Miller & Miller Law Group PLLC
Overview
At Miller & Miller Law Group PLLC, we empower clients by crafting comprehensive estate plans and providing compassionate support through the probate process. The ideal candidate will have experience drafting trusts, wills, powers of attorney, health care directives, asset alignment documents, and related estate-planning materials. This role requires strong organizational skills, the ability to interact compassionately and professionally with clients, and the capacity to manage matters from intake through document signing and funding. The Estate Planning Paralegal will support attorneys by preparing drafts, coordinating client meetings, gathering and organizing financial information, maintaining accurate case notes, ensuring documents are executed properly, and assisting with our Legacy Protection Program and funding workflows. The right candidate thrives in a fast-paced environment, can work with minimal supervision, and is committed to delivering an exceptional client experience. Responsibilities
Gather information about legal issues from the client in interviews Take care of administrative tasks such as answering phones and maintaining an organized filing system for all legal documents Draft and prepare estate planning documents, including trusts, wills, and powers of attorney, ensuring accuracy and compliance with legal standards Coordinate and schedule client meetings, providing a welcoming and professional experience that reflects our commitment to client care Gather, organize, and review financial information to support comprehensive estate planning and asset alignment Maintain detailed and accurate case notes, ensuring all client interactions and document changes are recorded promptly Assist attorneys in managing the probate process, from initial intake through to document signing and funding Ensure all documents are executed properly, adhering to legal requirements and client expectations Support the Legacy Protection Program by managing workflows and ensuring the timely completion of tasks related to client estates and trusts management File documents with the court and follow up as needed Communicate with clients regarding court proceedings Assist in marshalling the assets of estates Conduct client meetings to provide estate updates Track estate assets and liabilities Draft estate accountings and release/refunding agreements Bonus Skills
Cooperative funding experience Real Estate experience, including deed creation and filings Qualifications
Candidates should possess high-level organizational skills and time-management skills 3+ years of legal service experience under an attorney or lawyer in a law firm setting Talented communicator and writer Experience in drafting estate planning documents, including trusts, wills, and powers of attorney Ability to manage multiple tasks efficiently in a fast-paced legal environment Proven track record of maintaining organized filing systems and accurate case notes Strong interpersonal skills to interact compassionately and professionally with clients Proficiency in coordinating and scheduling client meetings, ensuring a welcoming experience Experience in gathering and organizing financial information for estate planning purposes Ability to assist attorneys in managing the probate process from intake to document execution and funding completion Preferred / Bonus Qualifications
Experience with WealthCounsel for document drafting and matter automation Experience with Lawmatics for CRM, intake, workflows, and automations Familiarity with DecisionVault, HotDocs, or similar estate-planning platforms Knowledge of New York-specific estate planning rules, Medicaid concepts, and probate procedures Notary Public (or willingness to obtain certification) Prior experience interacting directly with clients during design, review, and signing meetings Compensation
$60,000 - $80,000 per year
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At Miller & Miller Law Group PLLC, we empower clients by crafting comprehensive estate plans and providing compassionate support through the probate process. The ideal candidate will have experience drafting trusts, wills, powers of attorney, health care directives, asset alignment documents, and related estate-planning materials. This role requires strong organizational skills, the ability to interact compassionately and professionally with clients, and the capacity to manage matters from intake through document signing and funding. The Estate Planning Paralegal will support attorneys by preparing drafts, coordinating client meetings, gathering and organizing financial information, maintaining accurate case notes, ensuring documents are executed properly, and assisting with our Legacy Protection Program and funding workflows. The right candidate thrives in a fast-paced environment, can work with minimal supervision, and is committed to delivering an exceptional client experience. Responsibilities
Gather information about legal issues from the client in interviews Take care of administrative tasks such as answering phones and maintaining an organized filing system for all legal documents Draft and prepare estate planning documents, including trusts, wills, and powers of attorney, ensuring accuracy and compliance with legal standards Coordinate and schedule client meetings, providing a welcoming and professional experience that reflects our commitment to client care Gather, organize, and review financial information to support comprehensive estate planning and asset alignment Maintain detailed and accurate case notes, ensuring all client interactions and document changes are recorded promptly Assist attorneys in managing the probate process, from initial intake through to document signing and funding Ensure all documents are executed properly, adhering to legal requirements and client expectations Support the Legacy Protection Program by managing workflows and ensuring the timely completion of tasks related to client estates and trusts management File documents with the court and follow up as needed Communicate with clients regarding court proceedings Assist in marshalling the assets of estates Conduct client meetings to provide estate updates Track estate assets and liabilities Draft estate accountings and release/refunding agreements Bonus Skills
Cooperative funding experience Real Estate experience, including deed creation and filings Qualifications
Candidates should possess high-level organizational skills and time-management skills 3+ years of legal service experience under an attorney or lawyer in a law firm setting Talented communicator and writer Experience in drafting estate planning documents, including trusts, wills, and powers of attorney Ability to manage multiple tasks efficiently in a fast-paced legal environment Proven track record of maintaining organized filing systems and accurate case notes Strong interpersonal skills to interact compassionately and professionally with clients Proficiency in coordinating and scheduling client meetings, ensuring a welcoming experience Experience in gathering and organizing financial information for estate planning purposes Ability to assist attorneys in managing the probate process from intake to document execution and funding completion Preferred / Bonus Qualifications
Experience with WealthCounsel for document drafting and matter automation Experience with Lawmatics for CRM, intake, workflows, and automations Familiarity with DecisionVault, HotDocs, or similar estate-planning platforms Knowledge of New York-specific estate planning rules, Medicaid concepts, and probate procedures Notary Public (or willingness to obtain certification) Prior experience interacting directly with clients during design, review, and signing meetings Compensation
$60,000 - $80,000 per year
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