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 administering living trusts. Using our proven trust funding and administration 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 Administration Methods

Our years of experience in the estate planning field have allowed us to develop the most complete and comprehensive method for funding and administering 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 administration, 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 administration 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.

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 administration services without thorough coordination from a whole team of knowledgeable and resourceful paralegals.

List of Services and Materials that We Provide