Medicaid, Estate Planning and Probate Paralegal

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