skipping transfer) tax returns
- Support elder law and special needs matters including trust administration
- Maintain case files deadlines and client communications
- Draft estate planning documents (wills trusts powers of attorney health care directives)
- Communicate with clients courts government agencies and financial institutions
Qualifications
- Paralegal certificate or equivalent experience
- Prior paralegal experience in probate elder law and estate planning
- Medicaid application experience strongly preferred
- Strong organizational and communication skills
- Willingness to collaborate and work together as a team
- Ability to handle multiple tasks and work well under pressure
- Proficiency with Microsoft Office Estate Assist and HotDocs preferred.
Please forward resume and salary requirements to:. This employer is an Equal Opportunity Employer and is committed to providing equal employment opportunity to all employees and applicants without regard to race color religion age sex national origin disability sexual orientation gender identity veteran status or any other unlawful factor.