Elite Virtual Assistants

Paralegal

• Prepare and draft probate petitions, pleadings, inventories, accountings, fiduciary documents, and related court filings
• Manage probate matters from estate opening through final distribution and closing
• Draft and revise estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related documents
• Prepare correspondence, engagement letters, and client communications
• Coordinate with clients, beneficiaries, fiduciaries, financial institutions, title companies, and court personnel
• Monitor court deadlines and maintain accurate case calendars
• Organize and maintain electronic client files and legal records
• Assist attorneys with gathering estate assets, preparing inventories, and organizing supporting documentation
• Schedule client meetings and assist with attorney calendar management
• Maintain strict confidentiality and demonstrate exceptional attention to detail

Fractional Probate Paralegal

• Prepare and draft probate petitions, pleadings, inventories, accountings, fiduciary documents, and related court filings
• Manage probate matters from estate opening through final distribution and closing
• Draft and revise estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related documents
• Prepare correspondence, engagement letters, and client communications
• Coordinate with clients, beneficiaries, fiduciaries, financial institutions, title companies, and court personnel
• Monitor court deadlines and maintain accurate case calendars
• Organize and maintain electronic client files and legal records
• Assist attorneys with gathering estate assets, preparing inventories, and organizing supporting documentation
• Schedule client meetings and assist with attorney calendar management
• Maintain strict confidentiality and exceptional attention to detail

Elite Virtual Assistants

Fractional Probate Paralegal

Fractional Estate & Probate Paralegal

Probate Paralegal – 1099 Contractor

Probate Paralegal – Contractor