Client Relations & Elder Law Case Coordinator

Company: Coastal Legacy Law
Location: Port Orange
Posted on: April 22, 2025

Job Description:

Are you a dependable and caring Social Work professional, (ideally) with hands-on experience in Medicaid casework and application processes seeking a meaningful and supportive work environment? Our established and growing team at Coastal Legacy Law has an opportunity for a resourceful individual to transition their skills and strengths to the role of Client Relations & Elder Law Case Coordinator for our Estate Planning law firm.

We understand the dedication and effort involved in social work and are seeking someone who values a team and work environment that actually cares both for the clients and for each other. If you are someone who takes pride in thoroughness and is looking for a role where you can directly contribute to individuals and families in our community, we encourage you to consider this position.

While no prior legal background is required, a conscientious approach to learning new information and mastering detailed processes is essential. You should also be comfortable utilizing technology and have the ability to learn new software systems effectively and independently, ensuring accurate record-keeping and efficient task management.

In this role, you will have the opportunity to use your empathy and organizational skills to guide our estate planning and elder law clients through important planning steps. Your ability to understand their needs and provide clear, step-by-step explanations will be highly valued. We are a team that believes in supporting one another, and we are looking for a reliable and dedicated individual who finds fulfillment in helping others navigate complex situations with care and precision.

This role does require travel primarily within Volusia County, specifically between our offices in DeLand and New Smyrna Beach. This is a hybrid role, so there is the opportunity to work from home when there are no client appointments in the office if you desire. We work with our team members to provide a balance, as much as possible, between working from home and working from the office. Most team members go into the office 3 days a week on average. Visiting nursing homes, rehab centers, hospitals, etc., is part of this role. Reliable transportation is required. This role also includes about two to four evenings a month to assist with our workshops throughout Volusia County.

Work-life balance is a priority for our firm. We are open 9-5, but are often flexible with work schedules. Our firm closes for almost all major holidays with extended time in Thanksgiving and Christmas through New Year's, paid. We offer generous and flexible PTO as well as 401k Matching opportunities after 1 year. We currently do not provide health care, but we offer a healthcare stipend and are hoping to offer health care benefits in the future.

We prioritize our team members, fostering a culture of mutual support and collaboration where everyone goes the extra mile for one another. If you value teamwork and are looking for a workplace that truly cares for its employees, we encourage you to apply and visit our website to learn more about us.

To Apply:

Please submit your resume and answer all questions provided through this application process. Your resume must be able to highlight transitional skills. After submitting your application, you will then receive an email. Please reply and include a thoughtful cover letter (in PDF format) that is uniquely your own and reflects your individual experiences and aspirations, especially if you do not have the necessary background experience. We are not interested in a generic overview, instead, we are particularly interested in understanding the motivations behind your career transition. Please elaborate on:



--- What specific aspects of your current or previous work experience have sparked your interest in the field of estate planning and elder law?
--- Beyond the job description, what personal values or professional goals are driving your desire to transition into this legal support role focused on client relations?
--- Considering your social work background and possible experience with Medicaid applications, how do you envision applying these skills within the context of assisting clients with estate planning and, in the future, primarily Elder Law Care?
--- If you do not have either a background in Social Work or experience with the Medicaid application process, share how your skills will transfer and apply to this role.

We are looking for thoughtful and specific responses that demonstrate a genuine interest in this unique opportunity and a clear understanding of how your background aligns with our firm's values and the evolving needs of this role. Note: If we do not receive a cover letter explaining the items listed here, your application will not proceed.
We value your unique experience and look forward to hearing from you.
Coastal Legacy Law is an Equal Opportunity Employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Responsibilities:
--- Summary Meetings: Meet with clients via Zoom or in person after the initial attorney consultation to review their drafted estate plan summary, address any initial questions, make changes to the summary, facilitate necessary adjustments with the team, schedule follow-up meetings, and set clear expectations for the next steps.
--- Elder Law Strategy Meetings: Guide clients through available elder law strategies*, ensuring they understand their options and feel confident in what's available to them in terms of potential strategies we could put in place. This is either through Zoom or in person. *When the time comes to put strategies in place, determined by the attorney, the attorney will provide more details and set these strategies in place.
--- Elder Law Document Reviews: Meet with clients to explain their legal documents in a clear and understandable manner, ensuring they feel confident in their understanding of their estate plan.
--- Signing Preparation, Witnessing, & Estate Plan Signings: Prepare client signing binders with meticulous attention to detail, coordinate and lead the signing meetings, and notarize* all legal documents. You will also be assisting as a witness for signings. *You do not need to currently be a notary, although it's a bonus if you are, but you will need to become a notary if hired. The firm will pay for your notary application.
--- Funding Meetings: Lead meetings with clients to clearly explain the process of funding their trusts and answer any related questions with empathy and clarity.
--- Elder Law Yearly Reviews: Conduct review meetings with Elder Law clients to discuss their estate plan summaries, assist with identifying any necessary changes, and coordinate the implementation of those changes.
--- Event Assistance: Provide support at firm workshops (approximately 2-4 days per month, including some evenings - rare to no weekends) by assisting with client check-in, scheduling appointments, processing payments, and engaging with attendees to encourage them to schedule Legal Life Planning Sessions.


Training is provided on all legal documents and processes.

Please note that as we continue to expand our Elder Law practice, this role will transition further into Elder Law-specific responsibilities, such as facility and hospital visits/check-ins vs general Estate Plan responsibilities, i.e., signings will eventually solely be EL signings vs a mix, etc.

Qualifications:
--- At least 3 years of positively and successfully working with seniors and their families.
--- Exceptional ability to quickly learn and retain new and complex information.
--- Excellent communication and interpersonal skills with a compassionate and empathetic approach.
--- Strong organizational skills and attention to detail.
--- Ability to manage time effectively and prioritize tasks in a fast-paced environment.
--- Must be tech-savvy with a high ability to independently learn new computer applications/software.
--- Must be a true team player with a positive attitude and a willingness to support colleagues.
--- Bachelor's degree in social work and/or at least 3 years of experience in social work - strongly preferred.
--- Strong working knowledge and experience with Medicaid applications and eligibility requirements - strongly preferred.
--- Notary Public certification (preferred) or willingness to obtain it.

About Company:
At Coastal Legacy Law, we're a close-knit team dedicated to making a meaningful impact. If you're looking to grow your career and work alongside supportive, down-to-earth colleagues, this is the place for you.

What Makes Us Different:

A Truly Supportive Team: Every role matters here. We value everyone's contributions and foster a collaborative, respectful environment.Work That Matters: We help families protect their legacies and navigate life's biggest transitions. It's rewarding work, and you'll see the difference you're making every day.Balance and Flexibility: We believe in work-life balance and offer flexibility to help you thrive in all areas of life.If you're looking for a place where your contributions are valued and your work makes a difference, Coastal Legacy Law is the place to build your career. We'd love to hear from you!

Keywords: Coastal Legacy Law, Port Orange , Client Relations & Elder Law Case Coordinator, Other , Port Orange, Florida