How I Work

I provide on-demand trusts & estates paralegal support exclusively for California attorneys and law firms. Every project is attorney-supervised, seamless, and compliance-ready—so you get expert help without payroll overhead.

My Role

  • Attorney-Ready Drafting: Trust documents, schedules, accountings, and Form 706 drafts prepared for your review and approval.

  • Collaborative Support: Direct coordination with supervising attorneys and staff to keep matters moving.

  • Professional Integration: At your direction, I work with CPAs, appraisers, and valuation experts to ensure a streamlined process.

Engagement Process
New projects begin with a quick consultation to confirm scope, pricing, and the right billing model (hourly, flat-fee, or retainer). Once the assignment is defined, I prepare an engagement letter for attorney review and signature.

For ongoing clients, a simple email or memo is often enough to start new matters.

Conflicts of Interest
I only accept matters where I can provide services under ethical and industry best practices. Any potential conflict is disclosed immediately and declined if necessary.

Tools & Systems
To integrate seamlessly with your practice, I use:

  • Dropbox: Secure, encrypted file transfer

  • Clio: Time tracking & billing (paralegal hours, billable to clients)

  • Drake Tax Software: Form 706 drafting & schedules

  • Casetext: Research & drafting support

  • Virtual Meetings: Zoom, Google Meet, or phone for quick collaboration

Billing & Compliance

  • Invoices issued every 30 days (net 30)

  • Hourly, flat-fee, and retainer options available

  • Contract-based services (1099, no payroll, no benefits, no overhead)

  • Exclusively serving California attorneys and law firms

  • All work performed under attorney supervision to preserve privilege and comply with UPL rules

  • Fully insured with professional liability coverage

  • Hourly, flat-fee, and retainer options available