Estate Planning Support
Helping law firms stay organized, client-focused, and efficient.
I provide administrative and client management support for estate planning attorneys — assisting with intake, scheduling, billing coordination, and file organization so you can focus on serving your clients. My role is to plug in where needed, providing reliable, project-based support without the full-time commitment.
Client Intake & File Management
Services include:
Collecting and organizing client information and engagement documents
Tracking status of questionnaires, drafts, and signatures
Setting up and maintaining client files (digital and physical)
Updating matter details in firm management systems such as MyCase or Lawmatics
Engagement & Billing Coordination
Services include:
Preparing and sending engagement agreements for attorney review and approval
Collecting signed engagement letters and client fee payments
Coordinating invoicing and payment follow-up
Maintaining billing logs or fee tracking within Lawmatics, MyCase, or other firm platforms
Document Coordination & Preparation Support
Services include:
Assisting with basic document setup using attorney-approved templates
Formatting and proofreading non-legal sections (e.g., cover letters, signature pages)
Preparing execution packets for signing appointments
Tracking receipt of signed originals and organizing final files for storage or delivery
Attorney Responsibility: All estate planning documents are prepared, reviewed, and approved by the supervising attorney. My role is administrative and supportive only.
Scheduling & Client Communication
Services include:
Scheduling client meetings, signings, and notarizations
Sending appointment reminders and follow-up correspondence
Monitoring email inboxes or firm calendars as needed
Assisting with client communication logs and updates
Administrative Support
Services include:
Organizing digital files and client records
Maintaining document templates and checklists
Assisting with billing entry, time tracking, or workflow setup
Helping streamline office procedures and client management systems
All deliverables and tasks performed by Virtualese, LLC are intended solely for administrative and coordination purposes. The supervising attorney is responsible for preparing, reviewing, and finalizing all legal documents and communications prior to client delivery or execution.