M
Maynard Nexsen
Paralegal
1 month ago
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Important information
Location:
Birmingham, AL, USA
Work mode:
Onsite
Published on:
26 September 2026
What they need
| Title | Trust and Estates Paralegal |
| Department | Trusts, Estates, Fiduciaries & Family Business Practice Group |
| FLSA Status | Non - Exempt |
| Summary | This paralegal position provides support to the attorneys in the estate planning, business-succession planning, fiduciary litigation, and fiduciary advice practice groups. Responsibilities include assisting the attorneys in the preparation of estate planning documents, deeds and beneficiary designation forms; preparation of certain business-planning related documents such as assignments; attending and assisting in client meetings with execution of documents; assisting with client communications; preparing closing binders and electronic transcripts of estate planning and business planning documents, assisting with corporate and court filings; obtaining Tax ID numbers; assisting with billing; assisting with electronic productions of documents and secure file sharing; and assisting with managing certain administrative tasks for the attorneys. |
| Essential Job Functions | - Ability to respond quickly to changing priorities and to be self-motivated, with the ability to work independently as well as part of a team. - Excellent organizational, project-management and calendaring skills. - Great client skills. - Outstanding oral and written communication skills. - Excellent document management skills. - Great work ethic. - Attentive to detail and able to multi-task. - A professional attitude and professional engagement with clients and team members are essential. - Able to handle confidential and sensitive information with discretion - Detail oriented and able to multi-task and work within deadlines - Using software to assist with the preparation of estate planning documents. - Participation in meetings with clients, attorneys and advisors during the estate planning and estate-administration process. - Communicate professionally and timely with clients, family members, trustees, other attorneys and professionals. |
| Necessary Knowledge, Skills and Abilities | - Excellent interpersonal and organizational skills and the ability to work successfully with multiple team members, interacting with employees at all levels of the organization. - Competent to handle a variety of activities with attention to detail and quality, with the ability to follow through and follow up, and adapt to quickly meet changing deadlines and priorities. - Advanced proficiency with Microsoft Office Suite applications, including Word, Excel, Outlook, PDF software, and DocuSign; - Proficient in or willing to learn software for secure file sharing and billing. - Experience with XPressDox a plus. - Ability to complete multiple tasks and a high volume of work on short deadlines and follow through on assigned tasks with limited supervision. - Retain a high level of flexibility and resourceful problem solving. - Exceptional verbal and written communication skills. - Ability to handle sensitive information with the highest degree of integrity and confidentiality. |
| Educational and Experience Requirements | - Bachelor’s degree or equivalent education and work experience; - At least two plus years of experience in a professional services firm with a concentration in estate planning, corporate work or litigation. |
| Work Environment and Physical Demands | - Ability to work extended hours when necessary, although this is rarely requested. - Normal office environment; no unusual physical demands. - In office position |
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