Services

HOW CAN WE ASSIST YOU?

OUR SERVICES

Our services can be customized to meet the unique needs of your practice. We can manage your entire estate department or augment an already existing team. We can lighten your load, manage deadlines, and help you sleep better at night. You can focus on other practice areas while we help you build a thriving estate department.

Estate Administration Department

ESTATE AND TRUST ADMINISTRATION SPECIALISTS

Overall project management (handle/oversee the entire estate/trust administration process)
Communicate directly with the attorney, executor, trustee, beneficiaries, third parties, etc.
Obtain all information necessary to complete death tax returns, income tax returns, Account, etc.
Prepare and assist fiduciary with estate administration – including:
- Probate documents
- Notices of Estate Administration and Certification of Notice
- Uniform Trust Act Notices
- Stock transfer paperwork
- Retirement/life insurance claim forms
- Marshaling assets
- Releases
- Distribution

Tax & Accounting Department

TAX AND ACCOUNTING SPECIALISTS

Code/enter/reconcile financial information in our tax and accounting system (Lackner)
Prepare estimated PA Inheritance Tax calculations (discount payment)
Prepare initial drafts of 706 and/or PA Inheritance Tax Return/Inventory
Prepare initial drafts of Fiduciary Income Tax Returns
Prepare initial drafts of Gift Tax Returns
Prepare initial drafts of Account (formal or informal) and Schedule of Distribution
Perform Post-mortem tax planning

Quality Assurance Department

At Paralegal Assist, LLC we are committed to EXCELLENCE in all we do. Our Quality Assurance Department reviews all major documents for accuracy to ensure that our high standard of excellence is always met. Our Quality Assurance team is responsible for:

High level review of all court-related documents, Releases, and other agreements to ensure accuracy and compliance with state and local court rules
High level review of all tax calculations, tax returns, Accounts, and Schedules of Distribution to ensure accuracy and compliance with state and federal guidelines as well as the requirements for the estate
Provide post-mortem tax planning to minimize tax burden on estate, trust, and beneficiaries
Minimize time attorney needs to spend reviewing documents and tax returns

TRAINING

We can train your existing staff in a variety of areas to fully integrate our staff with yours. Areas of available training include:

Our processes, to allow your existing staff to work seamlessly with ours
Use of the Lackner 6 in 1 system
The basics of estate administration

CONSULTING SERVICES

Our highly skilled team of professionals can also provide consulting services to help your practice grow and thrive. Areas of expertise for consulting include but are not limited to:

Streamlining Internal Processes
Organizational Health
Teambuilding
Employee Engagement
Deadline and Data Management

WHY PARTNER WITH PARALEGAL ASSIST, LLC

Over Thirty (30) years of experience in estate and trust administration.
Highly trained staff (includes a CPA, Enrolled Agent, and PA Certified Paralegals).
No Employee Overhead – Our staff are all employees of Paralegal Assist, LLC and we cover our operating costs.
No additional equipment or space needed – Our office is fully equipped for collaboration with an emphasis on data security.
Full integration with your existing team – We work seamlessly with you and your staff to ensure you never miss a deadline.
An extension of your office – All communication and correspondence is conducted as if generating from your office. It always appear that we are a part of your firm.

SCOPE OF SERVICE OPTIONS

We customize solutions to meet your needs. Standard options include:

Managing the entire estate process following the initial client meeting with the Attorney
Tax & Accounting work only (preparation of 706, state Inheritance tax returns, fiduciary income tax returns, and/or Account/Schedule of Distribution)
Staff Training/Consulting for your existing organization