I provide on-demand trusts & estates paralegal support exclusively for California attorneys and law firms. Every service is performed under attorney supervision: seamless, efficient, and designed to protect your margins.

How I Help

• Estate Planning & Trust Funding
  Drafting attorney-ready trusts, wills, POAs, health directives, deeds, and assignments—plus full trust funding support (asset schedules, transfers, beneficiary designations).

• Trust Administration
  Support with accountings, distributions, asset tracking, and beneficiary communications to keep administration smooth, accurate, and on schedule.

• 706 Preparation
  Drafting complete estate tax returns and supporting schedules, including portability elections, GST allocations, and lifetime gift tracking.

• Retainer & Package Options
  Flexible hourly, flat-fee, and monthly retainer models so you can expand capacity without adding payroll, and pass through my services to your clients as billable profit.

Why Firms Choose Me

• Expand capacity instantly, without hiring full-time staff

• Hit deadlines without burning out your team

• Keep more margin in-house (no CPAs cutting into profits)

Contact me to discuss the right support model for your firm.