Overview
Elder Law Medicaid Paralegal Jobs in Lake Success, NY at Abrams Fensterman
Job Title: Paralegal for Estate Administration / Probate
About the Firm & Position
We are a law firm focused on providing clarity, structure, and support during life’s most challenging transitions. Our practice emphasizes well-being for both our clients and team members, ensuring a professional yet compassionate approach to estate administration and probate matters.
As a Paralegal for Estate Administration/Probate, you will manage a high volume of estate cases, guiding clients through probate filings, trust administration, and asset distribution. Your role involves gathering essential documents, identifying potential obstacles, developing strategic solutions, and ensuring estates are closed efficiently. This position requires both empathetic client communication and meticulous legal case management to provide peace of mind to those navigating the probate process.
Key Responsibilities
Client Coordination & Communication
Lead clients step-by-step through estate settlement, probate filings, and trust administration processes.
Communicate regularly (phone, email, Zoom) to keep them apprised of progress, next steps, and to answer questions with clarity and compassion.
Case Strategy & Organization
Collaborate with an attorney and another experienced paralegal to develop a “Declaration of Inventory” for each case, detailing goals, tasks, and anticipated obstacles.
Maintain organized case files and progress checklists to ensure consistent, structured workflow.
Document Collection & Preparation
Gather and review documentation (e.g., 1099s, Social Security statements, home sale records) needed to finalize estate and trust administration.
Coordinate with banks, IRS, and other institutions to obtain essential records.
Problem-Solving & Process Improvement
Anticipate challenges—such as missing documents or unclear property transfers—and propose creative, compliant solutions (i.e., “Plan B”) in collaboration with the team.
Identify opportunities to streamline and improve existing estate administration processes.
Compliance & Reporting
Track critical deadlines and ensure timely filings of final tax returns, court submissions, and closing statements.
Maintain accurate, up-to-date records of all communications, filings, and compliance-related tasks.
Team Collaboration
Participate in weekly meetings to discuss case progress, troubleshoot challenges, and brainstorm ways to refine and improve workflows.
Provide input and feedback to enhance the client experience and the firm’s overall approach to estate administration.
What Success Looks Like
You maintain a well-managed caseload where clients feel supported, informed, and confident in the path forward.
You anticipate and address hurdles before they escalate, keeping cases on track toward final closure.
You collaborate proactively with the attorney and paralegal to ensure continuous process improvement, making the client experience smoother over time.
You maintain your own well-being—balancing efficiency, accuracy, and empathy—so that you can sustainably serve clients at a high level.
Qualifications
Experience: Paralegal, legal assistant, or case manager background preferred, especially in probate/estate administration.
Skill Set: Strong organizational and communication skills; ability to manage multiple ongoing tasks in a fast-paced environment.
Problem-Solving: Ability to think creatively and methodically to overcome case-related challenges.
Mindset: Positive, proactive, and dedicated to helping clients move forward—even under stressful circumstances.
Technology: Comfortable working in legal case management systems, using email, and quickly adapting to new software tools.
Employment Terms
Type: 1099 contract role with a 3-month probationary period.
Hours & Location: Flexible, depending on client volume and your availability, with a goal of ensuring timely communication and case progress. Can work from our office based in Glenview, IL or remote during CST time. Must be US based.
Compensation: Competitive hourly or project-based rate, based on experience and workload.
Why Join Us
Impactful Work: You will play a crucial role in alleviating stress and bringing clarity to families dealing with the loss of a loved one.
Supportive Team: You’ll collaborate with caring professionals who are committed to your well-being as well as the clients’.
Growth & Development: Our processes continue to evolve and improve. Your input and problem-solving insights will help shape the future of our estate administration practice.
Meaningful Environment: We believe in balancing diligence with empathy, ensuring that both our team members and clients feel valued, heard, and respected.
If you are motivated by the idea of guiding clients through challenges, solving puzzles daily, and making a tangible difference in people’s lives—all within a supportive and forward-thinking law firm—we would love to connect.
Job Type: Full-time
Pay: $20.00 – $40.00 per hour
Expected hours: 40 per week
Benefits:
Paid time off
Schedule:
8 hour shift
Application Question(s):
Do you have prior experience working as a paralegal, legal assistant, or case manager? If so, please describe your experience, including any probate or estate administration work.
What case management software or legal tools have you used in previous roles?
What is your experience with drafting probate court documents (e.g., petitions for probate, letters testamentary, inventories, final accountings)
Have you assisted in preparing and filing federal and state estate tax returns (Forms 706, 1041, etc.)? If so, what was your level of involvement?
Do you have experience conducting legal research on estate administration issues? What research databases (e.g., Westlaw, LexisNexis) have you used?
Experience:
Probate Paralegal: 1 year (Required)
Work Location: Remote
Title: Elder Law Medicaid Paralegal
Company: Abrams Fensterman
Location: Lake Success, NY
