Comprehensive Estate Planning Package
​Our firm offers a comprehensive estate planning package that includes the following six essential documents, all for a single, reasonable flat fee:
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Revocable Living Trust
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Pour-Over Will
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Advance Health Care Directive
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Durable Power of Attorney
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Deed or Assignment for the Transfer of One Property Asset
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Certification of Trust​
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We strongly encourage clients to consult with an attorney to ensure their estate plan is tailored to their unique family circumstances. For example, a minor beneficiary may require a Discretionary Trust or the appointment of a Guardian, while a loved one with a disability may benefit from a Special Needs Trust.
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Our office is committed to developing a personal relationship with each client to better understand your goals and priorities. This personalized approach allows us to craft an estate plan that truly reflects your wishes and provides lasting peace of mind for you and your family.
Experienced California Probate Attorney
Navigating the probate process in California can be complex, time-consuming, and emotionally overwhelming—especially after the loss of a loved one. Our firm is here to provide compassionate, knowledgeable legal guidance every step of the way.
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As an experienced California probate attorney, Ms. Grant assists executors, administrators, and beneficiaries with all aspects of probate, including:
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Filing and serving the Petition for Probate;
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Filing and serving the Notice of Petition to Administer Estate;
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Filing and serving the Order for Probate;
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Filing and serving the Duties and Liabilities of Personal Representative;
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Filing and serving the Letters of Administration;
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Filing and serving the Nomination of Personal Representative
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Filing and serving the Inventory and Appraisal with the Court;
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Filing and serving Notice of Administration to Creditors;
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Filing and serving Disclaimer of Beneficiary Interests;
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Filing and serving the Petition for Final Distribution;
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Filing and serving necessary documents to close the estate; and
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Attorney-client consultations related hereto.