Virtual Estate Planning Paralegals for Attorneys

ON DEMAND SUPPORT FOR YOUR PRACTICE AREA.

An experienced virtual paralegal or legal secretary can provide support to your estate planning and probate practice and provide an affordable alternative to hiring on-site legal support.

We can help with a wide range of estate planning matters, such as creating or updating estate plans, navigating the administration (probate) process, or handling guardianship and conservatorship matters, reducing the burden on you and your firm’s attorneys and creating opportunities for growth.

Equivity provides carefully vetted, US-based virtual paralegals and legal secretaries with years of experience providing attorneys with comprehensive estate planning and probate support. Our paralegals can take the lead on document creation from the simplest will to the most complex estate plan, reviewing documents for errors, and assisting you in making the best use of your estate planning software (including WealthCounsel and ForeTrust). Moreover, our paralegals have experience walking clients through the estate planning process and can serve as the customer-facing branch of your business. Estate planning tools are complex, and the terminology can be confusing. Our paralegals take a personable approach to connecting with prospects and clients, putting them at ease, and gathering the information you need to assist them.

All virtual paralegals are Equivity employees, not independent contractors, so you get the accountability, privacy, and security guarantees of a dedicated employee while avoiding payroll, workers’ compensation, benefits, and recruiting costs.

Our service is also designed to be adaptable to the needs of your practice. We offer a wide range of scalable plans so that you can increase or decrease your hours as the need arises. If you’re looking for a retainer-style arrangement, select our annual plan, which allows you to use hours over the course of 365 days. Busier than expected?  Not a problem. You can always add more hours and we’re happy to add new paralegals to your team.

Contact us to learn how we can provide you the additional legal support your firm needs.

Your Virtual Paralegal Can Help Your Firm With:

Office Support

  • Billing and invoicing
  • Client intake
  • Client communication
  • Attorney and court schedules

Case Management

  • Case management support
  • Gather and summarize information from clients and third parties
  • Review documents for compliance with state, federal and other regulations
  • Communicate with beneficiaries, debtors, and creditors

Draft

  • Wills, trusts, POAs, living wills/advanced directives, health care directives, guardianship designations, transfer of property, and other estate planning documents
  • Petitions, notices, affidavits, motions, and other pleadings for probate matters

Prepare

  • Prepare and file probate documents, including petitions, inventories, proposed orders, waivers, and accountings
  • Create, maintain, and update templates for estate planning documents

Virtual Estate Planning Paralegals

You Can Trust

 

We understand how important it is to have confidence in the paralegal in whom you entrust your client’s information. From hiring to IT policies, we work each step of the way to safeguard your information.

Employees, Not Freelancers

Our paralegals are Equivity employees, not freelancers, with years of experience in their profession.

Thoroughly Vetted

We thoroughly vet all employees, including doing reference and background checks, to guarantee they have the relevant experience.

NDAs and Conflict Checks

All paralegals sign a non-disclosure agreement to safeguard client information and we routinely run 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

How Does It Work?

No Contracts. No Hassle.

Just experienced US-based support the way you need it.

Complete Our Online Intake Form

Tell us about the practice area(s) and types of duties you firm needs as well as any other information you believe will help us find the best match for you.

Placement & Interview

We will send you a detailed bio of the best paralegal for your needs and, if you prefer, you can schedule a one-on-one interview with them.

Sign Up

Choose a plan that works for you. No long-term contracts and you can increase, decrease, or cancel your plan at any time!

Start

Schedule a kick-off call with your paralegal and Client Experience Manager or start working directly with your paralegal right away.