Hire Virtual Assistants for Estate Planner

Managed Virtual Assistants for Estate Planners & Probate Attorneys

Stop Chasing Signatures. Start Securing Legacies.

Free your firm from drafting administrative documents, chasing client intake forms, and coordinating witness schedules. Hire a managed VA to handle your practice administration so you can focus on high-level legal strategy and client relationships.

Proficient in Top Legal & Estate Planning Software

WealthCounsel
Clio / MyCase
Actionstep
DocuSign / Adobe
Acuity / Calendly

Back-Office Legal Operations on Autopilot

Our rigorously vetted VAs handle the tedious document preparation and client logistics, ensuring your firm operates efficiently while maintaining strict confidentiality.

Document Prep & Formatting

  • Pre-populating Wills, Trusts, and POAs in WealthCounsel.
  • Proofreading and applying firm-specific formatting to legal drafts.
  • Organizing probate court filings and assembling estate binders.

Client Intake & CRM

  • Following up with clients to collect missing asset information.
  • Entering intake questionnaire data directly into Clio or MyCase.
  • Managing email triage and flagging urgent probate communications.

Signature & Scheduling Logistics

  • Coordinating in-office or mobile notary appointments for signings.
  • Prepping electronic signature packages via DocuSign/Adobe Sign.
  • Reminding clients of upcoming consultation or review meetings.

The Smart Choice for Growing Law Firms

Stop hiring random freelancers for sensitive legal admin. We provide a fully managed, professional support system.

Traditional Freelance Platforms

  • Unreliable & Unsecured They often lack understanding of confidentiality and professional legal standards.
  • You Are The Manager You spend your billable hours micromanaging their daily tasks and checking errors.
  • Hidden Platform Fees Up to 40% lost in hidden markups when hiring through traditional gig sites.
Sagedoer Advantage

Fully Managed Service

  • 0% Hidden Fees Pay strictly for hours of actual output. Keep your overhead predictable.
  • Free Dedicated Project Manager Acts as your single point of contact and handles QA entirely for free.
  • Seamless Replacements Internal replacements happen instantly so your operations never drop frames.

Ready to Delegate in 4 Steps

A remote legal workforce without the management overhead.

1

Submit Requirements

Share your specific firm needs, drafting software, or CRM bottlenecks.

2

Finalise the Deal

Your dedicated project manager aligns the perfect administrative specialist to your practice.

3

Expert Execution

Your manager takes over delegation, ensuring intakes are processed and signings are booked.

4

Pay Only for Output

We log time strictly for actual working hours. Management and QA remain 100% free.

Transparent, Tiered Pricing

Up to 70% savings compared to hiring local paralegals or legal secretaries. Centralised USD billing.

Part-Time Support

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
Start Part-Time
Maximum Value

Full-Time Dedicated

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
Start Full-Time

Trusted by Leading Estate Planners

★★★★★

"Before Sagedoer, I spent my evenings formatting Wills and chasing clients for their intake questionnaires. Now, my VA preps the initial drafts in WealthCounsel and handles the follow-ups. The free PM ensures no detail is missed."

AW

Arthur W.

Managing Partner, Estate Law Firm

★★★★★

"Coordinating signing ceremonies used to be a logistical nightmare. Our VA now schedules the clients, the notary, and the witnesses perfectly in our Clio calendar. It's completely hands-off for the attorneys."

CS

Catherine S.

Solo Estate Planning Attorney

★★★★★

"We needed help digitizing our probate intake process. Sagedoer matched us with a highly professional VA who treats our clients with the utmost respect. The 0% platform fee structure keeps our overhead low."

MR

Michael R.

Senior Probate Specialist

★★★★★

"Before Sagedoer, I spent my evenings formatting Wills and chasing clients for their intake questionnaires. Now, my VA preps the initial drafts in WealthCounsel and handles the follow-ups. The free PM ensures no detail is missed."

AW

Arthur W.

Managing Partner, Estate Law Firm

★★★★★

"Coordinating signing ceremonies used to be a logistical nightmare. Our VA now schedules the clients, the notary, and the witnesses perfectly in our Clio calendar. It's completely hands-off for the attorneys."

CS

Catherine S.

Solo Estate Planning Attorney

★★★★★

"We needed help digitizing our probate intake process. Sagedoer matched us with a highly professional VA who treats our clients with the utmost respect. The 0% platform fee structure keeps our overhead low."

MR

Michael R.

Senior Probate Specialist

Frequently Asked Questions

How do you handle client confidentiality?

Confidentiality is paramount in estate planning. All Sagedoer VAs sign strict NDAs and operate under your firm's compliance protocols, ensuring attorney-client privilege is maintained at all times.

Can they use WealthCounsel or Actionstep?

Yes. Our assistants are highly adaptable to legal software. Your dedicated project manager will work with you during onboarding to ensure the VA masters your specific workflows in Clio, WealthCounsel, or MyCase.

Will they communicate directly with my clients?

If you choose. Our VAs possess excellent written and verbal English skills. They can professionally follow up with clients regarding missing intake forms, schedule signings, and act as a polished extension of your firm.

Are they drafting legal advice?

No. VAs provide purely administrative and formatting support. They can pre-populate templates and organize files, but all legal drafting, review, and advice must be conducted by the licensed attorney.

Optimize Your Practice

Ready to eliminate your administrative backlog and focus purely on serving your clients? Reach out today.

Send an Inquiry

Fill out the form below and a project manager will review your firm's needs within 24 hours.

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