New York State · Estate Administration

Estate Administration Support
for New York Attorneys—
Virtual. Reliable.
Done Right.

Paralegal-to-attorney support that integrates seamlessly into your practice, so you can focus on your practice instead of paperwork.

View Plans Our Services

Our Foundation

One Paralegal.
Your Cases. Every Time.

Legacy Paralegal Solutions was founded on a simple belief: solo and small firm attorneys shouldn't have to choose between growing their practice and serving their clients well.

We provide dedicated paralegal support for probate and estate administration across New York State, handled virtually by one experienced paralegal who knows your cases, works within your systems, and is committed to getting the details right every time.

No shortcuts, no revolving door, no compromises on quality.

What We Handle

Full-Phase Estate Administration Support

From intake to matter closure, every phase is handled reliably.

Probate & Administration

Estate Administration

Complete paralegal support for probate and administration proceedings from start to finish.

Petition & supporting documents preparation
Asset & debt identification & tracking
Fiduciary appointment
Correspondence with clients, interested parties, and New York Surrogate's Courts
E-filing & court follow-up
EIN applications

Case Management

Workflow & File Support

Structural support to keep your caseload organized and moving forward without delays.

Client intake
Case file audits
File organization
Exhibit preparation
Client follow-up
E-filing support

Virtual Integration

Seamless Tech Integration

Works directly within your existing systems—no disruption to your workflow.

Integration with Clio, Box, HotDocs, and more
Custom case platforms
Email & phone workflow
Document automation
Consistent single contact

Why Attorneys Choose Legacy

Bottlenecked Caseload?
Don't Turn Away Clients.

New York Probates and Administrations Only
We work in one area and one area only: New York estate administration. That singular focus shapes everything about how we work and what we deliver.
One Paralegal, Always Yours
No rotating staff. One dedicated professional who learns your cases, your clients, and your preferences.
Faster Turnaround, More Clients
Faster document turnaround means you can take on more clients without compromising quality.
Built-In Structure & Consistency
Legacy adds process to your practice—addressing bottlenecks before they affect workflow and client satisfaction.

Quality and reliability aren't afterthoughts here—
they're the whole point.

Getting Started

From First Contact to First Matter

A straightforward path to dedicated paralegal support—no lengthy vetting, no drawn-out onboarding.

Reach Out

Send an email or use the contact form. Tell us a bit about your practice and what you're looking for.

Discovery Call

We schedule a brief call to learn about each other—your caseload, your workflow, and how Legacy can best support you.

III

Sign the Service Agreement

We formalize the engagement with a clear service agreement that outlines scope, confidentiality, and expectations.

Get to Work

Legacy integrates into your practice and gets to work. Your first matter is handled with the same care as your hundredth.

✦ Most attorneys are ready to send their first matter in as little as 1 business day.

Pricing & Service Options

Find the Right Fit for Your Practice

Monthly Service Option

Tier I

The Sprout

10 hrs/month

$75/hour

$750/Month

The Seedling

20 hrs/month

$70/hour

$1,400/Month

Tier III

The Sapling

30 hrs/month

$65/hour

$1,950/Month

Tier IV

The Mature Oak

40 hrs/month

$60/hour

$2,400/Month

All monthly packages include discounted rates.

Hourly Service Option

$80/hour

No minimum or maximum commitment. Engage support only as needed—billed at a straight hourly rate with no package required.

Project-Based Service Option

Custom

Ideal for clearly defined, discrete matters—such as exclusively document preparation. A flat fee is quoted based on the scope of the project.

Ready to Get Started?

Your Practice Deserves
Dedicated Support.

Let's talk about your caseload and how Legacy can help you move matters forward—without the overhead of a full-time hire.

Schedule a Discovery Call Review Plans

✦ No lengthy vetting. No drawn-out onboarding. Most attorneys send their first matter within 1 day.

Estate Administration Support
for New York Attorneys—
Virtual. Reliable.
Done Right.

One Paralegal.
Your Cases. Every Time.

Full-Phase Estate Administration Support

Estate Administration

Workflow & File Support

Seamless Tech Integration

Bottlenecked Caseload?
Don't Turn Away Clients.

From First Contact to First Matter

Find the Right Fit for Your Practice

The Sprout

The Seedling

The Sapling

The Mature Oak

Your Practice Deserves
Dedicated Support.

© 2025 Legacy Paralegal Solutions, LLC All rights reserved.

Home | About | Disclaimer

LEGACY PARALEGAL SOLUTIONS, LLC

thelegacyparalegal.com | 518-347-7844

Sarah@thelegacyparalegal.com

Estate Administration Supportfor New York Attorneys—Virtual. Reliable.Done Right.

One Paralegal.Your Cases. Every Time.

Full-Phase Estate Administration Support

Estate Administration

Workflow & File Support

Seamless Tech Integration

Bottlenecked Caseload?Don't Turn Away Clients.

From First Contact to First Matter

Find the Right Fit for Your Practice

The Sprout

The Seedling

The Sapling

The Mature Oak

Your Practice DeservesDedicated Support.

© 2025 Legacy Paralegal Solutions, LLC All rights reserved.

Home | About | Disclaimer

LEGACY PARALEGAL SOLUTIONS, LLC

thelegacyparalegal.com | 518-347-7844

Sarah@thelegacyparalegal.com

Location

Contact

Become a Client

Estate Administration Support
for New York Attorneys—
Virtual. Reliable.
Done Right.

One Paralegal.
Your Cases. Every Time.

Bottlenecked Caseload?
Don't Turn Away Clients.

Your Practice Deserves
Dedicated Support.