Job Description

Pay: $45,000.00 - $55,000.00 per year

Job description:

About the Firm

Nugen Law is more than a traditional estate planning and elder law firm. We take a Life Care Planning approach, which means we look beyond documents to help individuals and families plan proactively, navigate care needs, and protect what matters most throughout every stage of life.

Our work is highly collaborative. Attorneys, paralegals, and support staff work closely together to provide thoughtful, compassionate guidance. We value teamwork, communication, and a shared commitment to serving clients with clarity and care.

Position Overview

We are seeking a legal secretary/paralegal with no less than two years of experience in estate planning, elder law, probate, and guardianship matters to join our team and support our attorneys. Medicaid experience is a plus.

This role is ideal for someone who brings strong technical skills.

The legal secretary/paralegal is hands on and works closely with attorneys, team members and clients.

Key Responsibilities

• Be the first point of contact for clients.
• Answer Telephones.
• Draft and prepare estate planning, probate, Elder Law/Medicaid and guardianship documents, including the use of WealthCounsel drafting platform.
• Assist attorneys throughout the client process, from intake through document execution and follow up
• Maintain organized and accurate client files and documentation
• Communicate with clients in a professional, compassionate, and timely manner
• Track deadlines and assist with filings and administrative submissions as needed
• Prepare documents with accuracy and completeness
• Contribute to efficient case flow and consistent internal processes

Qualifications

• Two or more years of legal secretary/paralegal experience preferred, with strong exposure to estate planning, probate, and guardianships
• Familiarity with WealthCounsel or the ability to quickly adapt to new systems
• Strong drafting and organizational skills with a high level of attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple matters while working collaboratively with a team
• Comfortable working with clients during sensitive or emotional situations
• Proficiency with legal technology and document management systems - CLIO preferred but not required
• Elder Law/Medicaid application experience is preferable but not a requirement
• Associates or Bachelor's Degree Required

What We Are Looking For

• A dependable team player who enjoys collaboration
• A calm, steady presence for both clients and colleagues
• An interest in building a long term role within a firm that values growth, stability, and strong relationships

Firm Culture

We are a close knit, team oriented firm that values collaboration, communication, and mutual support. Our work is meaningful and often personal for our clients, and we believe the best way to serve them is by supporting one another behind the scenes.

We take pride in working together, sharing knowledge, and stepping in to help when needed. Our team values trust, respect, and a genuine commitment to doing good work for the people and families we serve.

Simple IRA Retirement Plan

Bonus Program in place to augment salary.

Equal Opportunity Employer

Nugen Law is an equal opportunity employer. We value diversity and are committed to creating an inclusive and respectful workplace for all employees and applicants.

Job Type: Full-time

Benefits:

• Paid time off
• Retirement plan

Experience:

• Probate: 2 years (Required)
• Estate planning: 2 years (Required)
• Work Location: In person

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