Medicaid, Estate Planning and Probate Paralegal

Tyler and Maderer, PLLC; Spring (TX); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Life insurance

IRA with employer match

11 government holidays off

Job summary

Tyler & Maderer, PLLC, a Spring, TX law firm, seeks an experienced paralegal to support Medicaid planning, estate planning, and probate. This is a hands-on role with autonomy and client-facing work over the phone.

The ideal candidate has 3–5 years of paralegal experience in Medicaid planning and strong organization. Hybrid work begins after one month of in-office training, with comprehensive SOP development and ongoing training provided.

Qualifications

• 3–5 years paralegal experience in Medicaid planning at a law firm.
• Estate planning and probate knowledge is a plus but not required; training available.
• Strong phone communication and client-facing confidence.
• Excellent organization and ability to manage multiple deadlines.
• Self-starter with initiative and accountability to deadlines.
• Experience creating or improving office SOPs is a plus.
• Proficiency with standard legal office software and case management systems.

Responsibilities

• Manage Medicaid planning cases from intake through application submission.
• Serve as primary client contact via phone; provide clear, warm communication.
• Support estate planning matters (wills, trusts, powers of attorney); training provided.
• Support probate drafting and e-filing; training provided.
• Track deadlines and manage attorney's calendar and tasks.
• Draft and maintain SOPs for Medicaid planning workflows.
• Organize client files, correspondence and legal documents.
• Coordinate with government agencies and financial institutions on behalf of clients.
• Handle basic administrative tasks independently.

Skills

Phone communication

Organization

Initiative

Deadline management

SOP development

Legal software proficiency

Office/e-filing platforms

Tools

Case management software

Microsoft Office

E-filing platforms

Job description

Tyler & Maderer, PLLC | Spring, TX (Hybrid after the first month)

About the Firm

Tyler & Maderer, PLLC is a women-owned law firm serving Texas clients in estate planning, probate, elder law, special needs and trust consulting, guardianship, social security benefits and SSI, and long-term disability. We are growing our Elder Law practice, with a strong focus on Medicaid planning and applications, and are looking for a paralegal who wants to grow with us.

Position Overview

We are seeking an experienced, highly motivated paralegal to support our Medicaid planning, estate planning, and probate attorney. This is a hands-on role for someone who thrives with autonomy, communicates confidently and warmly with clients over the phone, and takes ownership of tasks and deadlines.

Key Responsibilities

• Manage Medicaid planning cases from intake through application submission, including gathering financial documentation, verifying eligibility criteria, and preparing applications
• Serve as a primary point of contact for clients via phone — our clients need a real voice, not just texts and emails
• Support estate planning matters (wills, trusts, powers of attorney, etc); prior experience is a plus but not required — we will train the right candidate
• Support probate practice: drafting documents and e-filing documents – prior experience is desired, but we will train the right candidate
• Track case deadlines and proactively manage the attorney's calendar and task list, following up to ensure nothing slips
• Draft, organize, and maintain Standard Operating Procedures (SOPs) for the Medicaid planning process, and continually identify ways to improve workflow efficiency
• Prepare and organize client files, correspondence, and legal documents
• Communicate with government agencies (e.g., Clerk of Court, HHSC), financial institutions, and other third parties on behalf of clients
• Handle basic administrative tasks independently

Qualifications

• 3–5 years of paralegal experience in Medicaid planning at a law firm (required)
• Estate planning and probate knowledge helpful, but not required — we're happy to train
• Excellent phone communication skills; comfortable and confident speaking directly with clients
• Strong organizational skills with the ability to manage multiple deadlines simultaneously
• Self-starter who takes initiative and completes routine tasks independently
• Comfortable managing up — keeping the attorney on track and accountable to deadlines
• Experience creating or improving office procedures/SOPs a plus
• Fast learner, detail-oriented, and efficient under deadline pressure
• Proficient with standard legal office software (case management systems, Microsoft Office, e-filing platforms)

Schedule

• Hybrid work will be discussed after one month of in office training
• Standard business hours (details to be discussed with candidate)
• Health insurance
• Life insurance
• IRA with employer match
• 11 government holidays off
• Firm closure December 25 – January 1 each year (paid)