Estate Planning
DocketHire virtual assistants help estate planning attorneys draft trusts and wills, prepare probate filings, organize asset inventories, and manage client signing appointments.
Estate planning practices thrive on efficiency and accuracy. Every trust, will, power of attorney, and beneficiary designation must be drafted with precision and delivered to clients in a professional, organized manner. DocketHire virtual assistants support estate planning attorneys by handling the document preparation, asset inventory organization, and client coordination that keep your practice running smoothly.
Our staff are trained to work with estate planning document assembly tools and templates. They prepare initial drafts of revocable living trusts, pour over wills, advance healthcare directives, and financial powers of attorney based on your firm's questionnaires and intake data. They also coordinate signing appointments, prepare binders or digital packages for clients, and manage the trust funding process.
For firms that also handle probate and trust administration, DocketHire assistants manage court filings, creditor notice publication, asset inventories, and beneficiary correspondence. This support allows attorneys to serve more families while maintaining the thoughtful, personalized experience that estate planning clients expect.
Key Tasks
- Trust and will document drafting from templates
- Client questionnaire distribution and data entry
- Asset inventory spreadsheet preparation
- Signing appointment scheduling and coordination
- Trust funding letter preparation
- Probate petition and court filing preparation
- Creditor notice publication coordination
- Beneficiary correspondence and distribution tracking
- Power of attorney and healthcare directive preparation
- Estate plan binder and digital package assembly
Tools & Platforms
How It Works
Share Your Needs
Tell us about your estate planning workflows, templates, and client volume.
Get Matched
We assign assistants experienced in trust and estate document preparation.
See Results
Your team handles drafting, coordination, and filings so you can counsel clients directly.
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