Top 13 Estate planning Jobs in Weston, Wi

Medicaid Coordinator
Hougum Law Firm LLC —Wausau, WI
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
11d
Medicaid Coordinator
Hougum Law Firm, LLC —Wausau, WI
- From $22 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
12d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Tax Manager or Senior Manager - Ultra-High Net Worth Practice
Frank Rimerman and Co LLP —United States
- $120,000 - $230,000 a year
- Full-time
- 6 years
- Management
- CPA

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Legacy Planning Strategist
LegacyGuard Estate Planning —New Albany, OH
Training may include observed calls, role-play, supervised client conversations, coaching, and knowledge checks. Follow-up is timely, organized, and consistent.
Quick Apply
2d
Real Estate Attorney (Sr. or Partner level)
Leoforce —Columbus, OH
Working closely with stakeholders to ensure all real estate transactions comply with state and federal laws. Conducting thorough legal research and analysis to…
$200,000 - $275,000 a year
Quick Apply

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Medicaid Coordinator

Hougum Law Firm LLC
Wausau, WI

Apply Now

Job Details

11 days ago

Qualifications

Customer communication
Confidential information handling
Microsoft Excel
Microsoft Outlook
Administrative experience
High school diploma or GED

Full Job Description

Description:

Hougum Law Firm is seeking a Medicaid Coordinator who is detail-oriented, organized, and passionate about helping clients through complex processes with empathy and professionalism.

Position Overview

The Medicaid Coordinator will support the Lifecare Benefits Planner and attorneys in preparing and processing Medicaid applications, gathering required documentation, communicating with clients and state agencies, and maintaining organized case files. This position requires strong attention to detail, excellent communication skills, and the ability to manage multiple deadlines efficiently.

Key Responsibilities

Assist the Lifecare Benefits Planner with the preparation, submission, renewals, and follow-up of Medicaid applications.
Gather, organize, and review financial documents, bank statements, and other required records from clients.
Communicate with clients, family members, financial institutions, and government agencies to obtain necessary information.
Maintain accurate and up-to-date case files and electronic records in the firm’s case management system.
Draft correspondence, legal forms, and client communications related to Medicaid eligibility and asset protection planning.
Track application deadlines, requests for information, and agency responses to ensure timely completion.
Support and guide clients in preparing spend-down plans, asset transfers, and other Medicaid-related strategies.
Schedule client meetings and assist with follow-up tasks and documentation.
Provide administrative support such as scanning, copying, mailing, preparing and sending eSign documents, assisting with internal client paperwork, and organizing files as needed.

Requirements:

Qualifications

Required:

High school diploma or equivalent; associate or bachelor’s degree preferred.
Minimum of 1–2 years of experience in a legal, financial, or administrative support role (Medicaid or elder law experience strongly preferred).
Strong organizational skills and attention to detail.
Excellent written and verbal communication skills.
Ability to handle confidential information with professionalism and discretion.
Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and document management systems.

Preferred:

Prior experience working in an estate planning, elder law, or Medicaid planning firm.
Familiarity with Medicaid eligibility rules, asset limits, and application procedures.
Experience with legal case management software (e.g., Clio, MyCase, or similar).

Personal Attributes

Compassionate and empathetic when interacting with clients and their families.
Proactive and able to work independently as well as part of a collaborative team.
Strong problem-solving and critical-thinking skills.
Reliable, professional, and committed to maintaining high ethical standards.

Apply Now

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estate planning jobs in weston, wi

Medicaid Coordinator

Medicaid Coordinator

Relationship Manager – Private Wealth & Tax Solutions

Tax Manager or Senior Manager - Ultra-High Net Worth Practice

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