LawScribe's Estate Planning and Elder Law division provides comprehensive end-to-end support through the preparation of Living Trust Documents, Powers of Attorney, Wills, Deeds, and Funding Letters, and through assistance in Trust Administration and Probate. LawScribe also handles marketing assignments through online campaigns and mailers, allowing firms to more effectively allocate their time, develop their business and participate in client meetings.
LawScribe's clerks and attorneys have experience preparing the following documents:
Trusts
- Married Joint Revocable Living Trusts (RLT)
- Unmarried RLT
- Married Separate RLT
- Simple Married Joint RLT
- Simple Married Separate RLT
- Married Joint Restatement RLT
- Unmarried Restatement RLT
- Married Separate Restatement RLT
- Simple Married Joint Restatement RLT
- Simple Married Separate Restatement RLT
- Irrevocable Life Insurance Trusts
- Irrevocable Medicaid Trusts
Wills- Last Will and Testament
- A/B Will
- Simple Married Will
- Simple Unmarried Will
- Intermediate Will
- Living Will
- Pour Over Will
Power of Attorney
- Property POA/Durable POA
- Immediate/Springing/Hybrid
- Health Care POA
LawScribe has experience providing additional support in connection with estate planning and elder law services.
Funding and Deeds
LawScribe's clerks and attorneys prepare deeds and certificates of death of joint tenancy for transfer of property in connection with preparation of the estate plans and funding to transfer other assets to the trust. LawScribe also provides additional support including word processing/transcription, creation of diagrams for every Trust, and creation of schedules and other types of excel entries.
Trust Administration
LawScribe's clerks and attorneys provide trust administration support.
Probate
LawScribe's clerks and attorneys provide support in probate.
Marketing
LawScribe’s clerks and attorneys support estate planning and elder law firms in their marketing efforts. LawScribe's clerks and attorneys are experienced with various software programs allowing them to efficiently support a firm’s marketing practice via preparation of newsletters, letters and flyers. They can track prospective clients and contact them with seminar letters, prepare birthday flyers, initial consultation letters and other types of customized correspondence. They have experience sending review letters offering Amendments and Restatements of the Trust.
Software Platforms
LawScribe’s clerks and attorneys are trained on various estate planning software platforms. Documents can be customized pursuant to the client’s requirements.
Training and Service Delivery
LawScribe’s clerks and attorneys are trained and supervised by U.S. attorneys and paralegals with extensive experience in estate planning. Continuous training programs are held to improve productivity. LawScribe provides flexible working hours so that all clients have real time solutions. Standard Operating Procedures and step guides are prepared for documentation purposes.