We take a personalized approach to every matter, investing the time to understand each client’s unique goals and circumstances. At Jackson Legal Strategies, we know that no two estate plans, or firms, are alike. That’s why our drafting services are built around your specific needs, workflows, and preferences.
To ensure accuracy and efficiency, we require a Master Document or intake summary that outlines all key client information. This document serves as the foundation for our drafting process and helps us deliver consistent, high-quality documents every time. If your firm does not currently use a Master Document system, we’re happy to provide our templated versions and offer training to help streamline your process.
Whether you're a solo practitioner managing every detail or part of a growing team in need of consistent back-office support, our goal is to integrate seamlessly with your practice and deliver drafting services that feel like an in-house extension of your team.
We draft customized Will-based plans, including Wills with Testamentary Trusts, and attach all necessary state-specific ancillary documents such as Healthcare Powers of Attorney, Living Wills, and HIPAA Authorizations. Whether it’s a simple Will or a complex Testamentary Trust for minor beneficiaries, we tailor each plan to your client’s goals.
We provide professionally drafted Revocable Living Trusts - individual or joint - with all required state-specific ancillary documents. We can also help support Trust funding by preparing beneficiary designation templates and funding instruction forms that your firm can pass along to clients or their financial institutions.
We prepare legally compliant Real Estate Deeds, customized to meet your state and county's recording requirements.
We assist with drafting formation documents for Limited Liability Companies, including Articles of Organization, Operating Agreements, and Transfer on Death Interests where applicable. Our templates are designed to meet North Carolina compliance standards and can be tailored to fit multi-member or single-member LLCs.
Need a clean, simple website to establish or enhance your firm's or client’s online presence? We offer website setup services using GoDaddy or Wix, ensuring your content is clear, compliant, and reflects the professionalism of your practice. Perfect for solo attorneys or small firms looking to grow their digital reach.
We believe the best support integrates seamlessly into your existing workflow. That’s why we use the platforms you use - working within your preferred estate planning software or case management system to keep your processes efficient and consistent. We are proficient in WealthCounsel, Clio, MyCase, LawMatics, and other leading legal platforms, and we’re quick to adapt to new systems if your firm uses a different tool.
We’re happy to work from your firm’s existing templates, ensuring consistency in your formatting and language. If you don’t yet have standardized templates, we can also provide recommended language and structures drawn from nearly a decade of estate planning experience. Whether you need documents uploaded, client data entered, or drafts saved directly to your CRM, we make sure everything fits neatly into your process - no disruption, no duplicate work.
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Disclaimer: Jackson Strategies, LLC is not a law firm and does not provide legal advice. We do not have licensed attorneys on staff. Our services are intended to support attorneys and fiduciary professionals by providing high-quality drafting assistance as a substitute for in-house paralegal work. All documents should be reviewed by a licensed attorney for legal compliance and accuracy prior to use.
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