Paralegal services for estate planning attorneys
Acumen, LLC, provides paralegal support for busy estate planning law firms frustrated with the time-consuming administrative requirements of funding and settling living trusts. Using our proven trust funding and settlement methods, we make this complex process easy and cost-effective for law firms looking to better assist their clients. We understand that the competency of an attorney is sound and well researched legal advice and oversight, not the managing of myriads of forms and phone calls to financial institutions.
Our Proven Trust Funding and Settlement Methods
Our years of experience in the estate planning field have allowed us to develop the most complete and comprehensive method for funding and settling living trusts. For trust funding, we will research all company-specific forms, draft reports, and handle all phone calls to financial institutions, as well as all follow-up and asset verification. We provide asset detail, inventory, and verification reports to clearly show that all assets are titled and accounted for. If requested, we will also work directly with your clients and produce annual funding review reports. We also handle all administrative work for trust and estate settlement, including collecting asset valuations, transfer and distribution forms, as well as inventory reports. We will work directly with your client to make sure that assets are transferred or liquidated in the fastest and most efficient way possible. We understand that your clients can be very anxious, confused, and frustrated with the settlement process. That is why we promise to open a constant line of communication to make sure that client expectations are met and the experience reflects positively on your firm for offering this comprehensive service.
Why our service is essential
Despite the growing popularity of trusts as an estate planning tool, the fact remains that signing the trust document is only the first step for clients wanting to avoid probate and take advantage of creditor and tax protections. At Acumen, LLC, we offer a comprehensive service to assure that your clients’ trust plans are executed effectively. Outsourcing administrative work with us will assure that your law firm expands in a shrinking economy. The new economy has made it impossible to effectively offer trust funding and comprehensive settlement services without thorough coordination from a whole team of knowledgeable and resourceful paralegals.
Bankruptcy Paralegal Services
At Acumen, LLC, we also outsource our bankruptcy filing services. We meet personally with clients in regard to their bankruptcy filings and perform secretarial duties such as answering phone calls and scheduling appointments and hearings on behalf of the attorney. We also collect documentation from clients such as paystubs, tax returns, vehicle titles, credit counseling course information, judgements, mortgages, and all documentation required by the U.S. Trustee. We have experience using BestCase, MyCase, Clio, and conducting legal research using Westlaw, LexisNexis, and ICLE. We also file Chater 7, 11, and 13 voluntary petitions and motions using your customized filing system.
Not an attorney, but want to file a bankruptcy petition?
We are bankruptcy preparers and work directly with petitioners to file their Chapter 7, 11, and 13 voluntary petitions for fraction of the cost of an attorney!