Staff at estate planning, trust and probate groups on what changed once an agent started assembling the paperwork.
Comments from paralegals, trust administrators and records staff at estate practices. Each one describes a desk task, and each one says an attorney still reviews the result.
“The intake questionnaire used to arrive half blank and we chased families by phone for a week. Now the agent sends the follow-up questions in the order our paralegal would ask them, and the attorney reads the finished packet before the consultation.”
“Our funding checklist lived in a shared document that nobody trusted. The agent keeps one running list per trust of what has been retitled and what is still open, and I look it over every Monday before anything goes to the family.”
“Before a signing, I used to build the folder, the witness list and the exhibit order by hand. The agent drafts that preparation sheet from our own template, and the attorney still walks through it with me before the appointment.”
“A probate inventory means pulling statements from a dozen places. The agent lays out a first draft of the schedule with the source noted beside each line, and our paralegal checks every entry against the paper before the attorney signs off.”
“We keep originals for hundreds of clients, and the old binder index was always a little behind. The vault agent updates the record when a document goes in or out, and someone on our records team confirms it against the drawer every month.”
Has one of our agents lifted a standing chore from your staff? Send us a few lines, and with your permission we may post them here.
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