Executive Consultancy Solutions
and Virtual Paralegal Services
Positioning Law Firms for the Future
Susan M Signer Services is a paralegal service provider to law firms offering strategic consultancy solutions and a full spectrum of virtual paralegal services. Our mission is to transform your law firm with innovative Artificial Intelligence (AI) technology, marketing, and business strategies to advance your law firm into the future!
Which consultancy solutions and virtual paralegal services does Susan M Signer Services provide to law firms?
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Business Consulting for Law Firms
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Business Structuring for Law Firms
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Client Relations Development
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Website Development
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Operations Plan
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Tactical Plan
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Strategic Plan
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Social Media Marketing Plan
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Automation/CMS Platform Solutions
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Top Talent Retention and Recruitment Strategies
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Virtual Paralegal Services Support
Are you ready to transform your law firm’s infrastructure? Our team provides executive consultancy solutions and exceptional virtual paralegal services while adapting to the evolving landscape of the legal profession, where independence and flexibility are increasingly valued. We are committed to enhancing your law firm’s infrastructure through an innovative and strategic approach designed to position your law practice for the future.
By developing a modernized platform tailored to your firm’s unique needs, we will work together to establish an organization focused on cultivating client relations, delivering premium white-glove service, and facilitating collaboration with realtors, financial advisors, and CPAs.
Our consultancy solutions provide your law firm with growth, innovation, and AI technology transformation by bringing value to your law firm. We have over 20 years' experience in the legal field. One of our specialties is creating customized organizational plans with tactical strategies for forward-thinking law firms specializing in advanced tax planning strategies for 706 Federal Estate Tax, estate planning, guardianship, probate and trust administration, corporate law, real estate, bankruptcy, and family law.
Executive Consultancy Solutions
Our executive consultancy solutions team provides both strategic and tactical goals tailored to your law firm. We help organizations achieve growth by providing a competitive analysis of law firms in the area, market analysis, performance improvement, and securing top talent.
Business Consulting
Optimize the law firm's business operations.
Business Structuring
Modernize the law firm with tailored strategies.
Website Development
Maximize SEO and LLM on website.
Social Media
Utilize a Social Media marketing plan.
Automation/CMS
Update software and law firm platforms.
Top Talent
Strategies to retain and recruit top talent.
Virtual Paralegal Practice Areas
Bankruptcy - Trust & Estates - Family Law
Hourly, Custom, and Monthly Plans
Flexible pricing to fit your needs.
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CUSTOM
prices vary
We offer customized pricing package tailored for your needs. Ideal for projects or short term commitment.
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Per case options for bankruptcy and probate and trust administration
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Business consultancy
Virtual Paralegal Services
First Step for Restructuring
Which virtual paralegal services do Susan M Signer Services provide for a law firm? We provide the following virtual paralegal service solutions:
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Bankruptcy Petition Preparer service
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Corporate Governance
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Estate Planning
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Family Law includes Dissolution of Marriage and Modifications
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Guardianship for Adult and Minor Wards
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Probate Administration
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Real Estate Documents Preparation and E-Recording services
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Trust Administration
Our virtual paralegal service solutions provide law firms with document preparation, software applications, and data automation support. Your law firm's first state of infrastructure transformation starts with our virtual paralegal services and software evaluation.
Are you using outdated software that does not meet today's sophisticated digital age? We will assist your law firm with software research to ensure you are set up with case management software which integrates your calendars, accounting, billing, time management, and document automation in one platform.
While your law firm transitions to the new infrastructure, we will test the case management software and set up your bankruptcy, trust and estate, and family law documents for automation. Get ready to venture into the future as you begin surging forward and revolutionize your law firm.
Chapter 7, Chapter 13, Chapter 11
Can Susan M Signer Services help with bankruptcy petition preparation? Yes, we provide affordable bankruptcy petition preparer services for attorneys in Florida and throughout the United States.
