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Scalable Support for Estate Planning Attorneys
Paralegal Services for Growing Practices
Our experienced, U.S.-based virtual paralegals help estate planning firms manage document preparation, organize client information, and reduce the cost of in-house hiring. From preparing estate planning documents and coordinating client information to managing revisions and organizing files, our professionals provide reliable support that frees attorneys to focus on client relationships and estate planning strategies.
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 Estate Planning Support
Our paralegals assist with the preparation of wills, trusts, powers of attorney, healthcare directives, and related estate planning documents. They also help coordinate client intake, organize asset and beneficiary information, manage document revisions, and prepare materials for document execution.
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 Onboarding and Intake
- Initial Consultation & Client Intake – Gather essential details during the first meeting and assist in completing intake forms to understand the client’s estate planning needs, assets, family dynamics, and goals.
- Document Collection & Review – Help clients collect key documents, such as existing wills and financial records, and conduct a preliminary review to begin the planning process.
- Conflict Check – Perform conflict of interest checks to ensure ethical compliance.
Document Preparation and Drafting
- Comprehensive Asset Inventory – Help clients compile an organized inventory of their assets, liabilities, and property holdings to inform their estate plan.
- Draft Estate Planning Documents – Assist attorneys in preparing crucial legal documents such as wills, trusts, healthcare directives, and powers of attorney.
- Review & Revise Estate Planning Documents – Review drafted documents for accuracy and ensure they meet legal standards and client preferences.
Execution of Estate Planning Documents
- Coordinate Document Signings – Organize meetings for the signing of estate planning documents, ensuring all required parties are present and signatures are properly witnessed.
- Coordinate Notary Services – Facilitate notarization of documents.
- Official Filing & Recording – Manage the filing and recording of documents with relevant authorities.
- Distribute Signed Documents – Ensure that all executed documents are distributed to clients, beneficiaries, and other involved parties promptly.
Post Execution and Administration
- Asset Transfer Assistance – Help facilitate the transfer of assets into the client’s trust or other designated accounts, ensuring compliance with legal formalities.
- Beneficiary Communication – Provide clear communication to beneficiaries about the estate plan and their specific roles or entitlements.
- Periodic Review of Estate Plans – Assist clients with regular reviews of their estate plans to accommodate life changes such as marriage, divorce, or the birth of children.
- Trust Administration Support – Aid in the administration of trusts after a client’s passing, ensuring proper asset distribution and transparent communication with beneficiaries.
- Organization and disbursement of funds in accordance with the client’s instructions.
Ongoing Case Management
- Client Communication & Updates – Maintain proactive communication with clients, provide regular case updates, answer inquiries, and collect additional information as needed.
- Case File Organization & Maintenance – Keep all estate planning case files meticulously organized, ensuring that all documents are up-to-date and accessible.
- Case Workflow Management – Ensure the estate planning process stays on track by managing deadlines, coordinating tasks, and facilitating smooth transitions between case stages.
- Coordinate with External Stakeholders – Collaborate with attorneys, financial advisors, accountants, and family members to ensure seamless case progression.
- Bookkeeping – Track billable time and expenses, prepare invoices, manage trust accounts and follow up with accounts receivable.
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.
