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Scalable Support for Elder Law Attorneys
Paralegal Services for Growing Practices
Our experienced, U.S.-based virtual paralegals help elder law firms manage complex matters, keep client files organized, and reduce the cost of in-house hiring. From preparing legal documents and organizing financial records to coordinating case-related tasks and managing filings, our professionals provide reliable support that frees attorneys to focus on client needs and legal strategy.
US-Based & Experienced
Our paralegals bring relevant experience, college degrees, and specialized certifications to support your firm’s needs. Explore Our Paralegal Matching Process.
Specialized Elder Law Support
Our paralegals assist with guardianship and conservatorship matters, Medicaid planning documentation, estate planning documents, probate administration, document preparation, and court filings. They help manage the paperwork and administrative demands involved in supporting older adults and their families.
One-Time Project Support
From short-term assignments to special projects, get expert paralegal support tailored to your firm’s needs and timeline.
Confidentiality & Information Security
Confidentiality agreements, conflict checks, and established security procedures help protect sensitive client and firm information.
Explore Our Areas of Expertise
How Our Virtual Paralegals Can Support Your Firm
Our experienced virtual paralegals offer dedicated support across a wide range of practice areas. Every engagement is supported by a dedicated Account Manager who helps ensure seamless communication, workflow alignment, and ongoing support tailored to your firm’s needs. 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.
Client Intake & Preliminary Legal Research
- Initial Client Contact and Scheduling – Assist in scheduling consultations, gather initial client information, and set expectations for the process.
- Client Information Gathering – Collect necessary documents such as financial statements, medical history, and legal documents to begin the case assessment.
- Conflict Checks – Conduct conflict checks to ensure no ethical or legal conflicts exist between the client and the firm.
- Conduct basic legal research to prepare for the initial consultation, focusing on applicable elder law issues like guardianship, Medicaid, and estate planning.
Case Evaluation and Planning
- Review Client’s Estate and Financial Situation – Assist with reviewing the client’s assets, liabilities, and income sources to develop a customized long-term plan.
- Legal Research on Medicaid and Government Benefits – Research eligibility for Medicaid and other benefits that may impact the client’s estate plan.
- Prepare Estate Planning Documents – Draft wills, trusts, powers of attorney, and advance directives based on the client’s wishes and financial situation.
- Review Healthcare Needs and Long-Term Care Options – Assist in reviewing the client’s healthcare needs and long-term care options to address future care concerns.
- Create Caregiving Arrangements – Assist in the coordination of caregiving arrangements, including researching facilities or in-home care options, as part of the client’s planning.
Legal Documentation and Filing
- Prepare Medicaid Applications – Assist in completing and filing Medicaid applications, ensuring all financial and medical documentation is included
- Court Filings for Guardianship or Conservatorship – Assist with preparing and filing petitions for guardianship or conservatorship if the client requires legal decision-making assistance.
- Draft and File Trusts and Wills – Prepare, review, and file trusts and wills, ensuring they meet the legal requirements and accurately reflect the client’s wishes.
- Prepare Tax Documents – Assist in preparing tax-related documents for the client, including filing requirements related to estate planning or long-term care.
Ongoing Case Management
- Client Communication and Updates – Regularly update clients on case progress, schedule meetings, and address concerns throughout the process.
- File Organization and Case Management – Maintain organized case files, ensuring all documents are properly filed and easily accessible for future reference.
- Billing and Invoicing – Track hours worked, prepare billing statements, and send invoices to clients for services rendered.
- Monitor Medicaid Eligibility and Benefits – Keep track of any changes in the client’s Medicaid eligibility or benefits status, ensuring timely updates to their case.
AI & Operational Best Practices
- Document Accuracy & Consistency Checks – Compare AI-assisted drafts with case records and supporting documents to identify factual errors, omissions, and inconsistencies before attorney approval or filing.
- Court AI Requirements Research – Research court rules, standing orders, and judge-specific requirements concerning AI use, disclosures, and certifications for attorney review.
- AI Review Checklist Support – Prepare and maintain attorney-approved checklists outlining required checks before AI-assisted work is sent or filed.
- AI Output Verification – Support the review of AI-generated content by verifying citations, confirming referenced sources, and identifying inconsistencies for attorney review.