What should I know about legal document preparation for bankruptcy? First, I will define bankruptcy petition preparer. An individual who is a non-attorney must use the term bankruptcy petition preparer when providing services to a debtor pro se filer. A bankruptcy petition preparer is limited to being a typist. Also, a bankruptcy petition preparer is limited as to how much they charge the debtor and must provide the debtor with a signed Non-Attorney Disclosure form to be filed with the Bankruptcy Court.
When can a bankruptcy petition preparer use the term paralegal? If a bankruptcy petition preparer is hired by an attorney, we may identify as a bankruptcy virtual paralegal service as long as the attorney is representing the debtor and we are under the supervision of the attorney of the debtor. As a virtual paralegal service, we must know which documents are required for filing a Chapter 7 bankruptcy, a Chapter 13 bankruptcy, and a Chapter 11 bankruptcy.
Estate Planning, Guardianship, Probate
Probate and Trust Paralegal Services for Attorneys
Where can I find virtual paralegal services in Florida? We are located in Oldsmar, Florida, and provide virtual paralegal services for probate and trust attorneys throughout Florida. Our virtual paralegal service solutions specialize in probate administration, trust administration, estate planning, real estate, corporate law, and preparation of Federal 706 Estate Tax Returns for probate and trust attorneys. We are one of the best places to order virtual paralegal services online.
A Virtual Paralegal does the following in legal cases:
Estate Planning: Virtual paralegal services for estate planning may include legal document preparation of the following documents:
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Durable power of attorney (financial)
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Durable power of attorney (health)
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Living Will
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Last Will and Testament
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Pour-Over-Will
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Simple Trust
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A/B Trust
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Charitable Remainder Trust
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Charitable Lead Trust
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Creditor Shelter Trust
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By-pass Trust for Blended Families
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Q-tip Trust for IRA
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Irrevocable Dynasty Trust
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Irrevocable Insurance Trust
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Irrevocable Real Estate Trust
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Special Needs Trust
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Lady Bird Deed
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Life Estate Deed
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Quit Claim Deed
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Trust Transfer Deed
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Legal document preparation of other estate planning instruments under the supervision of an attorney
Guardianship: Virtual paralegal services for attorneys may include legal document preparation of voluntary guardianship, involuntary guardianship, and guardianship for minor under the supervision of an attorney.
Guardianship Virtual paralegal services may be a la carte due to length of time a guardianship may remain open:
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Only legal document preparation of opening Guardianship and initial pleadings to establish guardianship (both confidential cases)
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Only legal document preparation of Annual Report and Annual Accounting
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Only legal document preparation of closing Guardianship due to death, due to ward reaching the age of majority, or due to ward no longer requiring the need of a guardian
Probate: Virtual paralegal services for attorneys may include legal document preparation of the following probate administration documents:
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Opening Documents
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Inventory
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Affidavit of Heirs
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IRS Form 56
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Affidavit of No Criminal History (Broward County)
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DR312 or DR313 Affidavit
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Affidavit of Continuous Marriage
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Locate heirs/beneficiaries and create family tree
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Notice of Trust (if applicable)
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Accounting
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Personal Representative Deed
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Deed in Lieu Offer
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Handling Notice to Creditors and assist personal representative with creditor claims
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Waiver of Service of Notice of Administration
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Waiver of Accounting, Receipt (Full Waiver)
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Closing estate under the supervision of an attorney
Trust Administration: Virtual paralegal services for attorneys may type opening letter and legal document preparation of the following trust administration documents:
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Preparation of Notice of Trust (if there is a probate case needed)
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Preparation of Acceptance of Trustee
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Preparation of Trustee Notice Letter to beneficiaries
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Obtain Employer Identification Number (EIN) for the Trust
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Form 56 letter to IRS
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Preparation of SS-4 Application and Consent
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Locate beneficiaries
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Preparation of Acknowledgement of Receipt of copy of Trust
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DR 312 or DR 313 Affidavit (if there is real estate and probate is needed)
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Preparation of Trust Inventory
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Preparation of Distribution Letter(s)
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Preparation of Waiver of Right to Accounting
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Provide beneficiaries a copy of the Inventory
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Preparation of accounting(s), and closing trust under supervision of an attorney.
