Frequently asked questions

• Boutique trusts & estates practices needing specialized expertise

• Solo and mid-sized firms with fluctuating volume

• Firms of any size seeking overflow support during peak demand

No. I contract exclusively with California attorneys and law firms as a 1099 paralegal consultant. All work is performed under attorney direction and review, ensuring compliance with UPL rules and preserving attorney-client privilege.

• Hourly: $150–$200 depending on project complexity

• Flat fees: Available for trust administration projects, estate planning and trust funding, and other projects

• Retainers: Bundled rates for 20+ hours/month for ongoing support
  
  My services are designed to be cost-efficient while preserving firm profitability. See the Services page for details.

Click the “Book now” button at the top right corner of my website to schedule a consultation.

I offer one complimentary 20-minute consultation for prospective clients only.

For existing clients, you are welcome to schedule a consultation to discuss a new matter or a check-in to discuss an ongoing matter at any time. Time spent during the consultation will be billed according to our engagement.

Upon scheduling a consultation, you will receive an email that asks you to confirm your preference for a telephone or video consultation. When I receive your response, I will send you an email to confirm the meeting arrangements and any related instructions.

I integrate seamlessly with your existing team to expand capacity where it’s needed most.

Here is how I add value:

• Experience: 50+ Forms 706, $50M+ estates, and complex GST/portability issues

• Collaboration: I take on high-level paralegal trust and tax work, allowing attorneys, associates, staff paralegals, and CPAs to focus on higher-value tasks

• Profitability: All work remains under attorney oversight and is billable as paralegal time, preserving firm margins

• Overflow relief: Extra capacity during busy periods so staff can stay focused on priority matters

• Complex matter support: 706 prep, subtrust allocations, portability filings

• Organized deliverables: Clear schedules, valuations, and trust funding documentation that your team can easily build on

• Complete Form 706 with schedules, calculations, elections, and supporting docs

• Coordination with the firm on valuations (can be bundled if desired)

• Attorney-ready deliverables for efficient review and timely filing

• Revisions based on attorney feedback

• Hourly: $200

• Flat fees: Available for Form 706 prep upon request.

• Retainers: Bundled rates for 20+ hours/month or ongoing support.
  
  My services are designed to be cost-efficient while preserving firm profitability. See the Services page for details.

Yes. I can coordinate appraisals for real property, business interests, fractional interests, brokerage accounts, retirement assets, and life insurance as part of trust administration engagements.

Once all required information is provided:

• Portability filings: 4–6 weeks

• Taxable estates: 6–10+ weeks

• Rush projects: case-by-case

Yes. I collaborate remotely with attorneys and firms across California using encrypted file transfer. In-person meetings are available in Monterey County; Zoom/Teams for statewide collaboration.