Atticus Lawyer Coaching

Attorney

• Assess Medicaid eligibility and guide clients through spend-down strategies
• Develop asset protection plans including transfers, trusts, annuities, and exempt resource planning
• Draft Medicaid planning documents including caregiver agreements and personal services contracts
• Prepare and file Medicaid applications, renewals, and appeals
• Communicate with state agencies and represent clients in Medicaid hearings as appropriate
• Draft estate planning documents including wills, trusts, and powers of attorney
• Guide clients and families through long-term care decisions with empathy and clarity
• Collaborate with team members and clients’ outside professionals to provide seamless support
• Maintain steady communication with clients to ensure they feel informed, supported, and prepared throughout the process
• Track deadlines, application timelines, and documentation requirements with precision

• Build your practice in a boutique high net worth family law firm
• Navigate complex personal and financial transitions for clients
• Work in a collaborative environment delivering high-quality legal work
• Maintain balance in practice while handling intricate legal matters.

Senior Family Law Attorney

Paralegal

• Participate in client meetings and assist with discussions around estate plans and administration matters
• Communicate directly with clients, answering questions and providing updates on case status
• Serve as a trusted point of contact and help guide clients through processes
• Assist in drafting and reviewing estate planning documents
• Prepare and organize client information for plan design and execution
• Ensure accuracy and completeness of documents prior to signing
• Manage administration matters from intake through closing
• Work with executors, trustees, beneficiaries, and financial institutions
• Draft documents using estate planning and administration software
• Maintain organized and accurate client files
• Utilize systems such as Microsoft 365, CosmoLex, and Lawmatics

Estate Planning, Estate Administration Paralegal

• Assist attorneys with probate and trust administration matters by preparing and filing documents and helping move estates and trusts through the administration process from opening through completion
• Prepare court filings, correspondence, and documentation related to probate estate and trust administration
• Assist with preparation of real estate documents associated with probate estates and trust administration matters
• Maintain organized case files and electronic document systems to ensure accurate recordkeeping and efficient retrieval of information
• Track deadlines and filing requirements to ensure timely completion of court filings and administration tasks
• Coordinate communication with clients, courts, financial institutions, and other outside professionals involved in estate and trust administration matters
• Collaborate with attorneys and team members to support the efficient progression of matters from opening through completion
• Provide support to the estate planning team when needed, including assisting with preparation of wills, trusts, and powers of attorney

Paralegal – Estate & Trust Administration

• Conduct intake and consultation calls, assess client needs and refer out when appropriate, schedule attorney meetings, send invoices, draft consultation notes in Clio, and coordinate thank-you notes for referring COIs.
• Create and maintain records and pending matters in Clio, send Master Services Agreements prior to meetings, follow up on next steps, and coordinate handoffs to the paralegal team.
• Track intake metrics and generate related KPI reports
• Manage communications, billing, scheduling, reporting, and coordination with internal teams related to TrustSupport™

Attorney

Senior Family Law Attorney

Estate Planning, Estate Administration Paralegal

Paralegal – Estate & Trust Administration

Legal Intake Coordinator