Career Opportunities

Job Title: ELDER CARE COORDINATOR

Title of Immediate Supervisor: ASSOCIATE ATTORNEY/

CHAIR OF THE LIFE CARE PLANNING

PRACTICE AREA OF THE FIRM

SUMMARY

The elder law coordinator oversees the coordination of the client's health and long-term care, serves as an advocate, and empowers the client and family with the knowledge one needs to make the right decisions in every circumstance.

GENERAL POSITION DUTIES AND RESPONSIBILITIES

1) Conduct care assessment to uncover potential problems and find solutions

2) Help locate and hire in-home help and other services

3) Coordinate with medical and health care providers

4) Review medical issues and offer referrals to other geriatric specialists to provide appropriate care in a way that conserves financial resources

5) Help plan for the possibility of incapacity or disability

6) Provide support, guidance, and advocacy during a crisis

7) Arrange for alternate housing, if needed

8) Help to coordinate transfer and transportation of the client to or from home or community residence

9) Provide education and support

10) Prepare and guide the client and family through the Medicaid application process, VA application process, guardianship, and other legal proceedings that impact the client's care

11) Work in collaboration with other members of the Firm and support team serving the client, including long-term care administrators, accountants, physicians and financial planners to ensure that the right professional is helping the client at the right time

12) Act as a community liaison, develop business for the Firm, and speak on behalf of the Firm and the Firm's holistic approach to Elder Law

POSITION SPECIFICATIONS

1) LSW, MSW preferred

2) Minimum of 3 - 5 years of geriatric case management and /or other geriatric social work experience

3) Comprehensive knowledge of the long-term care system and services/resources including housing in the Hampton Roads area

4) Experience and understanding of government and entitlement benefits, Social Security, Medicare, Medicaid, etc.

5) Maintain current professional licensure, if applicable

6) Valid Virginia driver's license and proof of insurance

7) Full time, Direct Hire - Extensive travel within Hampton Roads may be required

8) Skills & Abilities: Excellent working knowledge of Microsoft Office Suite products and computer skills; strong work ethic; outstanding interpersonal skills; ability to interact effectively with staff, families, and other long-term care professionals; demonstrated ability to lead change and effectively manage conflict and crisis situations; excellent written and verbal communication skills; excellent planning, organizational, budgeting and interpersonal skills.


Job Title: DRAFTING PARALEGAL

Title of Immediate Supervisor: ATTORNEY / OWNER

SUMMARY

Drafts any and all documents pertaining to estate planning for a client from instructions given by attorney; responsible for revising and maintaining the estate planning template forms and form books for the Firm; responds to general client inquiries regarding non-legal matters; assists clients with trust funding issues; drafts funding transfer documents as necessary under supervision of attorney; assists attorney and/or administration paralegal with the administration of estates and trusts; monitors suspense dates; serves as liaison between client and attorney as necessary; maintains assigned client files (to include filing); performs legal research as assigned; oversees general office operations.

GENERAL POSITION DUTIES AND RESPONSIBILITIES

i) Daily or as required:

a. Draft estate planning documents for and related correspondence to or on behalf of clients as instructed by Attorney;

b. Draft documents necessary to facilitate trust funding as instructed by Attorney;

c. Enter time in time and billing system daily;

d. Open and maintain assigned files (to include daily filing for assigned files);

e. Client contact as instructed by Attorney;

f. Monitor suspense dates and regularly meet with Attorney to review pending issues and status of files;

g. Maintain all estate planning and funding forms and templates;

h. Maintain Hot Docs EP system;

i. Supervise lower level staff as assigned.

ii) Weekly or as required:

(1) Performing computer document and e-mail clean up;

(2) Will/Trust template maintenance;

c. Review status of all pending plans.

POSITION SPECIFICATIONS

1. Education: Paralegal training in will/trust drafting and estate/trust administration;

2. Experience: On-the-job experience or educational background required;

3. Skills & Abilities: Good typing skills required; proficiency in Microsoft Word, Microsoft Access, Microsoft Excel, and Microsoft Outlook required; strong organizational skills mandatory; ability to work independently required; ability to get along with others and communicate effectively is a must; team player

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The Peninsula Center for Estate and Lifelong Planning
461 McLaws Circle
Suite 2
Williamsburg, VA 23185

Phone: 757-847-5596
Phone: 757-969-1900
Fax: 757-969-1903
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