Your Partner In Estate Planning Drafting Services
Dedicated to Supporting Attorneys with Efficient and Precise Drafting Services
20+ Years of Experience 1000+ Estate Plans Drafted
How We Grow Your Business…
2
Done - For - You Drafting:
Using your ecosystem that we built, we will draft your documents.
1
Build your Foundation:
We will audit your Drafting Process.
Then we will assist in WealthCounsel onboarding if applicable.
3
Remove Yourself & Scale
Now that you are no longer drafting, you are able to focus on growing your law firm, acquiring more clients, & buy back your time.
Here are some of the problems we help solve...
Here are some of the problems we help solve...
Efficiency & Productivity
We enhance the attorney's efficiency and productivity by handling the creation and preparation of legal documents.
Optimize Time Utilization
With our help, attorneys can avoid the administrative tasks associated with document creation, allowing them to allocate their time and energy more efficiently.
Cultivate Client Relationships
By outsourcing document preparation, attorneys have more time to devote to building and maintaining client relationships. They can engage in regular communication, updates, and follow-ups.
Acquire More Clients
Faster document turnaround times mean attorneys can take on more clients without compromising on the quality of their work.
Client Success Stories
“Livia and Legacy Paralegal Services has been a very happy find for our office. They respond quickly and efficiently and they are helping take our estate planning practice into warp speed. It helps tremendously to know we have this back-office support as we meet with new clients. We greatly value our relationship with them!!”
- Attorney Amil Johnson
“I highly recommend Livia if you are learning the program Wealth Counsel. She knows the ins & outs of the program, and can help you navigate same!”
- Attorney Kristi Pitts
“Livia and I worked together for many years before she set up her new paralegal firm. We are still working with her from time to time and she is, as I expected, wonderful!”
- Attorney Jeffrey Coleman
“Livia at Legacy Paralegal Services has done a tremendous job assisting our team at our law firm. Livia is dedicated, extremely knowledgeable and has brought a tremendous value for our team of associate attorneys and paralegals.”
- Attorney Marianne Moran