Estates and Trust Paralegal/Case Analyst

Libra Solutions helps simplify and ease the burden of legal processes for plaintiffs, heirs, and the attorneys and doctors who serve them. By combining financial strength with technology-driven innovation, we simplify difficult legal processes, reduce delays, and help people access both money and the care they need, when they need it most. Our companies are leaders in their industries! MoveDocs streamlines the coordination of medical, financial, and professional services for personal injury cases—improving efficiency for attorneys, care providers, and their clients. Oasis Financial is the largest and most recognized plaintiff funding brand in the nation, having helped 400,000+ plaintiffs access more than $2 billion in funding while their personal injury cases progress. And through Probate Advance, we enable heirs to access their inheritance without waiting through the lengthy probate process.

Together, under the Libra Solutions banner, we support a nationwide network of more than 45,000 attorneys and 10,000 healthcare providers – creating a powerful platform to deliver faster, more seamless outcomes for our customers.

Grow yourself and grow the company! Probate Advance is seeking a Estates and Trust Paralegal/Case Analyst to support our exceptional team and growing business. This is an excellent opportunity for an entrepreneurial self-starter looking to advance his or her career while working in a rewarding and team-oriented environment. The Estates and Trust Paralegal/Case Analyst will be responsible for analyzing deals we have already funded—monitoring their progress through the probate process and determining what actions, if any, are needed to ensure we are paid appropriately on our purchased assignments.

This is an in-person position based out of our office in Rye Brooke, NY.

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
• Learn the probate process and work to innovate and improve portfolio monitoring strategies

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.