Paralegal, Probate

Internal Revenue Service; Houston (TX); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading company in legal settlements is seeking a skilled Probate Paralegal to support their team. This role involves resolving Probate issues, coordinating with clients, and managing case files with a focus on confidentiality and detail. Candidates should have at least 4 years of relevant experience and a strong understanding of Probate law.

Benefits

401(k) with match

Health, dental & vision insurance

Generous paid time off

Paid maternity/paternity leave

Qualifications

• 4+ years relevant Probate experience is required.
• Must have advanced knowledge of Probate nuances.
• Experience in mass tort settlements is ideal.

Responsibilities

• Support attorneys in resolving Probate issues related to Mass Tort Settlements.
• Assess state-specific Probate requirements.
• Coordinate communications with clients and local counsel.

Skills

Attention to detail

Time management

Organizational skills

Communication

Proficiency in Microsoft Office

Education

Bachelor’s Degree or paralegal certificate

5+ years industry experience

Tools

Microsoft Office

Salesforce

Asana

Power Automate

Power BI

Job description

Company Overview:

Are you passionate about making a tangible impact? Do you thrive in a fast-paced environment where attention to detail is key?Milestone is a settlement trustee with one foot in the future. We're a team of innovative problem-solvers who work with law firms to get people paid fast once a legal settlement is reached. Milestone has a revolutionary system that digitizes and streamlines the post-settlement process. We are on a mission to pay people promptly after settlement, making the experience more efficient and transparent for everyone.

Named a fastest-growing company by both Inc. 5000 and The Business Journals, Milestone drives all growth toward building a better legal system for the plaintiff. We are committed to pushing the boundaries of excellence and innovation in the legal industry.

Characteristics of a Milestonian:

Yes, we have a name for ourselves. We call ourselves Milestonians, and you’ll often hear our “To the moon!” catchphrase shouted in the halls of the office or tacked onto the end of Teams calls. We’re not going to say that we’re a family here (frankly, it’s a little weird when companies say that), but we do consider ourselves to be a tight-knit group, bound by our mutual drive and purpose. As such, Milestonians tend to have the following in common. Milestonians have:

• Integrity Milestonians are dependable, principled, and honest, and they own their behavior.
• AgilityMilestonians embrace change, adapt promptly to the unexpected, and work to continually learn and evolve in their role.
• EffectivenessMilestonians pursue results with common sense and a streamlined approach and look for ways to improve and enhance processes.
• Compassion Milestonians strive to understand others’ nuanced experiences and exhibit empathy and humility in every interaction.
• DisciplineMilestonians show up and work constructively to uphold their commitment to excellence.

Characteristics of a Milestone Probate Paralegal: In addition to the above, we are looking for a candidate who also uniquely fulfills the specific needs of our Probate Paralegal role.

The Probate Paralegal will play a crucial role in supporting Milestone’s mission and values. You will work under the direction of Milestone Attorneys to resolve Probate issues related to confidential Mass Tort Settlements, assess state-specific Probate requirements, and coordinate with clients and local counsel. This role demands advanced knowledge of Probate nuances, an expert understanding of Probate Court terms and processes, and exceptional organizational skills to ensure timely and accurate project execution.

Primary Functions & Responsibilities:

• Work under the direction and supervision of Milestone Attorneys to resolve Probate issues related to confidential Mass Tort Settlements.
• Assess Probate needs and varied requirements in accordance with specific state requirements on a national level.
• Must have advanced knowledge surrounding Probate nuances that may be presented in unique factual scenarios.
• Must have an expert level understanding of Probate Court terms and processes.
• Must coordinate with clients and local counsel on a consistent basis throughout the duration of the project.
• Provide research and draft memorandum as needed.
• Manage and accurately track a large volume of case files.
• Handle external and internal communications related to managed cases with the utmost professionalism and in a reasonable timeframe.
• Prepare and update reporting consistent with timeframe provided on a project basis.
• Draft Probate correspondence as needed to resolve outstanding matters.
• Coordinate with outside counsel, vendors, and service providers during varied phases of litigation/settlement on complex matters.
• Uphold confidentiality and handle protected/sensitive material and information in the secure manners provided.
• Coordinate with other operational groups and effectively delegate tasks to the appropriate teams while retaining responsibility for successful completion of overall project.
• Provide administrative assistance on any key projects or deliverables.
• Operate with a strong attention to detail, superior time management and optimal organizational skills.
• Coordinate timely and accurate execution of key activities and tasks as outlined in proposals, Orders, project documents, and/or client requests.
• Timely respond to colleagues to keep project deliverables on schedule.
• Appropriately and effectively communicate client's needs internally.
• Draft work in a manner that mitigates errors with minimal oversight, while understanding the appropriateness of escalations when necessary.

Requirements & Qualifications:

• Bachelor’s Degree and/or a paralegal certificate, or 5+ years industry experience.
• 4+ years of relevant Probate experience.
• Advanced computer literacy with Proficiency in Microsoft Office, including Word, Excel, and Outlook.

Preferred additional skills:

• Experience in mass tort settlements or multi-party personal injury, with basic knowledge of lien resolution is ideal.
• Advanced Excel abilities such as Pivot Tables, V/XLOOKUP, and Macros is a plus.
• Familiarity with Salesforce, Asana, Power Automate, Power BI, are pluses.

Job Specs & Details:

• Hours: Monday – Friday 9am-5pm EST
• Salary commensurate with experience
• 401(k) w/match
• Health, Dental & Vison insurance
• Generous paid time off
• Paid Maternity/Paternity Leave
• Headquartered in Buffalo, New York with a nationwide full-time remote workforce

Other Duties:Please note this job description is not designed to cover or contain a comprehensive final listing of activities, duties or responsibilities that are required of the employee within the role provided. Duties, responsibilities, and activities may change at any time with or without notice.

Milestone is an equal opportunity employer and welcomes candidates from all backgrounds to apply. We are committed to creating a diverse and inclusive workplace.