Probate Paralegal

Responsibilities

• Monitor and analyze funded inheritance purchases throughout the probate process to assess payment status and identify any risks
• Review case dockets, court filings, and estate documents to track each funded deal's path to conclusion and flag developments that could affect payment
• Take initiative to solve problems with a collaborative approach, working with other stakeholders to resolve issues that could delay or jeopardize payment
• Interact with heirs, attorneys, and courts as needed to obtain status updates and move cases toward their conclusion
• Escalate questions, exceptions or issues to leadership as needed
• Recommend next steps and strategies on at-risk purchases
• Ensure timely, accurate research and consistent follow-through on every case in the portfolio
• Document details and decisions and keep thorough and accurate records of all case materials
• Track portfolio-level metrics and assist with reporting and other ad hoc projects as needed

Requirements

• Bachelor's Degree required
• At least 1 year of probate-related experience preferred
• Previous portfolio management, underwriting, or legal background preferred
• Strong attention to detail and excellent comprehension and communication skills a must
• Ability to integrate into a fast-paced environment
• High-energy, grit, and a strong desire to win are all crucial qualities for this position
• Must be a team player and able to work collaboratively
• Be a scrappy, strong, and creative problem solver
• Tech platform savvy

Benefits

We believe taking great care of our customers starts with taking great care of our people. That's why we offer competitive compensation and a comprehensive benefits package, including a choice of multiple medical plans, dental, vision, and life insurance, a 401(k) with generous company match, flexible spending accounts for medical and dependent expenses, and time off to recharge.