Qureos Mentor

Miller & Miller Law Group PLLC

<div>At Miller &amp; 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.
Compensation:
$60,000 - $80,000 yearly
Responsibilities:<ul><li>
Gather information about legal issues from the client in interviews</li>
<li>Take care of administrative tasks such as answering phones and maintaining an organized filing system for all legal documents</li>
</ul><ul><li>Draft and prepare estate planning documents, including trusts, wills, and powers of attorney, ensuring accuracy and compliance with legal standards.</li><li>
Coordinate and schedule client meetings, providing a welcoming and professional experience that reflects our commitment to client care.</li><li>
Gather, organize, and review financial information to support comprehensive estate planning and asset alignment.</li><li>
Maintain detailed and accurate case notes, ensuring all client interactions and document changes are recorded promptly.</li><li>
Assist attorneys in managing the probate process, from initial intake through to document signing and funding.</li><li>
Ensure all documents are executed properly, adhering to legal requirements and client expectations.</li><li>
Support the Legacy Protection Program by managing workflows and ensuring the timely completion of tasks related to client estates and trusts management.</li><li>
Filing documents with the court and following up as needed</li><li>
Communicating with clients regarding court proceedings</li><li>
Assisting in marshalling the assets of estates</li><li>
Conducting client meetings to provide estate updates</li><li>
Tracking estate assets and liabilities</li><li>
Drafting estate accountings and release/refunding agreements</li></ul> 
Bonus Skills<ul><li>
Cooperative funding experience</li><li>
Real Estate experience, including deed creation and filings</li></ul>
Qualifications:<ul><li>
Candidates should possess high-level organizational skills, and time-management skills</li>
<li>3+ years of legal service experience under an attorney or lawyer in a law firm setting</li>
<li>Talented communicator and writer</li>
</ul><ul><li>Experience in drafting estate planning documents, including trusts, wills, and powers of attorney.</li><li>
Ability to manage multiple tasks efficiently in a fast-paced legal environment.</li><li>
Proven track record of maintaining organized filing systems and accurate case notes.</li><li>
Strong interpersonal skills to interact compassionately and professionally with clients.</li><li>
Proficiency in coordinating and scheduling client meetings, ensuring a welcoming experience.</li><li>
Experience in gathering and organizing financial information for estate planning purposes.</li><li>
Ability to assist attorneys in managing the probate process from intake to document execution and funding completion.</li></ul> 
Preferred / Bonus Qualifications<ul><li>
Experience with WealthCounsel for document drafting and matter automation.</li><li>
Experience with Lawmatics for CRM, intake, workflows, and automations.</li><li>
Familiarity with DecisionVault, HotDocs, or similar estate-planning platforms.</li><li>
Knowledge of New York-specific estate planning rules, Medicaid concepts, and probate procedures.</li><li>
Notary Public (or willingness to obtain certification).</li><li>
Prior experience interacting directly with clients during design, review, and signing meetings.</li></ul>
About Company 
Miller &amp; Miller Law Group PLLC is an Elder Law firm dedicated to giving clients an incredible and easy legal experience.
We provide peace of mind to clients by creating detailed estate plans to ensure clients' wishes are carried out.
We help clients in their golden years avoid nursing home and home health aide poverty.
When a person passes, we help their loved ones through the probate and administration process with compassion, helping them every step of the way.</div>

Paralegal

<div>Join Miller &amp; Miller Law Group PLLC as a Legal Administrative Assistant and become an essential part of our mission-driven team. We specialize in elder law and estate planning, ensuring that clients have peace of mind and avoid financial hurdles in their later years. In this role, you'll support our attorneys and paralegals by preparing legal documents, managing correspondence, and keeping our operations seamless. Your multitasking skills will shine as you schedule meetings, handle phone calls, and keep the team on track with deadlines. 
At our firm, you&rsquo;ll find a supportive and inclusive culture that values work-life balance and offers strong growth opportunities. We believe in empowering our employees with the tools and guidance needed for professional development. Whether you're scheduling or drafting documents, your role is crucial in providing clients with compassionate and comprehensive legal services. If you&rsquo;re ready to make a meaningful impact and grow your career in a dynamic legal environment, we&rsquo;re excited to hear from you.
Compensation:
$40,000 - $50,000 yearly
Responsibilities:<ul><li>
Handle office correspondence and administrative tasks such as responding to emails and phone calls, communicating with opposing attorney offices, taking dictation, and letting the team know about upcoming deadlines</li>
<li>Be willing to take on any other necessary administrative tasks to help the firm run smoothly</li>
</ul><ul><li>Greeting all clients</li><li>
Scan and Review Mail</li><li>
Print all Estate Planning Documents prior to Signings.</li><li>
Check/Order Supplies for the Offices</li><li>
Send Gifts to Clients/Preferred Referrals</li><li>
 Follow up with past clients</li><li>
 Assist the attorney or paralegal with tasks</li><li>
 Scan All Documents after signing and send to clients</li></ul>
Qualifications:<ul><li>
Associate&rsquo;s degree, or some college is preferred; high school diploma or equivalent is necessary</li>
<li>Organizational skills and communication skills are necessary for this position</li>
<li>Must be able to prioritize tasks with demanding deadlines and work in a fast-paced environment</li>
<li>Candidates must have worked with legal software, case management, and docketing programs</li>
<li>1-2 years of prior experience in a law firm environment as a secretary or administrative assistant
</li></ul><ul><li>Experience in a legal or administrative role, preferably within the legal industry.</li><li>
Ability to manage multiple tasks efficiently, ensuring deadlines are met without compromising quality.</li><li>
Proven track record of maintaining confidentiality and handling sensitive information with discretion.</li><li>
Strong communication skills, both written and verbal, to effectively liaise with clients and team members.</li><li>
Proficiency in Microsoft Office Suite and familiarity with legal document management software.</li><li>
Ability to work collaboratively in a team-oriented environment, contributing to a supportive and inclusive culture.</li><li>
Detail-oriented mindset with the ability to review and prepare legal documents accurately and efficiently.</li></ul>
About Company 
Miller &amp; Miller Law Group PLLC is an Elder Law firm dedicated to giving clients an incredible and easy legal experience.
We provide peace of mind to clients by creating detailed estate plans to ensure clients' wishes are carried out.
We help clients in their golden years avoid nursing home and home health aide poverty.
When a person passes, we help their loved ones through the probate and administration process with compassion, helping them every step of the way.</div>

Legal Administrative Assistant

Join Miller & Miller Law Group PLLC and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Miller & Miller Law Group PLLC

ABOUT_COMPANY

Paralegal

Legal Administrative Assistant