B

Build My Great Team

Legal Assistant - Probate and Elder Law

Legal Counsel & Legal SupportConfirmed live in the last 24 hours
Full-timeAnniston, AL, USA$50k - $55k

About the Job

Requirements

  • A high school diploma or equivalent is required; a paralegal certificate is not required.
  • One to three years of probate or estate administration experience as a legal assistant or paralegal is required.
  • Strong Microsoft Word skills, typing accuracy, and proofreading are required.
  • Ability to manage multiple matters and shifting priorities effectively is required.
  • Professional phone presence and clear, compassionate communication with clients are required.
  • Comfort meeting with prospective clients and families, often during difficult times, is required.
  • Dependability, organization, and commitment to confidentiality are required.

Responsibilities

  • Draft probate and estate administration documents, file them with the probate court, and track court deadlines.
  • Coordinate estate planning, probate, and Medicaid files so each matter progresses through the pipeline on time.
  • Liaise between the attorney and the Birmingham paralegal, ensuring all client information is gathered before drafting begins.
  • Meet with prospective clients for probate and Medicaid consultations.
  • Coordinate and participate in signing meetings, including serving as a notary or witness.
  • Draft selected estate planning documents, including powers of attorney, advance directives, deeds, wills, and trusts.
  • Gather client financial records for Medicaid applications and follow up on missing items.
  • Help fund trusts by recording deeds and sending beneficiary designation and account retitling letters.
  • Open, scan, and close files in Clio; maintain the attorney's deadline calendar; and assist with billing as needed.

Desired Qualifications

  • Estate planning or Medicaid experience is a plus.
  • Familiarity with Alabama probate court forms and procedures is preferred.
  • Experience with Clio, Lawmatics, or WealthDocx is helpful; training will be provided.
  • Alabama Notary certification is preferred, or willingness to obtain it with firm support.

About the Company

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Not listed
Founded
Not listed

Recently Posted Jobs

Explore more opportunities at Build My Great Team

See more jobs