More than a decade of trust, estate and probate work, available on a project or ongoing basis.
I hold a Juris Doctor from Thomas Jefferson School of Law (2013) and work as a paralegal. I am not admitted to any bar. I do not provide legal advice and I do not represent clients. I work under attorney supervision, or directly with fiduciaries, on administrative and document preparation work that does not require a licence.
Estate and trust administration: trust funding and asset transfers, allocation and subtrust funding, asset inventories, appraisals and valuations for real property, brokerage accounts, annuities, life insurance and closely held businesses, beneficiary distributions with receipts and releases, and fiduciary annual and final accountings prepared to probate court standards.
Tax: federal estate and gift tax returns, Forms 706 and 709, including all schedules and supporting attachments, SS-4 applications for employer identification numbers, and coordination of fiduciary income tax filings.
Estate planning documents: wills, revocable and irrevocable trusts, special needs trusts, certifications of trust, financial and healthcare powers of attorney, trust transfer deeds, quitclaim deeds and HIPAA authorisations.
Probate and court: petitions, pleadings, motions, declarations and proofs of service for decedent, conservatorship and guardianship estates, prepared and filed to local rules.
I did this work at three California firms and then as Legal Director of a cross border private client practice handling contentious trusts, cross border estates, private equity structures and charity formation. High net worth files, international assets, and administrations that have already gone sideways do not surprise me.