The following is a list of services we offer:

(click here for a description of some recent projects)

Estate Administration

  • Drafting of petitions, waivers, and other probate documents.
  • Drafting of trustee appointments and other trust administration documents
  • Preparation of informal or formal accountings
  • Drafting of letters to fiduciaries and beneficiaries
  • Serving as an additional point of contact for fiduciaries and beneficiaries
  • Probate case and Trust Administration task tracking
  • Calendaring and providing reminders of deadlines

Estate Planning

  • Drafting of Power of Attorney, Living Will/Health Care Surrogate, Will, Pour-Over Will, and Trust documents
  • Drafting of deeds, assignments, notes, certificates of trust and other asset-related documents
  • Preparation of asset portfolio lists and task tracking for asset transfers

Law Firm Administration/Administrative Services

  • Assisting with mailings
  • Maintenance of WordPress websites
  • Management and tracking of client projects
  • Scanning of client files/documents

Document Automation

  • Assisting with finding the best document automation solution for your firm’s needs
  • Preparation of “merge-capable” documents.


  • Setting up a simple WordPress website
  • Managing social media accounts and advertising
  • Preparation of brochures and newsletters
  • Coordinating events

Wild Apricot Member Site Administration

  • Setting up Wild Apricot Site for member organizations
  • Setting up events and event notifications with RSVP’s
  • Preparing member newsletters
  • Sending email polls and surveys
  • Management of member database