About SMB Paralegal Services, LLC.
Our Experience
Brianna M. Bergantim, Founder & Director of Operations of SMB Paralegal Services, LLC, holds a degree in Legal Services and has been supporting clients nationwide for over five years. Her background spans estate planning, estate administration and probate, real estate pre-closing and post-closing preparation, and family law matters including divorce, custody, and adoption.
Under Brianna’s leadership, SMB Paralegal Services, LLC partners with solo attorneys, small law firms, and individuals and families across the U.S. to deliver reliable, accurate, and timely estate planning support. Law firms benefit from professional paralegal assistance without the overhead of hiring in-house, while families enjoy a guided, approachable experience that takes the stress out of planning for the future.
Our Approach
At SMB Paralegal Services, LLC, our mission is simple — provide the same high-quality support typically reserved for large law firms, and make it accessible, stress-free, and cost-effective for solo attorneys, small firms, and the families we serve.
For attorneys, that means no overhead, no training, no hiring headaches — just reliable paralegal assistance when you need it. We’ve built long-standing partnerships with firms nationwide — some lasting over five years — by being the dependable, behind-the-scenes support attorneys can trust to keep matters moving forward.
For individuals and families, that means a guided, concierge-style estate planning experience. We help you get organized, understand your options in plain language, and coordinate every step — from planning calls to signing ceremonies — so you can protect your loved ones with confidence.
Our focus is on streamlining processes, meeting deadlines without stress, and freeing up your time so you can focus on what matters most — whether that’s serving your clients or enjoying peace of mind about your own legacy.
Areas We Serve
SMB Paralegal Services, LLC proudly supports law firms in all 50 U.S. states, Washington, D.C., and Puerto Rico, and serves individuals and families in all 50 states and Washington, D.C.
Our fully virtual model allows us to deliver the same high-quality support whether you are a solo attorney running a busy practice, or a family planning for the future. For attorneys, we integrate seamlessly into your workflow — using your templates, processes, and preferred drafting platforms — to deliver accurate, timely work product without the overhead of hiring in-house.
For individuals and families, we provide a guided, concierge-style experience from start to finish — helping you gather information, understand your options in plain language, and coordinating the entire process so your plan is ready when your loved ones need it.
No matter where you are — from major metropolitan areas to small towns — our virtual-first approach makes support accessible, convenient, and stress-free.
We Work the Way You Work
At SMB Paralegal Services LLC, we adapt to your firm’s preferred drafting process. We can work directly in your internal templates — or help you create customized templates to streamline your workflow.
We’re also experienced in leading drafting platforms, including WealthCounsel, Adapt, InterActive Legal, Clio Draft, Knackly, and more. This flexibility allows us to integrate seamlessly into your practice, ensuring every document is accurate, compliant, and aligned with your firm’s standards.
Whether you already have established processes or need help building them, we make it easy to get consistent, high-quality results without disrupting your workflow.
New Firm Launch Support
Starting your own practice is exciting — and overwhelming. At SMB Paralegal Services LLC, we partner with new solo attorneys to help you build a strong foundation for long-term success.
We can assist with:
- Building internal processes to keep your practice running smoothly
- Creating customized templates for consistency and efficiency
- Onboarding and optimizing legal software to fit your workflow
- Training your team so everyone is on the same page from day one
Think of us as your Law Practice Operations Coaching — guiding you with the insight of having supported law firms nationwide for over 5 years. We’ve seen what works, what doesn’t, and how to avoid costly mistakes that can slow you down.
Financing
SMB Paralegal Services, LLC partners with LawPay to make professional support accessible when you need it most.
For law firms, financing means you can reserve paralegal hours, outsource key tasks, and keep your cases moving — without waiting for cash flow to catch up. Whether you’re launching a new practice or scaling an existing one, flexible payment plans help you get the help you need now and pay over time.
For individuals and families, financing allows you to move forward with estate planning today — protecting your loved ones, pets, and assets right away — while spreading the cost into manageable monthly payments.
Financing makes it easy to invest in the support you need today so you can focus on what matters most tomorrow — growing your firm, caring for your family, and safeguarding your legacy.
Whether you’re an attorney looking to streamline your caseload or a family ready to protect your loved ones, your first step starts here.
Click below to connect with us and choose the right path for you.