Elder Law Paralegal: Medicaid & Estate Planning

TBG | The Bachrach Group; Hartford (CT); On-site; USD 52,000 - 76,000; Full time

Job summary

The Bachrach Group is seeking an experienced Paralegal for its Elder Law and Trusts & Estates practice in the Hartford area. The role focuses on Medicaid planning, long-term care strategies, and comprehensive estate planning for individuals and families.

You will prepare legal documents, interact with clients, and support attorneys across multiple ongoing matters, ensuring accuracy and timely filings within a sensitive legal environment.

Qualifications

• Previous experience as a Paralegal or Legal Assistant.
• Direct Elder Law experience, particularly with Medicaid planning and applications.
• Experience with long-term care planning, trusts, wills, probate, and estate administration.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple cases, prioritize deadlines, and work independently.
• Strong document preparation, proofreading, and case management skills.
• Comfortable communicating directly with clients and their families.
• Proficiency with Microsoft Office and legal case management systems.
• Paralegal certificate or relevant degree preferred, but not required with applicable experience.
• Familiarity with estate planning, probate, and Medicaid procedures in the applicable state is a plus.

Responsibilities

• Assist attorneys with Elder Law and Estate Planning matters.
• Assist with Medicaid planning, applications, eligibility requirements, and long-term care planning.
• Draft and prepare wills, trusts, powers of attorney, healthcare directives, and related legal documents.
• Assist with probate proceedings, estate administration, and trust administration.
• Gather and review financial records, asset information, and supporting documentation for Medicaid applications and estate planning matters.
• Prepare court filings, petitions, correspondence, and other legal documentation.
• Communicate with clients and family members to obtain necessary information and documentation.
• Coordinate with attorneys, courts, financial institutions, and relevant agencies as needed.
• Schedule client meetings, coordinate document signings, and manage follow-up items.
• Maintain organized client files, monitor case progress, and track important deadlines.
• Provide a high level of client service while handling sensitive legal and financial matters.

Skills

Paralegal experience

Elder Law exposure (Medicaid)

Long-term care planning

Wills, trusts, probate

Organizational skills

Written and verbal communication

Case management

Client communication

Independent work

Attention to deadlines

Microsoft Office proficiency

Education

Paralegal certificate or relevant degree

Tools

Microsoft Office

Job description

The Bachrach Group is seeking an experienced Paralegal for its Elder Law and Trusts & Estates practice in the Hartford area. The role focuses on Medicaid planning, long-term care strategies, and comprehensive estate planning for individuals and families.

You will prepare legal documents, interact with clients, and support attorneys across multiple ongoing matters, ensuring accuracy and timely filings within a sensitive legal environment.