The Secret to Boosting Productivity for Estate Planning Attorneys

by | Jun 28, 2023 | Legal, Productivity

As an estate planning attorney, you know how important it is to have the right team to properly manage your firm and ensure that all your client’s legal needs are met. A virtual paralegal can be an invaluable asset to your estate planning firm, providing several services quickly and cost-effectively. Here are four ways a virtual paralegal can improve the productivity of your estate planning firm:

Providing Office Support

Virtual paralegals are highly trained professionals with extensive experience in legal administration who can quickly become an asset to your team by assisting with day-to-day office activities such as billing, invoicing, and client intake. They can calendar key deadlines and court appearances, help attorneys manage their schedules, and ensure that all documents are filed timely, efficiently, and accurately.

Hiring a virtual paralegal has the advantage of eliminating the need for additional personnel in your physical office. You can use their assistance to streamline processes and free up valuable time for other administrative tasks, saving money on overhead and ensuring that critical tasks are completed on time.

Case Management

Estate planning is a complex and time-consuming process. Virtual estate planning paralegals have specialized knowledge of wills, trusts, and estates. For this reason, many attorneys turn to virtual paralegals to help manage their estate planning matters.

Your virtual paralegal can collect and summarize information from clients and third parties, review documents for compliance with state, federal, and other regulations, and manage communications with beneficiaries, debtors, creditors, and other parties.

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Document Preparation and Drafting

An experienced paralegal can draft wills, trusts, powers of attorney (POAs), health care directives, guardianship designations, property transfers, petitions, notices, affidavits, motions, and other probate pleadings. This reduces the cost to the client while also saving you time. Additionally, since virtual paralegals are available on an “as needed” basis, you can skip the additional hiring fees or long-term commitments connected to hiring a full-time, in-office paralegal.

Client Communications

As an attorney, you must promptly consult with clients on matters requiring informed consent and keep them up to date on the progress of their cases. A virtual paralegal can help you with client communications. They can

  • Screen potential clients.
  • Gather information from clients to respond to discovery requests.
  • Provide clients with status updates and schedule meetings with the attorney when the client’s consent is required.

Virtual paralegals can be an invaluable resource for your estate planning practice. They offer a range of services that can lessen your workload, and a practical way to access expertise that might not otherwise be accessible.

Get your firm the additional experienced legal support it needs. Contact us today to get started.

Michelle Allen

Michelle, Equivity’s Assistant Marketing Director, brings over 20 years of marketing experience and holds a degree in International Business. For more insights and updates, connect with Michelle on LinkedIn.

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