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Probate
Probate is the legal process you must follow to transfer or inherit property after the person who owned the property has passed away. Depending on the amount, type of property and if they had an estate plan in place, you may or may not need to go to court to transfer/inherit the property.
Estate Planning
An estate plan ensures your home, finances and other assets are taken care of following your death, allowing you to provide for your family even after you are gone.
Conservatorships
A conservatorship is a court case where a judge appoints a responsible person or organization to care for another adult who cannot care for himself or herself or manage his or her own finances.
Guardianships
A probate guardianship of the person is set up because a child is living with an adult who is not the child’s parent, and the adult needs a court order to make decisions on behalf of the child.
Trust / Probate Accounting
Probate accounting, also known as trust accounting, is simply an accounting of the transactions undertaken by an estate during a specific reporting period. Section 16062 of the California Probate Code requires trustees to provide an accounting at least once a year.
Conservatorship Accounting
To assure that the conservator is properly carrying out their duties of managing the conservatee’s finances, the Court requires that a conservator submit a periodic accounting for its review and approval.
Trust Administration – Trustee
If you’re a trustee, it’s your responsibility to manage a trust when the settlor dies. If you’ve never worked with a trust before, this responsibility may seem overwhelming.
Deeds
The purpose of a deed is to transfer a title, a legal document proving ownership of a property or asset, to another person. We can help complete and file any deeds you need in California.
Flat fees for most of our services. We’re affordable, compassionate, experienced and ready to assist.
We proudly serve the entire Bay Area, Southern California and beyond with offices in Walnut Creek & Napa, CA.
At CA Legal Docs, we specialize in providing expert assistance with legal document preparation. As a non-attorney service, we focus solely on accurately filling out legal forms at the request of our clients. Whether you’re dealing with estate planning, family law, business formations, or other legal matters, our dedicated team is here to streamline the process for you.
Your Reliable Document Filling Solution
Why deal with the complexities of legal paperwork alone when you can have professional assistance without the high cost of hiring an attorney? Many California residents seek guidance when faced with document preparation, and our services offer a practical and affordable solution.
Our Commitment
We understand that legal forms can be overwhelming. Our mission is to simplify the process by providing precise and meticulous document filling services. While we cannot offer legal advice, our expertise lies in accurately completing the necessary forms based on your instructions.
How We Assist
Our experienced team specializes in filling out legal forms tailored to your specific requirements. We provide guidance on form selection and ensure that your documents are accurately completed, saving you time and stress.
Why Choose Us
Accuracy: Rely on our team for precise and error-free document filling.
Affordability: Access professional document services without the high costs of attorney fees.
Expert Assistance: Benefit from our expertise in completing legal forms efficiently.
Personalized Service: Tailored solutions to meet your individual document preparation needs.
Ready to simplify your document preparation process? Reach out to us today to discuss your requirements. Let CA Legal Docs handle the intricacies of form filling while you focus on what matters most to you.
At CA Legal Docs, we’re committed to providing reliable and efficient document preparation services to California residents without the need for legal advice.