Service Areas
Probate
We help attorneys streamline probate cases by handling many of the detailed, day-to-day tasks that can bog down workflow. From preparing the petition and supporting documents to tracking deadlines and coordinating with fiduciaries, we handle the paralegal and administrative work needed to promote case progression.
Administration
We support attorneys in managing all phases of administration, including: client intake; asset discovery; document collection and preparation; correspondence with administrators, heirs at law, and other interested parties; e-filing; preparing EIN applications and Estate Tax forms; and conducting 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 posture and needs; file organization; data entry; assembling and marking exhibits; preparing, sending, and tracking correspondence; conducting client intake and follow-up; and e-filing.
Services
Whether you need support from client intake through case closure, help clearing a backlog, or a full overhaul of your firm's systems and case files, Legacy is ready to step in. We offer a range of paralegal and administrative services designed to keep your cases moving and your firm running smoothly. Legacy can assist your firm with:
- performing client intake
- collecting necessary information and documents needed for probate proceedings
- identifying and tracking decedent assets and debts
- preparing petitions and supporting documents such as notices, waivers, affidavits, proposed decrees and orders, letters, and receipts and releases
- e-filing
- preparing and submitting estate EIN applications
- preparing correspondence to clients, interested parties, and courts
- conducting follow-up with clients, courts, and interested parties
- marshaling assets
- preparing and submitting Estate Tax forms to NYS Estate Tax Unit
- identifying case file needs