Contract Paralegal Services
Brandi Neville provides contract-based paralegal services to attorneys and private fiduciaries throughout California. With extensive experience in probate, trust administration, estate planning, guardianships, and conservatorship matters, Brandi offers specialized support that helps law firms and fiduciaries manage complex cases efficiently—without the overhead of a full-time employee.
Services Offered
Brandi assists law firms with a wide range of probate and estate planning tasks, including, but not limited to:
Probate Services
Probate Petitions and Related Pleadings
Guardianship and Conservatorship Pleadings
Small Estate Forms: 13100 affidavits, Spousal Property Petitions, etc.
Drafting and Filing Probate Forms with the court
Marshaling Assets and Handling Debts
Service of Pleadings and Notices
Balanced Probate Accountings – simple or complex
Estate Planning Support
Trust Drafting in WealthCounsel
Trust Amendments, Restatements, and Revocations
Resignation and Consent of Trustee Documents
Deeds and Preliminary Change of Ownership Reports (PCORs)
Estate Plan Summaries for attorney review
Funding Coordination for estate plans
Assignments of Business Interests and Other Assets
Trust Administration
Document Drafting for Trust Administration
Simple and Complex Trust Accountings
Document Organization and Reporting for attorney review
Asset Transfers and Funding Coordination
For Private Fiduciaries, Trustees, and Personal Representatives (represented by counsel)
Preparation of simple and complex trust accountings
Probate accountings in compliance with California Probate Code
Document organization and reporting for attorney review
Why Work With Brandi?
Specialized Expertise – Focused exclusively on probate and estate planning matters.
Flexible Engagements – Available on a contract basis for short-term or ongoing projects.
Statewide Virtual Support – Serving all California counties remotely.
Cost-Effective – Pay only for the time and expertise you need.
Ready to streamline your practice?
Schedule a Free Consultation – Discuss your needs and goals.
Receive a Customized Plan – Clear scope, transparent pricing, and flexible terms.
Start Immediately – Brandi integrates seamlessly into your workflow.
Contact us.
Are you not currently represented by an attorney, but need help preparing legal documents? Whether you need help with estate planning documents, a simple will, incapacity planning, real property deeds or affidavits, trust administration documents, or a full probate, we are here to guide you. We also prepare documents for uncontested family law matters, including domestic violence restraining orders. Our services include drafting, filing, serving and/or recording documents related to estate planning, trust administration, family law, and probate law.
Are you an attorney who needs senior level paralegal support, but you don’t want to commit to a full time employee? Maybe you just need temporary support to prevent bottlenecks in your firm’s case progression. We provide specialized paralegal support at a competitive hourly rate, virtually serving all counties across the State of California.
Are you a private fiduciary, trustee, or personal representative, currently represented by an attorney, who needs assistance preparing simple or complex trust/probate accountings? We are here to help!