Excellence in every detail, every time.
Experienced Paralegal Support for New York Estate Administration Attorneys.
Legacy Paralegal Solutions, LLC ("Legacy") is a virtual paralegal services company specializing in supporting solo attorneys and small law firms with estate administration in New York State. Our services are direct: paralegal to attorney.
Through detail-driven work and superior service, Legacy delivers the careful and comprehensive paralegal support attorneys need and should be able to expect for their clients. At Legacy, quality and reliability aren’t afterthoughts—they are the foundation of every client relationship and how we approach every task, every time.
Legacy was founded on the belief that attorneys deserve reliable, detail-focused support that strengthens their practice rather than slowing it down. Our work is grounded in a commitment to earning trust through quality and dependability. Legacy becomes a true extension of your team that is invested in your cases, your clients, and your success.
Legacy’s experienced paralegal has nearly two decades of experience in legal departments at both the federal and state levels and as a freelance paralegal and case manager working with dozens of trusts and estates firms and Surrogate’s Courts in New York and New Jersey, which enables her to work seamlessly with attorneys, courts, and their systems.
You don’t have to do everything alone. You just need the right support. Offload tasks to an experienced paralegal with Legacy.
Service Areas
-
Probate of Wills
From preparing petitions to tracking deadlines and coordinating with fiduciaries, we handle the tasks needed to facilitate the progression of your probate cases.
-
Estate Administration
We support attorneys in advancing all phases of administration, including: intake; asset discovery; document preparation; communication with administrators; e-filing; and court follow-up.
-
General Paralegal Services
We also assist attorneys with broader paralegal and administrative tasks, such as conducting case file audits to determine case needs; file organization; preparing exhibits; client intake and follow-up; and e-filing.
Services
Our services are entirely virtual. We collaborate by phone and email and have substantial experience integrating with law firm case management systems and software, including Clio, Box, HotDocs, and more. Our services are direct, paralegal to attorney, and you will always work with the same experienced paralegal who becomes familiar with your cases, your style, and your clients:
Client intake
Collecting information needed for administration and probate proceedings
Preparing petitions, applications, and supporting documents
Identifying case file needs
Identifying and tracking decedent assets and debts
e-Filing
Preparing correspondence to clients, courts, and interested parties
Conducting follow-up with clients, courts, and other parties
Preparing and submitting Estate Tax forms
Marshaling assets
Preparing and submitting estate EIN applications
Overcome Your Obstacles by Offloading Tasks to an Experienced Legacy Paralegal
Missed Revenue Opportunities
When your caseload slows you down, you may end up turning away clients or delaying billable work. With added support from Legacy, you can take on more cases, bill more hours, and serve your clients more efficiently—improving the client experience while increasing revenue opportunities.
No Work-Life Balance
If you find you’re working less than ideal hours just to keep up, Legacy can reduce the pressure by keeping your cases moving even when you’re off the clock so the bulk of your work stays within business hours and your personal time remains yours.
Inefficient Case Management
If your cases are starting to bottleneck, workflow and client satisfaction can be compromised. Supplementing your capacity with Legacy adds built-in structure and consistency to address bottlenecks that hinder workflow and influence client satisfaction.
Choose the Service Option that Fits Your Firm
The Sprout
Our baseline plan for attorneys needing targeted, efficient support for select matters.
The Seedling
Ideal for growing firms that need steady, reliable assistance with different phases of case management.
The Sapling
A great fit for firms with several active matters and ready to offload significant case work each month.
The Mature Oak
Our most comprehensive level of service, designed for firms needing substantial paralegal integration to facilitate progression on numerous or complex matters.
Hourly Service
Ideal for attorneys who prefer straight hourly billing and assistance offloading tasks without an ongoing package. Hourly services are billed at the rate of $70 per hour with no minimum commitment, allowing you to engage support only as needed.
Project-Based (Flat-Fee) Service
This option is ideal for attorneys who want greater definition up front and know what will be handled. We’ll map out the project, align on expectations, develop a customized fee, and keep everything moving.
Monthly Service Packages
Because caseloads can ebb and flow, Legacy’s service plans are designed to scale with your needs. Legacy’s monthly service plans make it easy to start where you are and expand as your workload grows while receiving services at a discounted package rate.
Contact Us
How to Contact Legacy Directly
Have questions or ready to offload tasks to an experienced paralegal? Legacy is here when you are ready to move forward. Use the contact details immediately below to contact Sarah, Legacy Owner and Principal Paralegal, directly or enter your contact information using the Contact Form in this section so Sarah may reach out to you.
LEGACY PARALEGAL SOLUTIONS, LLC
Tel.: 518-347-7844
Email: Sarah@thelegacyparalegal.com
Contact Form
If you are an attorney considering Legacy’s services and would prefer that Legacy reaches out to you directly, please use the Contact Form immediately below. This will send your contact details directly to our inbox.