Virtual Estate Planning
Legal Assistant
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We offer these Legal Assistant Services
Tasks You Can Offload
Gathers financial records, asset documentation, beneficiary information, and signed forms from clients.
Organize family and financial data, collect asset details, and ensure all intake forms are complete.
Monitor probate deadlines, filing windows, and follow-up dates, and send reminders to attorneys.
Handle status updates, appointment confirmations, and document request reminders.
Maintain digital client files, secure sensitive documents, and manage document version control.
Virtual Estate Planning Assistant from Legal Soft vs. In-House Staff
How It Works
Tell us about your estate planning practice and what administrative support you need.
Choose from candidates experienced in estate planning law workflow.
Your assistant integrates with your systems and begins handling tasks immediately.
Focus on Clients. Let Legal Soft Handle the Details.
A Legal Soft virtual estate planning assistant helps your firm deliver the accuracy, compassion, and timeliness that your clients expect.
More Information on Virtual Estate Planning Assistants
No. They're already trained in estate planning office workflows. You simply explain your tools, preferences, and processes.
All Legal Soft assistants work under strict confidentiality agreements and use secure systems for client data.
Yes. They handle meeting scheduling, client reminders, and non-legal client communication.
Yes. Our virtual assistants understand common estate planning workflows, probate deadlines, and trust administration support needs.
Our virtual legal assistants are experienced, reliable, and understand estate planning office operations. They integrate easily with your workflow, provide full-time support, and maintain high data security standards.
Find out what sets Legal Soft apart from other virtual legal assistant providers.
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