Comprehensive Legal Support Services
Client Intake & Case Management
Client Intake & Case Management
We handle client intake for estate planning attorneys and estate probate lawyers, from initial consultations to data collection and documentation, ensuring a seamless onboarding process. Our paralegal services also include managing client communication, appointment scheduling, and follow-ups, allowing you to focus on legal strategy.
Legal Document Drafting
Client Intake & Case Management
Our experienced paralegals draft estate planning documents, deeds, probate filings, and other legal documents with precision, saving estate planning attorneys and estate probate lawyers valuable time. We ensure efficient legal support tailored to your needs.
Estate Administration/Probate
We assist with probate filing, collecting needed information from clients, preparing forms, serving interested parties through the mail, e-filing forms, and keeping files organized and up to date to help attorneys efficiently manage estate administration cases.
Trust Administration
Guardianships & Conservatorships
Our team provides support in managing trusts, ensuring proper record-keeping, beneficiary communication, and legal documentation, reducing administrative burdens on estate planning attorneys and estate probate lawyers. We streamline trust administration for maximum efficiency.
Guardianships & Conservatorships
Guardianships & Conservatorships
Guardianships & Conservatorships
We prepare necessary legal documents and assist in case management for guardianships and conservatorships, helping attorneys guide their clients through the legal process.
Trust Funding
Guardianships & Conservatorships
Guardianships & Conservatorships
We help law firms handle trust funding by organizing asset transfers, titling changes, and beneficiary designations, ensuring trusts are properly funded.
Medicaid Planning Assistance
Accounting & Financial Record-Keeping
Accounting & Financial Record-Keeping
Our paralegals assist with Medicaid eligibility applications, asset protection strategies, and document preparation to support attorneys in elder law and long-term care planning.
Accounting & Financial Record-Keeping
Accounting & Financial Record-Keeping
Accounting & Financial Record-Keeping
We maintain organized financial records, track transactions, and prepare accountings for estates and trusts, ensuring compliance with reporting requirements.
Administrative & Clerical Tasks
Accounting & Financial Record-Keeping
Streamlining Workflows & Case Management
From e-filing court documents to managing correspondence, we handle administrative tasks that keep your practice running smoothly and efficiently.
Streamlining Workflows & Case Management
Streamlining Workflows & Case Management
Streamlining Workflows & Case Management
Our team helps optimize legal workflows by implementing efficient processes, case tracking systems, and task management strategies, reducing bottlenecks and improving productivity.