We offer consulting and firm management solutions specifically designed for probate and estate administration practices. Whether you're a solo attorney or a growing firm, our tailored services help you stay efficient, compliant, and ready for scalable growth.
Operational Efficiency Consulting
We assess your firm’s internal processes — from intake and task management to delegation and case closeout — to remove bottlenecks and increase productivity. We’ll deliver a customized roadmap to simplify your workflows, standardize your SOPs, and reduce time waste across your team.
Workflow audits and process mapping
SOP (Standard Operating Procedure) development
Intake and case lifecycle optimization
Delegation strategy and staff utilization planning
Document automation strategies
Team Training & Professional Development
We turn your team into your greatest asset through customized training, onboarding systems, and professional development. Whether you need paralegal training or leadership coaching for a growing team, we create frameworks that scale with your firm.
Onboarding process design
Paralegal and admin training on probate workflows
Management coaching for firm owners and team leads
Templates and resources for ongoing education and skill-building
Leadership development for key team members
Technology integration & Automation
We guide your firm through selecting, implementing, and optimizing legal technology solutions that integrate with your workflow. Whether you’re using Clio, MyCase, or building a custom solution with Power Automate, we help you get more done with fewer clicks.
Legal practice management software consulting
Document management and e-signature setup
CRM and intake automation
Power Automate workflows and SharePoint setups
Staff training for tech adoption
Fiduciary Accounting & Financial Oversight
With years of hands-on fiduciary accounting experience, we help your firm manage estate funds accurately and confidently. From court-required accountings to firm billing systems, we ensure your financial operations are organized, audit-ready, and ethically sound.
Preparation of court accountings and financial reports
Trust ledger setup and reconciliation
Oversight of firm billing practices
Integration of accounting tools with legal workflow systems
Audit prep and review of financial workflows
Compliance & Risk Management
We help your team mitigate risk and align your operations with court procedures, ethical standards, and industry regulations. Our proactive strategies are designed to prevent issues before they arise and protect your firm’s integrity and reputation.
File retention and data security protocols
Conflict-check system design
Trust account and fiduciary funds management oversight
Court rules compliance checklists
Best practices for delegation and supervision
Marketing & Strategy implementation
We help probate and estate law firms attract high-quality clients through smart, compliant, and strategic marketing. From building your online presence to automating your referral and lead workflows, we create a tailored marketing plan that reflects your firm’s values and expertise.
Brand and messaging strategy for probate & estate administration practices
Website audits and improvement plans
SEO and local visibility consulting
Email marketing, automation, and CRM support
Compliant advertising strategy (ethical rules aligned)