Estate Planning with Precision: Paralegal Support for Trust Funding and Beyond

Estate Planning Is an Art—We Handle the Fine Print

Every estate plan starts with a vision: protecting your client’s family, honoring their wishes, and preserving what they’ve worked a lifetime to build. But between that vision and the final signature lies a mountain of work—drafting, coordinating, funding, following up (again), and making sure nothing gets lost in translation.

You’re a Florida attorney. Your time should be spent guiding your clients through critical decisions—not formatting signature blocks at 9 p.m. or wondering if Bank of America ever sent that TOD form back.

That’s where Cornerstone Paralegal Group, LLC steps in.

Our virtual paralegals bring the precision and experience you need to streamline estate planning from start to finish—including (but definitely not limited to) trust funding.

Why Estate Planning Attorneys Turn to Cornerstone

Let’s be honest—estate planning isn’t just “wills and trusts.” It’s case management meets compliance meets project coordination. And the stakes are high. If a trust isn’t funded, if a deed is drafted wrong, or if a signature gets missed… well, you know how that story ends.

We work behind the scenes to make sure your client-facing process stays smooth, stress-free, and deadline-proof. Our support includes:

• ✅ Drafting and formatting your core estate documents

• ✅ Coordinating real estate and financial asset transfers

• ✅ Managing intake and client communication

• ✅ Preparing court-compliant documents for probate and trust administration

• ✅ Keeping your caseload moving without you babysitting every task

You stay in the role of trusted advisor. We handle the logistics like pros.

What We Actually Do (That Saves You Hours)

Here’s what our estate planning paralegals can take off your plate—so you can focus on building client relationships, refining your legal strategy, or just leaving the office on time for once.

🖋️ Drafting & Document Assembly

We’re fluent in Florida estate planning.

• Drafting wills, revocable and irrevocable trusts based on your templates or logic

• Preparing financial powers of attorney, health care directives, and HIPAA authorizations

• Creating custom asset schedules for trusts

• Drafting deeds (Lady Bird, warranty, quit claim—whatever you need)

• Prepping signing sets, formatting PDFs, and making sure every document is signature-ready

Need us to draft from your checklist or assemble a set for notarization? No problem. Need someone to catch the typo before your client does? Also no problem.

💸 Trust Funding: The Unsexy but Critical Piece

Look, nobody became an attorney because they love chasing down account numbers. But if you don’t fund the trust, your client ends up in probate court—and that’s bad for them and your reputation.

Here’s how we help make sure that doesn’t happen:

• Drafting letters to banks, brokerages, and insurance companies

• Preparing deeds to transfer real property into the trust (including recording, if needed)

• Organizing and tracking TODs, PODs, and beneficiary changes

• Maintaining funding logs for each matter so you know what’s been done

• Following up with clients and institutions when things stall—because they will stall

We keep things moving, so your plans hold up exactly how you intended.

🗂️ Client Coordination & Workflow Management

You don’t have to chase documents or wonder where things stand. We help keep clients—and files—in check.

• Reviewing intake forms and organizing them into usable data

• Flagging missing info early, before it delays drafting

• Tracking key dates for signing, funding, and post-signing follow-up

• Coordinating document execution, remote notaries, or in-office signing sessions

• Communicating professionally (and clearly) with clients to keep the process stress-free

We can even help you develop standard workflows or automations if you want to streamline firm-wide.

⚖️ Post-Death Trust & Probate Assistance

We don’t stop at planning—our team supports post-death matters too.

• Drafting petitions for summary or formal probate

• Preparing waivers, consents, notices to creditors, and inventories

• Assisting with trust administration—funding logs, distributions, and final reporting

• Managing deadlines and keeping filings compliant with Florida’s evolving probate rules

Your clients are grieving. You don’t need the added stress of chasing paperwork or redoing filings. Let us help you wrap things up with clarity and care.

Why Work with Cornerstone?

There’s a big difference between outsourcing and partnering. At Cornerstone, we don’t just “do tasks”—we integrate with your firm, adapt to your style, and help you deliver better service.

We bring:

• 💼 Florida-specific expertise: No need to explain homestead issues, Lady Bird deeds, or how UFIPA impacts trust distribution—we’re already on it.

• 🧠 Proactive support: We don’t just wait for instructions. We anticipate needs, flag issues, and help you stay ahead of your deadlines.

• 🤝 Relationship-first mindset: We work with attorneys who value trust, consistency, and long-term collaboration. If that’s you—we’re your people.

• 📈 Scalable solutions: Whether you need help on a single matter or want full support across your caseload, we’re flexible and responsive.

We’re here to help you grow, not micromanage. And we’ll never ghost you, drop the ball, or send a half-baked document to your client.

Who We Work With

Our estate planning clients range from solo attorneys to mid-sized firms handling high volumes of plans every month. Some need full-service support across their estate planning workflow. Others delegate high-friction tasks like trust funding, deed drafting, or probate filings.

We’re a fit if:

• You’re licensed in Florida and need someone who understands the local law

• You want long-term, reliable support—not a new contractor every month

• You’re looking to increase capacity without increasing overhead

• You care about client experience and want to preserve your brand’s professionalism

Let’s Streamline Your Estate Planning Practice—Without Sacrificing Quality

You don’t have to do it all. You don’t have to settle for inconsistent help. And you definitely don’t have to spend your weekends formatting affidavits.

Let Cornerstone take care of the back end so you can focus on what matters most—your clients, your strategy, and your sanity.

📩 Email us at cornerstoneparalegalgroup@gmail.com
📞 Call or text 904-707-3922
🌐 Visit www.cornerstoneparalegalgroup.com

Let’s make your estate planning process as polished as your reputation.

You bring the legal brilliance—we’ll handle the paperwork.