Contact Information
PO Box 3355, Citrus Heights, California 05611-3355
Detailed Information

I am a Legal Document Assistant (formerly called an independent paralegal). Although I cannot give legal advice or represent my clients before a judge in a court of law (only an attorney can do that), I can prepare legal documents at the specific direction of my clients. I focus on the law that falls under the probate code. I have nearly 30 years of experience in preparing estate planning documents, including trusts, wills, powers of attorney, deeds and associated documents. Several years ago I added probate and trust administration to my business offering. I am currently branching out to conservatorships and guardianships. Over the years I have been employed by attorneys as a paralegal, I have worked with attorneys as an independent paralegal, and now I work directly with the public. I maintain a good relationship with several estate planning attorneys to refer clients that need legal advice and representation. I am bonded and registered in Sacramento County and I can offer my services anywhere in California. I complete a minimum of 15 hours of legal continuing education every two years (usually double that) as required by law and to keep current on the laws that affect my work.

Date Established