Our goal is to provide low cost legal assistance to help you navigate sometimes confusing legal areas in a friendly, convenient, understanding, professional and cost efficient way.

We specialize in Estate Planning and related documents, but we also prepare other miscellaneous legal documents. We strive to give you up to date, quality, personal, one-on-one service and quotes without obligation.

If you are unable to get out because of illness, disability or work obligations we are a mobile service and notarization is free for our prepared documents.  Please don't hesitate to email or phone for more information or to discuss your needs.

 


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San Diego County
Legal Document Assistant
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Certified Loan Signing Agent

The services we supply:

ESTATE PLAN PORTFOLIO

An Estate Plan will pass your assets to loved ones or charities and will also save them the worry and legal conflicts that can arise at a difficult time, when a loved one dies. If you have a well thought out plan, the transfer of your assets and care of your family will be a smooth transition. This plan can appoint a guardian for minor or disabled children and representatives to handle your financial affairs, healthcare and end of life choices if you are incapacitated. It will help you avoid a long drawn out legal process in which the court will make all these personal decisions for you.

TRUST ADMINISTRATION

This is the process of carrying out your wishes stated in your Estate Plan. We help the appointed Trustee to notify the appropriate government agencies of the death and guide them through the steps of contacting heirs, beneficiaries, creditors and tax professionals.

PROBATE

Probate is the legal process directed by the court by which the property of a decedent is retitled if a Trust doesn't exist. A Will by itself will have to go to Probate. A representative will be appointed by the court.   The court guides how and when this process takes place and makes the decision where your assets will go. It can take many months or years to complete and be very costly in terms of Court fees and Attorney costs.

We also prepare individual documents related to each area.