Contingent upon the type of trust and assets remaining at time of death of last settlor, virtual paralegal services may be a la carte:
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Only opening the trust administration to include notification to beneficiaries with trustee's notice letter, W-9's, copy of last will and testament, and copy of trust with acknowledgement of receipt
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Only inventory and letter
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Only stock transfers, bond transfers, mineral rights transfers, and real estate transfers
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Only distribution, waiver of right to accounting, distribution letter, and acknowledgement of receipt and release for final distribution
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Only final accounting and proposed distribution letter
Divorce, Support & Visitation Modification, Step-Parent Adoption
Divorce & Dissolution of Marriage Virtual Paralegal Service
Support for Attorneys
What does a virtual paralegal do in legal cases? A virtual paralegal must be familiar with family law and understand the requirements of a dissolution of marriage (also known as a divorce). Different documents are filed for uncontested and contested divorce.
A virtual paralegal will do an intake with the attorney's client in family law matters as follows:
Simplified Dissolution of Marriage (Uncontested): Our virtual paralegal service solutions obtains intake to determine if both parties are willing to dissolve the marriage amicably. Also, a virtual paralegal needs to verify that at least one of the parties lived in Florida for at least 6 months before filing for dissolution, there are no children of the marriage and the spouse is not pregnant, neither spouse is requesting alimony, division of assets and liabilities are agreed upon, and both spouses are willing to sign the petition and attend the final hearing. The Virtual Paralegal may prepare a Petition for Simplified Dissolution of Marriage if there are no children and the spouse is not pregnant.
Petition for Dissolution of Marriage with No Dependent or Minor Child(ren) or Property: Otherwise, if either spouse is seeking alimony, has questions concerning spouse's income, expenses, debts, or other matter before trial or settlement, and/or client wants to reserve his or her rights to appeal. We will confirm at least one spouse must have lived in Florida for at least 6 months before filing. We will submit pleadings to a process server for service on opposing spouse.
Petition for Dissolution of Marriage with Dependent or Minor Child(ren) (Uncontested or Contested): A virtual paralegal needs to determine if there are any children in the marriage or if a spouse is pregnant. A Virtual Paralegal may prepare a Petition for Dissolution of Marriage with Dependent or Minor Child(ren).
Petition for Dissolution of Marriage with No Dependent or Minor Child(ren) or Property (Uncontested): We will verify with the client if the opposing spouse is willing to sign the petition and will attend the hearing prior to using this petition.
Child Support & Child Visitation Modification Virtual Paralegal Services
Virtual paralegal services for attorneys include modification of child support and modification of child visitation under the supervision of an attorney.
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Child Support Modification: Virtual paralegal services include Petition to Final Judgment and necessary discovery for obtaining updated income to modify support
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Child Visitation Modification: Virtual paralegal services include Petition to Final Judgment and necessary communication to input visitation schedule that is reasonable
Step-Parent or Grandparent Adoption Virtual Paralegal Services
Under supervision of an attorney, our Virtual Paralegal services includes Petition to Judgment including Affidavits for either step-parent adoption or grandparent adoption.
PARALEGAL PONDERINGS BLOG
Relax, grab a cup of coffee, read my blog, then fill out the contact section to get started.
Paralegal Ponderings is a blog where I reflect thoughts and insightful analysis of law office and paralegal events with creative and sometimes humorous takes on paralegal topics, modernizing law firm's organizational growth, competitive analysis, and marketing plans. Stay informed on the legal topics you find most important in the paralegal services and legal community. From start-up to build up!
Let's go, we're ready for you!
Contact us by calling 727.425.1045 or fill out the contact information below.
Susan M Signer Services
Consulting & Paralegal Support
Empowering Your Business, Securing Your Future