An experienced virtual paralegal or legal assistant can support your estate planning and probate practice, providing a cost-effective alternative to in-person hiring.
We provide carefully vetted, US-based virtual paralegals and legal assistants specialized in estate planning and probate law. They excel in client interaction, collecting and summarizing case documentation, and drafting essential documents.
All virtual paralegals are Equivity employees, guaranteeing accountability, privacy, and security. We remove the complexities of payroll, workers’ compensation, benefits, and recruiting costs. Our service is flexible, offering scalable plans to suit your practice needs. Choose an annual plan for versatile retainer-style flexibility over 365 days. Adding more hours is seamless, and we’re ready to expand your team with additional paralegals as required.
Discover how our tailored legal support can elevate your firm’s performance. Contact us today!
How Can A Virtual Paralegal Help You?
Wondering what your virtual paralegal can do for you? Here are a few tasks they excel at:
- Various administrative tasks including billing and invoicing, client intake, communication with clients, and managing attorney and court schedules.
- Comprehensive case management support by collecting and summarizing information from clients and third parties, ensuring document compliance with state, federal, and other regulations, and facilitating communication with beneficiaries, debtors, and creditors.
- Drafting essential estate planning documents such as wills, trusts, POAs, living wills/advanced directives, health care directives, and guardianship designations, while also preparing petitions, notices, affidavits, motions, and other pleadings for probate cases.
- Probate document preparation, including petitions, inventories, proposed orders, waivers, and accountings, while also managing and updating templates for estate planning documents.
Virtual Paralegal & Legal Assistant Plans and Pricing
Choose an Annual Plan to save 15% off our monthly rates!
Click here to view our California rates.
Need A Customized Plan or a Virtual Assistant Team?
Virtual Paralegals for Attorneys
Secure and Confidential.
US-based, experienced paralegals
you can rely on.
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 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.
What people are saying About Equivity
How Does It Work?
Flexible and Fast.
Customized support & scalable plans
to fit your needs.
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.
Please Note:
We only provide paralegal services to licensed attorneys.