Virtual Estate Planning
Attorney Support
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Tasks You Can Offload
Prepare drafts of wills, trusts, POAs, healthcare directives, and beneficiary designations under attorney supervision.
Organize family and financial data, gather asset details, and ensure all intake forms are complete.
Manage client meetings, follow-ups, and critical probate or filing deadlines.
Support research on changing estate planning laws, tax implications, and asset protection strategies.
Maintain digital client files, secure sensitive documents, and manage document version control.
Virtual Attorney Support from Legal Soft vs In-House Staff
Other Positions we Provide
How It Works
We customize support based on drafting needs, scheduling, intake, and client communication.
Skilled in estate planning document handling, client service, and remote systems.
Your assistant integrates into your existing processes—ready to work with minimal setup.
Focus on Clients. Let Legal Soft Handle the Details.
Estate planning clients expect accuracy, compassion, and timeliness. A Legal Soft Virtual Estate Planning Attorney Assistant helps your firm deliver—while keeping operations smooth and cost-effective.
Your Guide To Common Questions and Solutions
They prepare drafts under attorney supervision, but attorneys review and finalize all legal documents.
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 offer personalized support. We ensure they have law firm experience and are thoroughly vetted. They integrate easily with your workflow, provide full-time support, and maintain high data security standards. Plus, our pricing is clear and competitive.
Find out what sets Legal Soft apart from other virtual legal assistant providers.
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