Paralegal, Probate

Position Description: 

Support legal operations, case management, and document preparation to advance Milestone’s delivery of principled, client-centered legal services. Collaborate with attorneys and cross-functional teams to ensure accurate, timely, and secure execution of legal processes aligned with Milestone’s empathetic and agile values.   

Essential Duties & Key Responsibilities: 

• Work under the direction and supervision of Milestone Attorneys to support legal matters across various practice areas.
• Draft legal documents, pleadings, and correspondence as needed to support case resolution.
• Conduct legal research and prepare memoranda on relevant legal issues.
• Manage and accurately track a high volume of case files, ensuring all documentation is organized and up to date.
• Utilize legal databases and court systems to retrieve, review, and file case materials.
• Maintain a strong understanding of legal terminology, court procedures, and filing requirements.
• Handle internal and external communications with professionalism and in a timely manner.
• Prepare and update case reports and project documentation in accordance with established timelines.
• Coordinate with outside counsel, vendors, and service providers during various phases of legal proceedings.
• Uphold confidentiality and handle sensitive information in accordance with secure protocols.
• Collaborate with internal operational teams and delegate tasks appropriately while maintaining accountability for project outcomes.

• Provide administrative support on key legal projects and deliverables as assigned.
• Demonstrate strong attention to detail, time management, and organizational skills.
• Ensure timely and accurate execution of tasks as outlined in project plans, court orders, or client requests.
• Respond promptly to colleagues and stakeholders to keep project deliverables on schedule.
• Communicate client needs effectively to internal teams to ensure alignment and responsiveness.
• Draft and review work with a high level of accuracy, escalating issues appropriately when necessary.

Requirements & 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.
• 4 years of relevant Probate law 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 are a plus. 
• Familiarity with Salesforce, Asana, Power Automate, Power BI, are pluses.

Physical Demands: 

 The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle, or feel objects, tools, or controls; and reach with hands, talk, and hear. The employee frequently views a computer monitor and frequently uses a computer keyboard. Specific vision abilities required by this job include close vision, peripheral vision, depth perception, and the ability to adjust focus. The employee is regularly required to be mobile, and the employee occasionally travels both short and long distances via a variety of conveyances.