Estate Planning & Probate Paralegal — Client-Focused Team

The Law Offices of Brenton C. McWilliams

Spanish Fort (AL)

On-site

USD 45,000 - 65,000

Full time

11 days ago

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Job summary

The Law Offices of Brenton C. McWilliams is seeking a Paralegal / Legal Assistant to support estate planning or probate matters in our Spanish Fort office.

You will draft wills and related documents, manage client files, coordinate with attorneys, and ensure accuracy and timely filing, all in a client‑focused, organized environment. This role emphasizes attention to detail, independence, and teamwork, with regular hours Monday–Thursday 8–5, Friday 8–4.

Qualifications

  • Prior experience in estate planning or probate law is required.
  • Strong written communication and document drafting skills.
  • High attention to detail, organization, and accuracy.
  • Ability to manage multiple deadlines and stay on top of case timelines.
  • Tech‑savvy with Gmail, Google Drive, Google Calendar, Word, Excel, and cloud-based case management systems.
  • Friendly, professional communication style when engaging with clients.
  • Ability to work independently and as part of a team.

Responsibilities

  • Draft wills, trusts, powers of attorney, probate filings, inventories, and related documents under attorney supervision.
  • Communicate with clients to gather missing information and assist with forms and updates.
  • Maintain organized digital client files within the firm’s case management system.
  • Coordinate with attorneys and team members on document prep, deadlines, and scheduling.
  • Proofread documents for accuracy and clarity.
  • Track and record billable/non-billable time daily.
  • Assist with filing probate documents and court communications.
  • Work with beneficiaries, executors, and financial institutions to administer estates or trusts.
  • Meet firm metrics for turnaround time, accuracy, and efficiency.

Skills

Estate planning experience
Probate experience
Drafting and document preparation
Client communication
Time management / deadlines
Teamwork and independence
Tech-savvy (Gmail, Drive, Calendar)
MS Word / Excel

Tools

Gmail
Google Drive
Google Calendar
Microsoft Word
Excel
Cloud-based case management systems

Job description

The Law Offices of Brenton C. McWilliams is seeking a Paralegal / Legal Assistant to support estate planning or probate matters in our Spanish Fort office.

You will draft wills and related documents, manage client files, coordinate with attorneys, and ensure accuracy and timely filing, all in a client‑focused, organized environment. This role emphasizes attention to detail, independence, and teamwork, with regular hours Monday–Thursday 8–5, Friday 8–4.

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