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.

Marketing

• 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