Estate Planning and Probate Paralegal for Law Firms
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Proficient with the Tools You Already Use
Benefits of Virtual Estate
Planning Paralegal Services
Reduce time spent drafting wills, trusts, and powers of attorney with expert support.
Handle surges in estate workloads with staff you can hire without long-term commitments.
Maintain consistent follow-ups, document collection, and scheduling without overloading attorneys.
Work with paralegals experienced and trained in estate planning and probate law.
How It Works
Complete a quick form to share your firm’s needs, tasks, and workflow.
Choose from pre-vetted candidates with experience in estate planning law.
Your virtual paralegal integrates with your systems and begins handling tasks.
Your Guide To Common Questions and Solutions
Can a paralegal draft powers of attorney?
Yes, a paralegal can draft powers of attorney, healthcare directives, and other estate planning documents under the supervision of a licensed attorney.
Can a paralegal draft wills?
Yes, wills can be prepared by a paralegal when working under attorney supervision. The attorney reviews and approves all documents before client execution.
Does a remote estate planning paralegal communicate directly with my clients?
Yes, they become a direct part of your legal team and work with you. They can manage professional client communications, including intake, status updates, and scheduling.
How much does it cost?
Legal Soft's virtual estate planning paralegals start at $2,922 per month with flexible, month-to-month terms. This removes the overhead of office space, equipment, and benefits that come with traditional in-house hiring. Use our ROI calculator to estimate your firm's potential savings.
What is the difference between a general paralegal and one who specializes in estate planning?
General paralegals handle broad administrative tasks, while estate planning paralegals have specialized knowledge of the procedures and documentation involved in estate law. This enables them to manage wills, trusts, probate filings, and related legal tasks.
Is outsourcing estate planning and probate paralegal services secure?
Yes. Our paralegals use secure, approved systems for all communication and file management. They are trained to follow your firm’s best practices for confidentiality and compliance.
Why do law firms choose Legal Soft?
We provide dedicated virtual legal professionals, not general virtual assistants. Law firms partner with us for our industry-specific expertise, significant cost reductions, and our ability to integrate immediately into existing legal workflows.
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