Milestone · 2 weeks ago
Paralegal, Probate
Milestone is a company dedicated to principled, client-centered legal services. The Paralegal will support legal operations, case management, and document preparation while collaborating with attorneys and cross-functional teams to ensure accurate execution of legal processes.
Financial ServicesLegal
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
Qualification
Required
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
Company
Milestone
Milestone is a settlement services trustee with one foot in the future of mass torts.
Funding
Current Stage
Growth StageRecent News
2022-03-07
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