Medicaid, Estate Planning and Probate Paralegal

Job Description

Job Description

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)

Benefits

Health insurance

Life insurance

IRA with employer match

11 government holidays off

Firm closure December 25 - January 1 each year (paid)

Salary

Based on experience

Job Type: Full-time

Pay: $50,000.00 - $62,000.00 per year

Benefits:

401(k)

401(k) matching

Dental insurance

Health insurance

Life insurance

Paid time off

Retirement plan

Vision insurance

Work Location: Hybrid remote in Spring, TX 77379

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.