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Build My Great Team® by Atticus® · 1 month ago

Paralegal, Estate Planning and Elder Law

Birmingham, Alabama, United States

Full-time

Onsite

New Grad, Entry Level

Build My Great Team® by Atticus® is a law firm dedicated to helping individuals and families with estate planning and long-term care planning. The Paralegal role focuses on drafting estate planning documents and assisting with probate and Medicaid matters while supporting attorneys and interacting with clients.

Staffing & Recruiting

Responsibilities

Draft estate planning documents using drafting software, including wills, trusts, powers of attorney, advance directives, deeds, and related documents

Prepare probate pleadings and support estate administration matters

Assist with Medicaid applications for nursing home clients, including organizing financial documentation and responding to agency requests

Coordinate document execution, notarization, and post signing follow up

Communicate professionally and compassionately with clients regarding timelines, required information, and next steps

Maintain organized case files and track deadlines to ensure matters stay on course

Qualification

Drafting estate planning documentsPreparing probate pleadingsAssisting with Medicaid applicationsUsing drafting softwareClient communicationOrganizational skills

Required

Draft estate planning documents using drafting software, including wills, trusts, powers of attorney, advance directives, deeds, and related documents

Prepare probate pleadings and support estate administration matters

Assist with Medicaid applications for nursing home clients, including organizing financial documentation and responding to agency requests

Coordinate document execution, notarization, and post signing follow up

Communicate professionally and compassionately with clients regarding timelines, required information, and next steps

Maintain organized case files and track deadlines to ensure matters stay on course

Company

Build My Great Team® by Atticus®

Are you a law firm seeking to build your dream team while still prioritizing client representation? Look no further than Build My Great Team.

Mount Dora, Florida, US

2-10 employees

https://buildmygreatteam.com/

Funding

Current Stage

Early Stage

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