- Operational Efficiency Research – Research emerging tools, workflow trends, and operational best practices relevant to law firms.
Trusted Support That Delivers
Why Law Firms Choose Equivity
Choosing the right support partner is about more than finding qualified professionals. It’s about working with a provider that understands the demands of running a law firm, can adapt as your needs change, and takes an active role in making the relationship work. Equivity combines legal industry experience, a comprehensive service offering, and dedicated account management to provide a more coordinated approach to supporting your firm.
Built for Law Firms
Founded by an attorney, Equivity understands the demands of legal work, the pressures on your team, and the specialized support your firm needs.
An Extension of Your Team
Our professionals learn your firm’s systems, processes, and communication style so they can work effectively alongside your team and fit the way you do business.
More Services. One Partner.
Spend less time coordinating multiple providers. Access support across legal work, administration, intake, technology, billing, and marketing through one partner.
Dedicated Management and Oversight
You have a dedicated Account Manager to coordinate services, guide onboarding, maintain communication, and help ensure your support continues to meet your firm’s needs.
Paralegal Plans and Pricing
Our Monthly Plan gives you the flexibility to pay for just the hours you need, no rollovers, no long-term commitment. Our Annual Plan is designed for ongoing support, allowing you to purchase hours in advance and roll over any unused hours for up to one year.
Need higher-volume support? For larger monthly needs, consistent part-time hours, or a full-time team member at a fraction of in-house costs, contact us for details and pricing.
Click here to view our California rates.
Expert Help for Every Part of Your Practice
Law Firm Support Services
Your firm's needs often extend beyond any one area of support. Equivity provides flexible, scalable professionals to help with the work behind your practice, from paralegal and administrative support to client intake, billing, and marketing. Get the expertise you need across your firm, all through one trusted partner.
Paralegal Support
Move legal matters forward with practice-specific support for case preparation, document drafting, discovery, filings, and ongoing casework.
Legal Assistants
Free up your time by delegating scheduling, client communications, document coordination, intake follow-up, and routine case administration.
Client Intake & Reception
Connect with more prospective clients through timely responses, organized intake, appointment coordination, and reliable follow-up.
Law Firm Billing
Keep your billing operations organized and efficient with dependable support for billing workflows, administrative processes, and related tasks.
Law Firm Marketing
Grow your firm’s visibility and attract more potential clients with ongoing marketing support tailored to your goals.
One-Time Projects
Scalable paralegal or admin support for discovery, trial prep, or overflow work.
What's Your Current Staffing Model Costing Your Firm?
Use our calculator to compare the cost of in-house staffing versus virtual legal support and identify the most efficient staffing model for your firm.
Personalized Oversight for Your Firm
Dedicated Account Managers
Our Paralegal Account Managers bring expertise to keep your virtual legal team running seamlessly, from onboarding and daily operations to compliance and support. They serve as your dedicated point of contact, ensuring your team stays aligned with your firm’s goals and standards.
See How Your Account Manager Supports Your Paralegal Partnership
Onboarding & Setup
Your Account Manager evaluates your firm’s needs and integrates support into your workflow.
Conflict Resolution
Your Account Manager oversees conflict checks, maintains account security, and enforces compliance standards.
Team Management
They oversee paralegal assignments, monitor workloads, and keep tasks on track.
Ongoing Optimization
Through regular assessments, they refine processes and recommend strategies to enhance overall efficiency.
Your Path to Support Starts Here
How To Get Started
Get Started
Select the plan that fits your needs and sign up instantly, or contact us to discuss your options. No long-term contracts—adjust or cancel anytime!
Match & Interview
We’ll pair you with the right assistant and send their detailed bio. You’ll then have a quick interview to ensure the match feels right.
Launch & Succeed
Your assistant will schedule a call with you and your Account Manager to align on goals, communication, and next steps.
Improve Firm Efficiency
Identify workflow bottlenecks, administrative gaps, and delegation opportunities with our Law Firm Efficiency Audit.
Ask an Expert
Not sure where your firm needs support? We’ll review your needs and recommend the right services and support structure for your firm.
Discover More
Still have questions? Explore guides, comparisons, and decision tools covering staffing models, ROI, service options and more.
