Need a Paralegal?

Jenna is an experienced Trust and Estate Paralegal with over 11 years of experience as a paralegal (16+ total working for estate planners). The majority of her experience is in California, but she has assisted law firms in other states as well. The goal is to work remotely, on a contract basis, and provide excellent service to attorneys who specialize in estate planning, trust administration and probate. In 2008, Jenna started as a receptionist for a solo estate planner in Westlake Village, California, and has never looked back!

Cassandra’s bio coming soon.

Our Services

Flat Rate Estate Plans

Married Couple

Individual

*Any county recording fees for Deed recording are not included and will be billed separately.

$450

$350

What’s included?

  • Revocable Trust

  • Certification of Trust

  • Pour-Over Will

  • Power of Attorney

  • Health Care Directive

  • HIPAA

  • Assignments

  • One (1) Deed

  • Two (2) phone calls with Clients to discuss their Estate Planning wishes and review their drafts

What’s not included?

  • Additional Deeds

  • Recording costs

  • Additional phone calls

  • Postage

Trust Administration

$85/hour

(Prepare all necessary documents to administer a Revocable Trust)

  • Checklist of tasks

  • Obtain EIN

  • Draft and serve Notices to Beneficiaries, Agencies and Creditors

  • Prepare and record Affidavit of Death and necessary county forms

  • Prepare Trust accounting, if necessary

  • Client communication

Probate

$100/hour

(Prepare all necessary documents to administer an Estate (Will or Intestate) through the Court)

  • Checklist of tasks

  • Prepare all initial forms to open a Probate

  • Obtain E-Signatures

  • E-File court documents

  • Obtain EIN

  • Draft and serve Notices to Heirs, Agencies and Creditors

  • Prepare and record Affidavit of Death and necessary county forms

  • Prepare necessary pleading documents, including final Petition

  • Prepare court accounting, if necessary

  • Client communication

Litigation Support

$50/hour

Providing excellent legal support for all your litigation needs! Please use our contact form below to inquire how Angela can serve your firm.

PLEASE BE ADVISED:

All invoices will be sent on the 15th and the last day of the month, and if not paid within 10 days, we cease all work. All flat rate Estate Plans will be due prior to drafts being provided.

Let’s work together.

Interested in working together? Fill out some info and I will be in touch shortly!