ESTATE PLANNING SERVICES:
Our Estate Planning document preparation service includes the preparation of all documents necessary to create your clients' estate plan as directed utilizing each individual attorney's practice set. Our services and templates together with the identity of each client is held in the strictest of confidences.
With respect to "funding", we have a library of forms most organizations require which literally expands on a daily basis. We are readily familiar with real property transfer requirements and can assist in the preparation of deeds to "unfund" and "refund" real property for financing purposes. We keep up-to-date with the ever-changing rules and regulations as it relates to recording documents with all California county recorders.
Our trust administration services include whatever you need. Whether it is the preparation and mailing of required notices or the preparation of transfer documents, we can accommodate your needs.
We understand the importance of making sure everything is done correctly and have the experience and know-how to properly value assets and provide whatever services you need in your quest to provide superior service to your clients.
Most services are performed on a flat fee basis or we are available on an hourly basis for those hard-to-quote services.
No matter what your trust administration needs are, we are here to make you and your practice more efficient.
Please call us today for a free confidential quote on how we may be of service to you!