Experienced Paralegal Support for Trust and Estate Attorneys.

“You may delay, but time will not.”
— Benjamin Franklin

Our Services

Probate | Beginning to end support of the probate process.
Other Services | Let's work together to see how we can support you!
Trust Administration | Experienced document preparation.
Estate Planning | Personalized estate plan drafting support.

We use your templates or ours to prepare all trust administration documents from beginning to end. We can communicate directly with your clients with empathy and grace to gather documents and information needed.

Additional support:

  • Petition to Remove Trustee

  • Petition to Modify

  • Heggstad Petition

  • Beneficiary Representation - pre-Litigation support

Estate Planning - Flat Rate Drafting

We use your drafting software, whether Wealth Counsel or other, and your instructions to prepare full Estate Plans (including Deeds).

Software experience:

  • Wealth Counsel

  • Clio

  • Microsoft Office

  • Smokeball

  • MyCase

  • DecisionVault

Flat Rate: $350 (includes 1 Deed)

Additional Deeds: $75 each

Trust Administration - Hourly

After 17 years in Trust and Estate law, we’ve learned some extra things along the way. We provide the following additional services:

  • Pre-litigation (estate) - drafting demand letters

  • Estate Litigation - drafting Petitions and Motions, filing, calendaring, etc.

  • Business Formation: Prepare S Corps, C Corps and LLCs

  • Restraining Orders

  • Case Management

  • Training Staff

  • Assistant Support

Probate - Hourly

We prepare all judicial council forms to support a probate administration from beginning to end. We understand this process can be challenging for the proposed administrator, and can walk alongside to make the process easier.

Additional Services:

  • Affidavit of Death and change in ownership forms

  • Court filing

  • Court Accountings

Other Services - Hourly

Junior Paralegal: $50/hour

Senior Paralegal: $100/hour

Work With Us