Legal Assistant - Probate and Elder Law

Build My Great Team • Anniston, AL

7d • 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 handles probate paperwork and court filings, helps keep deadlines and matters moving, and works closely with the attorney and a paralegal in the Birmingham office. The position also involves meeting prospective probate and Medicaid clients, coordinating signing meetings, gathering financial records for Medicaid applications, and helping fund trusts. This is a long-term, in-office role on a collaborative and professional team, with training on the firm’s legal and drafting software and room for growth.

Requirements

• High school diploma or equivalent required; a paralegal certificate is not required.
• 1 to 3 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.
• Alabama Notary certification preferred, or willingness to obtain it with firm support.

Nice To Haves

• Estate planning or Medicaid experience.
• Familiarity with Alabama probate court forms and procedures.
• 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

• Salary of $50,000 to $55,000, commensurate with experience.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED