Virtual Paralegals for Estate Planning

Support for Attorneys.

Support for Estate Planning Attorneys

Paralegal Services for Growing Practices

An experienced virtual paralegal can streamline your estate planning workflow, at a fraction of in-house costs. Our US-based professionals are well-versed in estate planning matters and have experience supporting attorneys in drafting wills, trusts, and other key planning documents.

Modern office with desks, chairs, and potted plants, lit by natural light.

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US-Based & Experienced

All paralegals are US-based, hold college degrees, are experienced and have specialized certifications ensuring expert support.

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Specialized Estate Planning Support

Our US-based paralegals are experienced in estate planning and support tasks like client communication, gathering and summarizing information, and drafting wills, trusts, and powers of attorney.

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One-Time Project Support

From short-term assignments to special projects, get expert paralegal support tailored to your firm’s needs and timeline.

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Secure & Confidential

NDAs, conflict checks, and strict confidentiality protocols effectively protect your clients’ sensitive legal information.

Tailored Legal Assistance

What Type of Estate Planning Support Do You Need?

Our experienced virtual paralegals offer dedicated assistance across a wide spectrum of legal practice areas. Browse the list below to see how we can empower your firm. Need support in a different area? Contact us to discuss a custom solution for your firm.

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Estate Planning and Trusts

What people are saying About Equivity

    
 
 
         
   William Brown 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’ve had a great experience with Equivity from the very beginning. The hiring and onboarding process was seamless, transparent, and welcoming. Communication has been clear at every step, and the team has gone out of their way to make me feel supported and valued right from the start. What stands out most about Equivity is their professionalism combined with a genuinely warm and collaborative culture. From HR to the Paralegal Director, everyone I’ve interacted with has been approachable, responsive, and dedicated to setting me up for success. I’m excited to be part of a company that values its people and provides the resources and structure to thrive. I highly recommend Equivity to anyone looking for a professional, supportive, and growth-oriented workplace.
  
 
        
   Jack Duran 
 
 
 
 Trustindex verifies that the original source of the review is Google. doing well
  
 
        
   Michael Monteforte 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have loved working with Equivity! Excellent staff, reasonable rates, and very easy to communicate with. Highly recommend!
  
 
        
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 Trustindex verifies that the original source of the review is Google. Great service
  
 
        
   Lori Board 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent customer service and communication. Highly recommend!
  
 
        
   Melina Montes 
 
 
 
 Trustindex verifies that the original source of the review is Google. Equivity has been a great addition to our business. Their proactive approach,  commitment, and attention to detail have played a great role in the success of our operations. Equivity truly went the extra mile to understand our operation and assemble an exceptional support team! Their representatives demonstrate a high level of professionalism and consistently provide excellent customer service. Equivity is the perfect choice if you're seeking top-tier service tailored to meet your business needs.
  
 
        
   Anna Lisa Perez 
 
 
 
 Trustindex verifies that the original source of the review is Google. Equivity's customer service is excellent. I am pleased with the efficiency and helpfulness of their team members. I would  recommend using them to other vendors..
  
 
        
   Excellence Team 
 
 
 
 Trustindex verifies that the original source of the review is Google. Equivity is a game-changer. Their team is highly knowledgeable and skilled in customizing their services to match our specific needs, which is super impressive. They frequently ask for our feedback and are quick to adapt to our requirements. Highly recommended!

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