Legacy Services

If you’ve landed on our website, you may be an attorney who is feeling the weight of too many tasks and not enough time.  Probate paperwork, e-filing, tracking deadlines, client updates, and staying on top of the various courts in which your matters are filed all adds up and can easily pull you away from the higher-level work only you can do.  You may be:

  • Stretched thin with a growing caseload;

  • Tired of small but time-sensitive tasks slowing you down;

  • Wishing you had reliable help but can’t afford the expense of an additional employee.

Our monthly, hourly, and project-based services offer flexible engagement options to add capacity where you need it without overcommitting your budget.

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Service Areas

  • A last will and testament document with a pen, a stopwatch, a quarter, and a chain accessories placed on top.

    Probate of Wills

    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.

  • Table with family tree diagram, open book, magnifying glass, and loose photographs.

    Estate 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.

  • Typed documents with red handwritten edits resting on a wooden table, with a pen, a smartphone, a mug, and a potted plant nearby.

    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.

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Services

Whether you need support from client intake through case closure, getting through a bottleneck, or organizing your firm’s systems and case files, we are here for you. Legacy provides a variety of paralegal and administrative services to promote case progression. Legacy can assist your firm with:

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Client intake

Collecting necessary 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

Service Plans & Pricing

Whether you’re a solo attorney or small law firm in need of short-term help or ongoing support, Legacy offers service options that provide seamless integration with your workflow. Legacy offers several service plan options: monthly packages, project-based (flat-fee) service, or hourly service. 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. You’re never locked into a one-size-fits-all package. Plans are flexible and predictable and adjust to your needs. If an hourly or per-project commitment works better for your firm, Legacy is happy to discuss how we can accommodate that preference.

Monthly Service Packages

The Sprout: 10 Hours Per Month at $65 Per Hour ($650 Monthly)

A perfect starting point for solo practitioners and small firms with occasional paralegal needs. The Sprout Plan provides targeted, efficient support for select matters at a discounted package rate.

The Seedling: 20 Hours Per Month at $60 Per Hour ($1200 Monthly)

Ideal for growing firms that need steady, accessible assistance with different phases of case management. The Seedling Plan offers more flexibility to keep cases moving.

The Sapling: 30 Hours Per Month at $55 Per Hour ($1650 Monthly)

A great fit for firms with several active matters and a need for a higher level of delegated work. The Sapling Plan is ideal for firms that are ready to offload significant case work each month.

The Mature Oak: 40 Hours Per Month at $60 Per Hour ($2400 Monthly)

Our most comprehensive level of service, built for firms needing progression on numerous or complex matters. The Mature Oak Plan is ideal for firms that need substantial paralegal integration throughout the month to provide breadth and depth to their case management.

Hourly Service

Custom, Flat-Fee Price Per Project

Have a clearly defined matter or a one-time need? Legacy offers project-based, flat-rate pricing tailored to your specific scope and deadlines. 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, and keep everything moving. Contact Legacy to discuss the matter and your goals and receive a custom quote.

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Project-Based (Flat-Fee) Service

$70 Per Hour

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.

Contact Us

Interested in working together? Provide your contact information and we will be in touch shortly. We can’t wait to hear from you!