Legacy Services

If you’ve landed on our website, you may be an attorney who is feeling the weight of too many tasks and not enough time.  Probate paperwork, e-filing, tracking deadlines, client updates, and staying on top of the various courts in which your matters are filed all adds up and can easily pull you away from the higher-level work only you can do.  You may be:

  • Stretched thin with a growing caseload;

  • Tired of small but time-sensitive tasks slowing you down;

  • Wishing you had reliable help but can’t afford the expense of an additional employee.

You’re not alone, and you don’t have to do it all yourself.  Our monthly service plans and project-based support offer flexible engagement options to add the capacity where you need it without overcommitting your budget.

Service Plans & Pricing

Whether you’re a solo attorney or small law firm in need of short-term help or ongoing support, we’re here to provide seamless integration with your workflow. We offer several service plan options, including monthly packages and project-based, flat-fee plans. Because each law practice has its own unique caseload, our service plans are designed to scale with your needs. Whether you just need limited support to clear a backlog or ongoing help across multiple matters, Legacy makes it easy to start where you are and expand as your workload grows. You’re never locked into a one-size-fits-all package. If things slow down, you can scale back. If your caseload picks up, we can step up right alongside you. Plans are flexible and predictable and adjust to your needs.

Monthly Service Plans

The Sprout: 10 Hours/Month ($700/Month)

A perfect starting point for solo practitioners and small firms with occasional paralegal needs. The Sprout Plan provides targeted, efficient support for select matters.

The Seedling: 20 Hours/Month ($1280/Month)

Ideal for growing firms that need steady, accessible assistance with different phases of case management. The Seedling Plan offers more flexibility to keep cases moving.

The Sapling: 30 Hours/Month ($1860/Month)

A great fit for firms with several active matters and a need for a higher level of delegated work. The Sapling Plan is ideal for firms that are ready to offload significant case work each month.

The Mature Oak: 40 Hours/Month ($2400/Month)

Our most comprehensive level of service, built for firms needing progression on numerous or complex matters. The Mature Oak Plan is ideal for firms that need substantial paralegal integration throughout the month to provide breadth and depth to their case management.

Project-Based (Flat Fee) Service

Have a clearly defined matter or a one-time need? We offer project-based, flat-rate pricing tailored to your specific scope and deadlines. This option is ideal for attorneys who want greater definition up front and know what will be handled. We’ll map out the project, align on expectations, and keep everything moving. Contact us to discuss the matter and your goals and receive a custom quote.

Service Areas

  • Probate of Wills

    We help attorneys streamline probate cases by handling many of the detailed, day-to-day tasks that can bog down workflow. From preparing the petition and supporting documents to tracking deadlines and coordinating with fiduciaries, we handle the paralegal and administrative work needed to promote case progression.

  • Estate Administration

    We support attorneys in managing all phases of administration, including: client intake; asset discovery; document collection and preparation; correspondence with administrators, heirs at law, and other interested parties; e-filing; preparing EIN applications and Estate Tax forms; and conducting court follow-up.

  • General Paralegal Services

    We also assist attorneys with broader paralegal and administrative tasks, such as conducting case file audits to determine case posture and needs; file organization; data entry; assembling and marking exhibits; preparing, sending, and tracking correspondence; conducting client intake and follow-up; and e-filing.

Book Now

Services

Whether you need support from client intake through case closure, getting through a bottleneck, or organizing your firm’s systems and case files, we are here for you.  At Legacy, we are committed to the client experience.  We provide dependable and thoughtful paralegal and administrative support by ensuring continuity in staff and work product, making us a trusted partner that holds a deep understanding of each case and client. Legacy provides a variety of paralegal and administrative services to promote case progression. The Legacy paralegal can assist your firm with:

• performing client intake;

• collecting necessary information and documents needed for probate proceeding;

• identifying and tracking decedent assets and debts;

• preparing petitions and supporting documents;

• e-filing;

• preparing and submitting estate EIN applications;

• preparing correspondence to clients, interested parties, and courts;

• conducting follow-up with clients, courts, and interested parties;

• marshaling assets;

• preparing and submitting Estate Tax forms to NYS Estate Tax Unit; and

• identifying case file needs.

Contact Us

Interested in working together? Provide your contact information and we will be in touch shortly. We can’t wait to hear from you!