In plain words

In California, probate is usually needed when the estate is bigger than the state's small-estate limit and the person who passed had a house or accounts in their name alone. For smaller estates, there's a simpler form called a small estate affidavit. I prepare these forms based on what you tell me — you direct, and I do the typing and assembly so the packet is clean for the court.

This might be a fit if…

  • Someone you love passed and the estate has to go through court
  • You need a probate petition prepared
  • The estate is small and you want to use the affidavit instead
  • You need an inventory and appraisal packet put together
  • You need notices to creditors prepared and organized

How I help

  • Prepare probate petition forms
  • Prepare inventory and appraisal packets
  • Prepare small estate affidavits
  • Prepare related filing packets and notices to creditors
  • Organize the whole packet and read every page with you before filing

What to expect

1

Call or send me a note so we can talk

2

You tell me which forms you want; I prepare them based on your instructions

3

I lay everything out clearly and double-check the packet

4

We read it together before anything gets filed

One honest note

I'm a registered Legal Document Assistant, not an attorney. I can't give you legal advice, pick documents for you, or speak for you in court. What I can do is prepare your paperwork based on what you tell me. If your situation needs legal advice, please talk to an attorney — I'll tell you straight if I think that's the right call.

Want me to prepare yours?

Tell me what you need and I'll let you know if it's a fit, what happens next, and the price before any work starts.