Wills, Trusts, Probate
Scale Your Practice: Expert Wills, Trusts & Probate Paralegal Support
Efficient, Knowledgeable, and Remote (Virtual) 1099 Paralegal Services for Attorneys in All 50 States
Best Virtual Paralegal provides specialized support to busy attorneys like you. We handle the complex, time-consuming drafting and administration for your estate planning, trust, and probate cases, allowing you to focus on your clients and high-level legal strategy.
Our Comprehensive Paralegal Support Services
We integrate seamlessly with your practice to deliver expert assistance across the entire case lifecycle.
Estate Planning & Trust Interviewing & Drafting
Free up your time with meticulous and accurate document preparation. We assist with drafting a complete range of estate planning documents, including:
- Interviewing your clients to draft estate planning documents.
- Estate Planning Documents: Last Wills & Codicils, Healthcare Directives, Deeds, Financial Directives, Living Wills, and more.
- Wills: With and without tax planning provisions.
- Trusts:
- Wills with testamentary trusts
- Living Trusts (Revocable)
- Irrevocable Trusts
- Pour-over Wills
Summaries & Inserts
- Will Summary documents
- Name and Fiduciary Summary
- Client Portfolio Inserts
- Critical Ancillary Documents:
- Durable Financial Power of Attorney
- Health Care Power of Attorney (Advanced Directive)
Living Will
- HIPAA Authorization
- Anatomical Gift Form
- Personal Property Memorandum
Probate & Estate Administration
We are your right-hand support from the initial filing to the final distribution. Our team supports attorneys by managing the detailed process of probate and administration:
- Opening & Closing Probate: Preparing and managing all filings for opening and closing the estate.
- Client & Fiduciary Liaison: We gather information, interview, and work directly with Personal Representatives (Executors) and loved ones.
- Asset Management: Preparing the Inventory and Appraisement, Identifying and differentiating Probate Property vs. Non-Probate Assets.
- Procedural Expertise: Drafting Estate Timelines and managing deadlines.
- Navigating the Law of Intestate Succession including assisting attorneys with locating potential Heirs & Legacies.
- Handling and advising on Claims Against the Estate.
- Accounting: Drafting the Final Accounting and other filings needed to efficiently close the estate.
Complex Estate Litigation Support
When estates become contentious, we provide the robust support you need to build a winning case. We assist with:
- Drafting complex petitions and motions to challenge or defend Wills and other estate planning as part of litigation strategy.
- Organizing and managing voluminous case documents.
- Preparing evidence summaries and supporting motions.
- Assisting with all phases of litigation preparation to support your trial strategy.
Why Choose Best Virtual Paralegal?
- Nationwide Support: Our team is experienced in providing remote support to attorneys in all 50 states.
- Specialized Focus: We don't dabble. Our expertise is in wills, estates, trusts, and probate.
- Increase Your Billable Hours: By delegating complex administrative and drafting tasks to us, you free up your time to focus on billable client work, consultations, and growing your firm.
- Reliable & Professional: We act as a seamless extension of your team, providing professional and reliable service you can count on.
Streamline Your Practice Today
Stop drowning in paperwork and administrative burdens. Let Best Virtual Paralegal handle the details so you can handle the court and giving the legal advice.
By completing the contact us page, you a member of the Best Virtual Paralegal Team to contact you to arrange an informative intake appointment to help you get started.
