The Legal Admin Your Need

ESTATES DESK

Delegation for the Detail-Oriented

Trusted by estate-planning professionals across the U.S. and U.K.

Assess

We begin by understanding your firm’s workflow — how you manage files, communicate with clients, and track progress. Every firm operates differently, and we tailor our approach accordingly.

Integrate

Our assistants plug into your existing systems — CRMs, shared drives, or case platforms — while maintaining total confidentiality and real-time accountability.

Deliver

You receive precise, fully documented results within set turnaround times. Each completed task passes through a final verification layer before being marked as done.

50+

Businesses Served in the United States

280

Files Successfully Delivered

98%

First Submittal Acceptance Rate For Submissions

Our Services Per File

Case Administration
Streamline every file and process.
We organize, track, and maintain case data so your attorneys can focus entirely on counsel.
Client Communication
Your clients, always attended to.
Scheduling, reminders, and updates handled with the same tone and professionalism your brand demands.
Document Management
Every document filed, formatted, and verified.
From digital archiving to signature coordination, we maintain the order that drives trust.
Billing Coordination
Revenue clarity, without friction.
We prepare invoices, track payments, and ensure every billed hour is accounted for.
CRM & Data Integrity
Your information, accurate and current.
We maintain, audit, and standardize client records across platforms for effortless retrieval and reporting.

Why Estates Desk?

  • Your clients trust you with their legacy. You can trust us with your workload.

  • We understand the precision estate law demands — confidentiality, accuracy, and consistency in every administrative detail.

  • EstatesDesk was built around that exact principle: to integrate seamlessly into your firm, eliminate operational friction, and protect the trust you’ve built with your clients.

Engagement Model

We keep our pricing simple, transparent, and tailored.
Begin with a fixed-rate pilot, then scale into a monthly retainer built around your firm’s needs.

Pilot File

$500 one-time

Experience our workflow through a single file handled from start to finish.
Includes full reporting, tracked turnaround, and structured feedback.

Retainer

Tailored monthly engagement

Designed around your firm’s case volume, internal systems, and operational style.
Includes dedicated assistant, monthly reporting, and performance reviews.

Contact Us!

Have Any Specific Questions?

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Estate Administration • Probate Support • Property Verification Services