Estate Planning Virtual Assistant for Hire

For Estate Planning Attorneys

Practice Law.
Let Us Handle the Paperwork.

Hire a fully managed Estate Planning Virtual Assistant. We handle client intake, CRM management, document drafting prep, and deed recording—overseen by a dedicated project manager to ensure absolute confidentiality and efficiency.

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Administrative Excellence for Law Firms

Estate planning requires meticulous attention to detail. Our specialized legal assistants handle the administrative burden so you can focus on advising clients.

Document Drafting Preparation

Clerical data entry into drafting software (like WealthCounsel). VAs input client intake data to generate initial drafts of Wills, Trusts, POAs, and Healthcare Directives for attorney review, saving you hours of typing.

Client Intake & CRM Management

Managing Lawmatics or Clio Grow. Sending out digital intake questionnaires, following up with clients for missing asset information, and ensuring CRM files are complete prior to the initial consultation.

Scheduling & Signing Coordination

Handling calendar tetris. Scheduling initial consults, design meetings, and coordinating the administrative logistics for signing ceremonies, including confirming witnesses or remote notaries.

Deed Recording & Funding Follow-up

Preparing cover letters for county recorders, tracking the status of mailed deeds, and following up with banks or financial institutions to ensure clients have properly funded their trusts.

The Sagedoer Managed Advantage

Why law firms choose our managed infrastructure over unvetted freelancer platforms.

Traditional Freelancers

Sagedoer Managed VA

✖ High Overhead & Markups

Lose up to 40% of your budget to platform bidding fees and hidden memberships.

✔ 0% Hidden Fees

Pay strictly for actual hours worked. Simple, consolidated USD invoicing.

✖ You Must Micromanage

Attorneys lose billable hours training and supervising the VA's daily clerical output.

✔ Dedicated Project Manager

A PM oversees the VA's daily tasks and ensures strict confidentiality protocols—at no extra cost.

✖ Workflow Disruptions

If a freelancer quits, your intake process stops while you interview replacements.

✔ Seamless Replacements

If a VA takes leave, we instantly assign a trained internal replacement. Zero disruption to your firm.

Onboarding Your Legal Assistant

A secure, compliant integration into your firm's operations.

I

Submit Requirements

Share your software stack (e.g., Clio, WealthCounsel) and your most pressing administrative bottlenecks.

II

Finalise Strategy

Your Project Manager reviews your goals, outlines secure access protocols, and finalises the partnership.

III

Expert Execution

The PM takes charge. Our trained VAs begin handling intake, drafting prep, and CRM data entry.

IV

Pay Only For Output

Centralised time tracking ensures you are billed exclusively for actual working hours. PM oversight is free.

Predictable Administrative Costs

Scale your law firm's capacity without the overhead of full-time, in-office staff.

Part-Time Assistant

20 HOURS PER WEEK
$7/hour

Est. $560 USD / Month (4 Weeks)

  • ✔ Pay only for hours of pure work
  • ✔ Dedicated Project Manager included
  • ✔ Free management supervision
  • ✔ Zero setup or onboarding fees
  • ✔ No monthly membership charges
Schedule Consult
MAXIMUM VALUE

Full-Time Assistant

40 HOURS PER WEEK
$6/hour

Est. $960 USD / Month (4 Weeks)

  • ✔ Pay only for hours of pure work
  • ✔ Dedicated Project Manager included
  • ✔ Free management supervision
  • ✔ Zero setup or onboarding fees
  • ✔ No monthly membership charges
Hire Full-Time VA

Trusted by Estate Planning Attorneys

See how we help solo practitioners and growing firms reclaim billable hours.

★★★★★

"The data entry for WealthCounsel was eating up my weekends. Sagedoer's VA inputs all the intake questionnaire data so when I sit down to review, the foundational draft is already prepped. Absolute game changer."

- Thomas H., Solo Practitioner
★★★★★

"Having the Dedicated PM means I don't have to manage the VA's time. They handle following up with clients for missing asset lists and schedule all my signing meetings. My firm's capacity has doubled."

- Rachel M., Managing Partner
★★★★★

"We struggled with deed recording tracking. Our VA now prepares all county cover letters and follows up on funding letters for our trust clients. At $6/hour, it is the best investment our firm has made."

- David W., Estate Planning Attorney
★★★★★

"The data entry for WealthCounsel was eating up my weekends. Sagedoer's VA inputs all the intake questionnaire data so when I sit down to review, the foundational draft is already prepped. Absolute game changer."

- Thomas H., Solo Practitioner
★★★★★

"Having the Dedicated PM means I don't have to manage the VA's time. They handle following up with clients for missing asset lists and schedule all my signing meetings. My firm's capacity has doubled."

- Rachel M., Managing Partner
★★★★★

"We struggled with deed recording tracking. Our VA now prepares all county cover letters and follows up on funding letters for our trust clients. At $6/hour, it is the best investment our firm has made."

- David W., Estate Planning Attorney

Attorney FAQs

How do you ensure client confidentiality?
We take attorney-client privilege and confidentiality seriously. Our VAs sign strict NDAs and operate within your secure, cloud-based systems (via VPN or secure login). Data never leaves your controlled environment.
Is this the Unauthorized Practice of Law (UPL)?
No. Our Virtual Assistants act strictly in an administrative and clerical capacity. They enter data into your drafting software and prepare documents *for your final review and approval*. They do not provide legal advice to clients.
Do they know how to use WealthCounsel or ElderCounsel?
Yes. VAs can be assigned who have experience navigating these specific drafting platforms, inputting client intake data to generate initial document assemblies based on your firm's standard templates.
What is the role of the Dedicated Project Manager?
Unlike freelancer platforms where you must constantly QA the work, our PM oversees the VA's daily clerical output, ensures tasks like deed recording follow-ups are completed, and manages time-tracking—saving your firm management overhead.

Ready to streamline your practice?

Submit your software stack and administrative needs below. A Project Manager will outline a tailored strategy for your firm.

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