Grow your law firm with client-centered paralegal support.
Trusted paralegal support in New York estate administration—driving growth for solo attorneys and small law firms.
Legacy Paralegal Solutions, LLC ("Legacy") is a paralegal services company specializing in estate administration proceedings in New York State. With a focus on accuracy, efficiency, and the client experience, we support solo attorneys and small law firms in various aspects of the probate of wills and administration of estates.
Legacy offers various levels of support to deliver precise, high-quality virtual paralegal and administrative services while maintaining the consistency needed to enable law firms to grow with intention. By filling in gaps and tailoring our services to each client’s needs, we facilitate an environment where attorneys can plant deeper roots, focus on their practice, and extend their reach for years to come.
Whether you need support from client intake through case closure, getting through a bottleneck, or organizing your firm’s systems and files, we are here for you. At Legacy, we are committed to client satisfaction. We provide dependable and thoughtful support by ensuring continuity in staff and work product, making us a trusted partner that holds a deep understanding of each case and each client.
Overcome your obstacles
Missed Revenue Opportunities
When your caseload slows you down, you may end up turning away clients or delaying billable work. Added support from Legacy can enable you to take on more cases, bill more hours, and serve your clients more efficiently—improving the client experience while increasing revenue opportunities.
No Work-Life Balance
When you are working less than ideal hours just to keep up, it may be time to call in the reinforcements. Legacy can reduce the pressure by keeping your practice moving even when you’re off the clock so the bulk of your work stays within business hours and your personal time remains yours.
Inefficient Case Management
If your cases are starting to bottleneck, workflow and client satisfaction can be compromised. Supplementing your capacity with Legacy adds built-in structure, consistency, and follow through to address existing bottlenecks and prevent new bottlenecks that hinder workflow and influence client satisfaction.
Choose Your Starting Point
The Sprout
Our baseline plan for attorneys needing targeted, efficient support for select matters.
The Seedling
Ideal for growing firms that need steady, reliable assistance with different phases of case management.
The Sapling
A great fit for firms with several active matters and ready to offload significant case work each month.
The Mature Oak
Our most comprehensive level of service, designed for firms needing substantial paralegal integration to facilitate progression on numerous or complex matters.
We’re here to support your next move—through paralegal support that keeps you ahead.
Service Areas
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Probate of Wills
From preparing petitions and other court filings to tracking deadlines and coordinating with fiduciaries and other necessary parties, we handle the tasks needed to facilitate the progression of your probate cases.
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Estate Administration
We support attorneys in managing all phases of administration, including: intake; asset discovery; document preparation; communication and correspondence with administrators, heirs at law, and other interested parties; e-filing; and court follow-up.
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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; assembling and marking exhibits; preparing, sending, and tracking correspondence; conducting client intake and follow-up; and e-filing.
Let’s Start the Conversation
Have questions or ready to delegate with confidence? We’re here when you’re ready to move forward.
Contact Us
Legacy Paralegal Solutions, LLC
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Based in Lutz, Florida.
Serving licensed attorneys across New York State.
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Email: Sarah@thelegacyPL.com
Tel.: 518-347-7844