Drafting of estate planning documents from initial intake to signing, including the preparation and recording of Quitclaim Deeds to transfer property. Familiar with WealthCounsel, ElderDocx, Essential Forms, and Westlaw FormBuilder.
Complete Trust Administration from initial notices through distributions.
Preparation, filing, and service of all documents necessary to open a Probate in California. Additional support may be provided, as needed, after the initial filing and through the close of the Probate.
Mobile notary services for Estate Planning documents.
LEGAL DISCLAIMER: Paralegals are prohibited by law from offering legal advice directly to the public. California Trust Paralegal contracts with licensed attorneys. If you are not an attorney and need assistance, please contact us and we will get you in touch with one of the attorneys in our network. Alternatively, you may contact us for Legal Document Preparation.
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