Paralegals for Estate Planning and Probate Attorneys
As an estate planning attorney, or a law firm decision maker or staffing manager, you already know the value of skilled paralegals. An experienced, professional support team can ease the burden of your firm’s attorneys, take the lead on draft creation, and review documents for errors. Just as important, your paralegals can serve as the customer-facing branch of your operation, connecting with clients and building relationships in ways that drive your firm forward.
Estate Planning Paralegal Support
Equivity offers paralegals who specialize in estate planning services, and we’re proud of our hardworking experts.
OUR ESTATE PLANNING PARALEGALS CAN HELP WITH:
- Gathering information from clients through questionnaires, forms, emails, and phone calls
- Gathering information from other parties, such as banks, CPAs, attorneys and other professionals
- Client communication and customer service throughout the estate planning process
- Providing client support and attention
- Answering questions and explaining how estate planning works, including the purpose of specific forms
- Providing case status updates to clients
- Drafting estate planning documents and reviewing compliance with applicable laws, rules, and regulations
- Wills, trusts, POAs, living wills/advanced directives, health care directives, guardianship designations, transfer of property, etc.
- Drafting documents for attorney review, saving the attorney hours of work
- Creating, maintaining, and updating templates for estate planning documents
- Gathering and valuations
- Monitoring and ensuring compliance with state, federal and other regulations
- Case management support
Probate Paralegals: Valuable Support, Equivity Expertise
Estate planning and probate often coincide. So if you’re looking for probate support, we have you covered.
PROBATE PARALEGALS CAN HELP WITH:
- Contacting beneficiaries and next of kin for waivers and other documents needed to facilitate the probate process
- Communication and coordination with debtors and creditors
- Assessing creditor’s claims
- Investigations including people-finding (addresses, etc.) and fact gathering
- Preparing and filing probate documents
- Petition, inventory, proposed orders, waivers, accounting, and more
- Gathering information from banks, CPAs, attorneys, and other professionals and providing needed information to same
- Client communication and customer service
- Providing client support and attention
- Answering questions regarding how the probate process works, including the purpose of specific forms
- Gathering information needed for the probate process
- Wills and other estate planning documents of the deceased
- Asset lists/inventories
- And more
- Providing cases status updates
- Filing life insurance claims and other death benefits
- Assisting with name changes and other administrative matters
- Assisting with estate tax returns
- Case management including scheduling and maintaining deadlines, and file organization
Estate planning and probate paralegals can also assist in the guardianship and/or conservatorship processes.
The Secure Solution
We understand how important it is to have confidence in the paralegal in whom you entrust your clients’ information. From hiring to IT policies, we work each step of the way to safeguard your information:
- Our paralegals are Equivity employees
- We extensively vet our employees, including by conducting reference and background checks
- Paralegals sign a non-disclosure agreement to safeguard client information
- Equivity’s IT policy requires paralegals to securely access and store information
- Conflict checks to keep confidential information in the right hands
"Equivity has been a wonderful asset to our firm's growing practice. They identified a virtual paralegal perfect for our unique needs. They've also provided additional back-up assistants on demand so we're never left without coverage and their customer service is excellent. I highly recommend Equivity!"
Gina Dizzia, Partner, Cowart Dizzia, LLP
Virtual Paralegal Plans and Pricing
Our paralegal services are only available to licensed attorneys.