Probate & Estate Planning Legal Assistant

Build My Great Team, Inc.; Anniston (AL); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Free parking

Travel & expense reimbursement

Paid holidays

Paid time off

Job summary

Miller Estate and Elder Law, located in Anniston, AL, seeks a Legal Assistant specializing in probate and elder law. This full-time, in-office role supports probate and Medicaid matters, collaborates with the Birmingham paralegal, and helps move files from intake to signing.

Strong attention to detail and client communication are essential. The role involves drafting probate documents, coordinating with clients, and maintaining file integrity using Clio and related tools.

Qualifications

• High school diploma or equivalent required.
• Paralegal certificate not required.

Responsibilities

• Draft probate and estate administration documents and file with the probate court.
• Coordinate estate planning, probate, and Medicaid files to keep matters moving on schedule.
• Serve as liaison between attorney and Birmingham paralegal to ensure information is gathered before drafting.
• Meet with prospective clients for probate and Medicaid consultations.
• Coordinate and participate in signing meetings, including notary or witness.
• Draft select estate planning documents (POA, advance directives, deeds, wills, trusts).
• Gather client financial records for Medicaid applications and follow up on missing items.
• Open, scan, and close files in Clio; maintain deadline calendar; assist with billing.

Skills

MS Word

Typing

Proofreading

Education

High school diploma

Tools

Clio

Lawmatics

WealthDocx

Job description

Miller Estate and Elder Law, located in Anniston, AL, seeks a Legal Assistant specializing in probate and elder law. This full-time, in-office role supports probate and Medicaid matters, collaborates with the Birmingham paralegal, and helps move files from intake to signing.

Strong attention to detail and client communication are essential. The role involves drafting probate documents, coordinating with clients, and maintaining file integrity using Clio and related tools.