Probate Paralegal

All positions at Milestone demand a commitment to principled and dependable work and an empathetic and agile approach in everything we do. The Milestone Probate Paralegal will join the legal team to facilitate daily project management and coordination of Mass Tort Probate Resolution.

Our ideal candidate is:

• Strategic Thinker: Ability to think critically and strategically, identifying opportunities for growth in our technology solutions.
• Strong communicator: Strong interpersonal skills to build and maintain key client and partner relationships. We care about our clients, we show compassion, we are sensitive to the trauma that pervades this industry, and we seek to understand the nuances of others' experiences.
• Agile and quick-thinking: Able to think on your feet and thrive in a fast-paced environment. Solutions are innovative and technology-focused, and our services are adaptable to an ever-changing industry. We are resourceful, flexible, and we move quickly and gracefully when delivering results to our clients.
• Creative and critical thinker: Have a curious and creative mindset, always looking for new ways to solve problems and drive growth. A willingness to explore creative solutions and approaches.

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.

Required Skills & Qualifications:

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

Preferred additional skills:

• 4+ years of relevant Probate experience.
• 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
• 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.