Legal Assistant - Probate and Elder Law

Build My Great Team•Anniston, AL
•$50,000 - $55,000•Onsite

About The Position

Miller Estate and Elder Law is hiring a full-time Legal Assistant for its Anniston, Alabama office. The role supports probate, estate administration, estate planning, and Medicaid matters, coordinating files from intake through signing. The Legal Assistant works closely with the attorney and a paralegal in the Birmingham office, helping keep files complete and moving on schedule. This is described as a long-term, in-office position on a collaborative, respectful, and professional team.

Requirements

  • High school diploma or equivalent.
  • One to three years of probate or estate administration experience as a legal assistant or paralegal.
  • Strong Microsoft Word skills, typing accuracy, and proofreading ability.
  • Ability to manage multiple matters and shifting priorities effectively.
  • Professional phone presence and clear, compassionate communication with clients.
  • Comfort meeting with prospective clients and families, often during difficult times.
  • Dependability, strong organization, and commitment to confidentiality.

Nice To Haves

  • Estate planning or Medicaid experience.
  • Familiarity with Alabama probate court forms and procedures.
  • Alabama Notary certification, or willingness to obtain it with firm support.
  • Experience with Clio, Lawmatics, or WealthDocx.

Responsibilities

  • Draft probate and estate administration documents, file them with the probate court, and track court deadlines.
  • Coordinate estate planning, probate, and Medicaid files to keep matters moving through the pipeline on time.
  • Liaise between the attorney and the Birmingham paralegal, gathering client information 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 select 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.

Benefits

  • Retirement plan launching this year.
  • Free parking.
  • Reimbursement for travel and expenses.
  • Paid holidays.
  • Paid time off.
  • Sick time.
  • Training on the firm's legal and drafting software.
  • Room for growth with a supportive team.
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