Legal-Adjacent Services
Before, after & All around the legal stuff
We help you prepare before you call a lawyer, stay organized while you are working with one, and follow through once the legal work is done. Our real-life, real-world, legal adjacent support keeps your life and business done & sorted (which can help keep your legal bill down).
pre-legal - getting ready
Before you meet with a lawyer, we help you gather what you will need and get clear on what's next:
- Identify the Issues and whether you need a lawyer
- Organize your information and documents
- Prepare background materials and questions for your lawyer
- Prepare documents for your attorney to review
You save time and money by walking in ready.
LEGAL ADJACENT - WORKING ALONGSIDE
We bridge the gap between what lawyers do and what else needs to be done:
- Complete forms and paperwork lawyers don't typically handle or are cost-prohibitive for them to do
- Draft documents for attorney review
- Do research and manage documents
- Manage 'legal-adjacent', 'pro-se', and 'scrivener' paperwork like consents, proxies, business compliance and updates
- Keep your records accurate, compliant and up-to-date
POST-LEGAL FOLLOW THROUGH
When the legal work is done but there is still real-world admin to finish, that's where we shine:
- Updating names, beneficiaries and accounts after major life changes
- Organizing and storing final documents
- Creating companion files (Legacy Box and Corporate books)
- Tracking renewals, expirations, and annual requirements
- Tying up all the loose ends
Example: after your lawyer finalizes your divorce - we can help you change your name, address, beneficiaries, and update accounts and paperwork so all is really done and sorted.
