Clinkscales Elder Law Practice, PA

Major Duties and Responsibilities

Client Relations

• Serve as advocate and experienced eldercare professional on the Life Care Plan team.
• Provide initial client care assessments to identify parameters of care and capacity. Interface with the family and clients by making visits and communicating frequently. Provide telephone and email support to family and clients, answering questions that arise.
• Educate families on care options.
• Assist families by gathering and sorting important documents necessary for Medicaid and other planning purposes.
• Act as a “client representative” within the firm, and as a “law firm representative” to the client and family. Liaise with attorney to find solutions and answers to questions as needed.
• Counsel family on care issues and concerns. Make recommendations regarding resources and next steps.
• Liaise with doctors, attorneys, CPAs and health care providers on client's behalf. Assist clients with long term care insurance claims.
• Translate the “legal speak” and “long term care speak” to client/family.
• Help families understand Medicaid, Medicare, Social Security, legal documents and planning implementation.
• Complete quarterly and annual reviews with clients. Update Abacus and hard copy files accordingly.
• Track, schedule and conduct quality of life assessments.
• Guide families on end of life decisions and transitions.

Community Relations & Marketing

• Represent the firm to facilities and general healthcare communities by visiting regularly.
• Build and nurture positive relationships with management and staff for purposes of mutual referrals.
• Stay abreast of and maintain knowledge about care options in the communities the firm serves. Make regular visits to staff of professional organizations.
• Participate in professional meetings and marketing events as needed.
• Present law firm services to professionals and potential clients. Contribute information and articles to firm newsletter and website.
• Give presentations to the public various times per year regarding elder care issues.

Professional Development

• Work closely with Life Care Planning Law Firms Association (LCPLFA).
• Integrate processes of LCPLFA at the law firm.
• Represent the firm on boards and committees as appropriate.
• Participate in local and national organizations.
• Support development of firm presentations and materials to national and local organizations, as well as client presentations.

Other

• Actively participate in team and firm meetings; make recommendations for issues encountered.
• Maintain Facts tab in Abacus for assigned files; ensure updated quarterly.
• Initiate letter, checklist and sympathy card when client passes away.
• Track and accurately record time worked on each file.