I provide end-to-end probate administration assistance for uncontested cases, ensuring every step is handled accurately and efficiently. My services include:

• Initial Petition Preparation – Drafting and filing the Petition for Probate and related documents.

• Notice Management – Preparing and serving required notices to heirs, beneficiaries, and creditors.

• Inventory & Appraisal Coordination – Assisting with the Inventory and Appraisal process and working with the probate referee.

• Court Filings & Compliance – Ensuring all filings meet California probate requirements and deadlines.

• Accounting & Reporting – Preparing clear, court-compliant accountings for final distribution.

• Final Distribution Documents – Drafting documents for closing the estate and obtaining discharge orders.

My goal is to make probate as smooth and stress-free as possible by handling the technical details so you can focus on your family and responsibilities.

Hourly Rate:
Full-service probate administration is billed at $150 per hour, providing flexibility and cost transparency for clients.

I provide comprehensive assistance for trust administration, ensuring compliance with California law and helping trustees fulfill their fiduciary duties. My services include:

• Initial Review of Trust Documents – Examine the trust instrument to understand its terms and requirements.

• Beneficiary Notifications – Prepare and send statutory notices to beneficiaries and heirs as required by law.

• Asset Inventory & Valuation – Assist in compiling a complete inventory of trust assets and coordinate valuations when necessary.

• Funding & Transfers – Prepare documents to transfer assets into or out of the trust, including deeds and assignments.

• Accounting Preparation – Create detailed trust accountings that comply with Probate Code requirements, including schedules of receipts, disbursements, and distributions.

• Final Distribution & Closing Documents – Draft documents for closing the trust and confirming distributions to beneficiaries.

Hourly Rate:
Trust administration services are billed at $150 per hour, providing flexibility and cost transparency.

Allows transfer of property without probate for estates under the statutory limit.

Starting at $99

For small estates that include real property; a court petition to transfer real estate without full probate.

Hourly Rate: $150 per hour
(Court filing fees and recording fees are not included.)

Transfer low‑value real property by affidavit when statutory criteria are met.

Hourly Rate: $150 per hour
(Court filing fees and recording fees are not included.)

Streamlined court process for surviving spouse/partner to confirm property passing without full probate.

Hourly Rate: $150 per hour
(Court filing fees and recording fees are not included.)

Includes Revocable Living Trust, Pour-Over Will, Durable Power of Attorney, Advance Healthcare Directive, HIPAA Authorization, Dementia Directive, and more. Packaged in a binder with summary and funding instructions.

Starting at $599 (single) / $699 (married couple)

Includes Revocable Living Trust, Pour-Over Will, Durable Power of Attorney, Advance Healthcare Directive, HIPAA Authorization, Dementia Directive, and more. Packaged in a binder with summary and funding instructions.

Starting at $499 (single) / $599 (married couple)

Add-Ons

• Assignment of Personal Property or Business Interests – $49 each

• Trust Transfer Deed w/ Preliminary Change of Ownership Form – $129 each

• Nomination of Guardian for Minor Children – $49

• POA & Health Care Directive for Minor Child – $49

• Special Needs Trust Provisions – $49

• Beneficiary Trust (Sub‑trust(s) for beneficiaries within the estate plan) – $99 each

Summarizes trust details for financial institutions without disclosing full trust terms.

Flat fee of $99

Makes minor changes to an existing trust.

Starting at $199

Replaces the entire trust document while keeping the original trust name and date.

Starting at $299

Used to update title after the death of a trustee or joint tenant.

Flat fee of $99

Grants authority to someone to manage financial affairs.

Flat fee of $99

Names an agent and outlines health care wishes.

Flat fee of $99

Directs how assets are distributed after death.

Starting at $199

Amendment to an existing will.

Starting at $99

Transfers property ownership between parties.

Flat fee of $99

Required forms for property transfers.

$29 each

As an LDA, I assist with preparing all required documents for uncontested family law matters. This includes:

• Divorce Filings – Drafting petitions, summons, and judgment forms for uncontested divorces.

• Child Custody & Visitation Agreements – Preparing agreements and related forms for custody and visitation arrangements.

• Support Modifications – Drafting documents for child or spousal support modifications.

Hourly Rate: $150 per hour
(Court filing fees not included.)

I prepare and file documents to help you establish your business entity in California. Services include:

• LLC Formation – Articles of Organization, Operating Agreement, and Statement of Information.

• Corporation Formation – Articles of Incorporation, Bylaws, and initial filings.

• Partnership Agreements – Drafting agreements tailored to your business structure.

Hourly Rate: $150 per hour
(State filing fees not included.)

I assist with preparing documents for:

• Domestic Violence Restraining Orders

• Civil Harassment Restraining Orders

Services include drafting petitions, notices, and related forms for filing.

Hourly Rate: $150 per hour
(Court filing fees not included.)