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Wills, Trust & Estates Support Services

Wills, Trust & Estates Support Servicest

Elevate your estate planning practice with Draft n Craft’s specialized paralegal services for Wills, Trusts & Estates. We provide unparalleled support to attorneys, law firms, and estate planning professionals, enabling you to deliver exceptional service to your clients while optimizing your practice's efficiency.

With years of dedicated experience in estate planning paralegal work, our team offers in-depth knowledge and meticulous attention to detail. We understand the complexities of wills, trusts, and estates, and we're committed to providing superior support throughout the entire estate planning process. We Offer:

    Will Preparation and Review

    • Draft and review wills based on client specifications
    • Ensure compliance with state-specific laws and regulations
    • Prepare supporting documents such as affidavits and witnesses' statements

    Trust Formation and Administration

    • Assist in drafting various types of trusts (revocable, irrevocable, special needs, etc.)
    • Prepare trust funding documents
    • Support ongoing trust administration tasks

    Estate Planning Document Preparation

    • Create comprehensive estate planning packages
    • Draft powers of attorney, healthcare directives, and living wills
    • Prepare estate planning questionnaires and client intake forms

    Probate and Estate Administration Support

    • Assist with probate filings and court procedures
    • Prepare inventories of estate assets and accountings
    • Draft correspondence with beneficiaries, creditors, and financial institutions

    Asset Inventory and Valuation Assistance

    • Compile comprehensive lists of client assets
    • Research and document asset valuations
    • Prepare reports for attorney review

    Legal Research and Case Law Analysis

    • Conduct thorough research on estate planning laws and regulations
    • Provide summaries of relevant case law and legal precedents
    • Stay updated on changes in estate tax laws and planning strategies

    Client Communication and Coordination

    • Manage client inquiries and schedule appointments
    • Facilitate the gathering of necessary documents and information
    • Provide regular updates to clients on the status of their estate planning matters

    Document Management and Organization

    • Maintain meticulous digital and physical filing systems
    • Ensure proper execution and storage of all estate planning documents
    • Implement efficient document retrieval processes
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