Outsource Function -
Probate Law and Estate Planning

The Client:

A US-based law firm specializing in estate planning, family, bankruptcy, and business law.

Scope of Work

Complete support on the drafting of will packages, including:

  • Last will
  • Living will
  • Irrevocable trust package
  • Deed to irrevocable trust
  • Financial durable power of attorney
  • Medical durable power of attorney
The Client:

Process Challenges

Before reaching out to Cogneesol, the client had been facing issues related to time-consuming and poorly drawn-up drafts. They required support for quality groundwork for will drafting, including error-free drafting, correct incorporation of the legal description of the property in question, thorough knowledge of estate planning law of the State of Colorado.

Cogneesol’s Optimization Solution

Cogneesol’s team of qualified legal professionals studied respective state laws and deep dived into the client’s drafting processes bringing about the following steps for optimization:

  • Designed checklists for every draft type
  • Built a ready-referenceable database of the relevant laws and regulations
  • Created standard set of templates during approval by the client
  • Introduced client intake sheet for uniform inputs and easy and quick understanding

We stay extremely satisfied with their service delivery – their drafts are impeccable and save us a great deal of time in finalizing the wills.

Impact Delivered

A US-based law firm specializing in estate planning, family, bankruptcy, and business law.

With every step documented and a comprehensive database, our team of legal experts was successful in defining standard processes for every type of will draft, thereby:

  • Providing quality inputs on new updates of estate planning
  • Reducing turnaround time significantly
  • Improving the quality of the drafts submitted for review
  • Enabling the client to meet their timelines

Client Testimonials

It is always a pleasure to learn that the work we do has positively impacted our clients and that they are happy to share their experiences.

Get in Touch With Us

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