Estate Planning/Probate
Support your probate and estate planning practice with dedicated virtual assistants who assist from initial client intake through estate administration—handling document collection, beneficiary coordination, court filing support, case tracking, and ongoing client communication, ensuring each matter progresses with accuracy, organization, and care.
- Vetted VAs
- Multi-Skilled VAs
- Pre-Trained VAs
- English–Spanish VAs
Full Case Coverage
Intake to Closing Estate
Document-Heavy Workflow
30%–50% faster completion
Client & Beneficiary Coordination
Communication Support
Improved Turnaround Time
Cut filing delays by up to 40%
Probate and estate matters shouldn't leave families navigating uncertainty on their own
Your role is to provide guidance and reassurance, while our VAs handle intake, document coordination, beneficiary communication, and case tracking with care and precision.
Case & Document Lifecycle Management
Our VAs can assist end-to-end handling client intake, document organization, draft documents, manage version control, and completion of all required legal forms and case files.
Deadline, Court, and Compliance Tracking
Our VAs can help in tracking court deadlines, probate milestones, notices, and compliance checklists while managing attorney and client reminders and ensuring proper documentation throughout the case lifecycle.
Client Communication & Admin Coordination
Our VAs can handle client communications, scheduling key appointments, coordinating with stakeholders, sending case updates and document requests, and managing follow-ups to keep cases moving forward.
Everything You Need. One Complete Solution.
From the moment a lead calls to final disbursement, our VAs handle every administrative touchpoint.
Reception Admin Assistant
- Answer general inquiry calls.
- Transfer calls to the right firm staff.
- Take messages, coordinate on communication channels, and document on case management systems.
- Respond in real-time to emails and SMS.
- Review and call back voicemails.
- Organize emails and coordinate with firm staff.
- Screen potential clients for consultation.
- Draft and send engagement letters.
- Create matters on CMS and assign tasks.
- Manage attorney and firm's calendar (e.g. personal appointments, client and court-related).
- Calendar important dates (e.g. next call/email follow-up, due date, deadlines)
- Assist in sending and following up on records requests and documents for compliance from clients and other third parties.
- Update client information on CMS.
- Record expense entries.
- Pay bills.
Legal Admin Assistant
- Publish Notices
- Submit Orders to the court
- Coordinate with clients, courts, and other third parties.
- Review, rename, and organize received documents.
- Assist in drafting the initial estate planning documents, including wills, trusts, guardianships, conservatorships, adoptions, and any other estate planning documents.
- Prepare spreadsheets for inventory and asset management.
- Assist in drafting templated documents and forms (e.g. Living Will, Living Trust and Ancillaries, HIPAA Authorization, Health Care Power of Attorney, Durable Financial Power of Attorney, Certificate of Trust, Assignment Personal Property).
- Order probate documents to the court/country clerk.
- Draft probate documents, including Letters of Administration, Letters of Testamentary, Inventory and Appraisals, Notice of Appointment, Oaths, Orders, and any other documents relating to administrating probate.
- Review and audit received documents.
- E-record deeds, e-file, and mail documents.
- Call existing clients for case updates.
Simple Onboarding. Seamless Integration.
Get your dedicated VA team up and running in less than a week.
1- Discovery Call
We learn your workflows, case types, and specific needs.
2 - VA Assignment
We learn your workflows, case types, and specific needs.
3 - System Setup
We integrate with your case management system and processes.
4 - Go Live
Your VA team starts handling calls, intake, and admin work.
Ready to Scale Your PI Practice?
Schedule a free consultation to see how our VAs can transform your firm's operations.