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
Drafting
- 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
Preparing
- Prepare and file probate documents, including petitions, inventories, proposed orders, waivers, and accountings
- Create, maintain, and update templates for estate planning documents
Virtual Paralegal & Legal Assistant Plans and Pricing
Need a customized plan, a virtual assistant team, or want to include virtual receptionist services? Contact Us
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
Thoroughly Vetted
NDAs and Conflict Checks
What people are saying About Equivity
I’ve been working with Equivity for several months now and am very happy with the service! I’ve worked with various virtual assistant services and can say that the Equivity team is reliable and effective. Eric worked with me to find an assistant who could meet my unique needs. My assistant, Julia, has been great! She’s been very professional, consistent and, as I mentioned, reliable. She recently went well above and beyond what she was required to do and really saved my behind on a deadline. I really appreciate the Equivity team!
The virtual paralegals and legal assistants at Equivity are are fantastic – highly skilled, experienced, and really understand my business. In addition, Equivity has been flexible in customizing outsourcing solutions that work for me.
I strongly recommend their services to anyone in need of virtual paralegal support.
Equivity has been a lifesaver for my small firm, allowing us to obtain high-quality paralegal services without increasing headcount. The flexibility of the plans is perfect for our changing needs.
I have not yet engaged their services, but I have a good feeling about my potential paralegal! Looking forward to not being so stressed about dates and deadlines, with a little help drafting documents and organizing.
We love working our virtual paralegal! Jessica is like an extension of our firm. She is thorough, detail oriented and always prompt with assignments. Thanks for all you do Jessica!
I’ve worked with the team at Equivity for several years now and I think the world of them. True professionals in every sense. They’ve met all my needs consistently and I see us continuing to work together for a long time to come. You won’t go wrong working with them and their team members.
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.