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Probate

Probate is the legal process you must follow to transfer or inherit property after the person who owned the property has passed away. Depending on the amount, type of property and if they had an estate plan in place, you may or may not need to go to court to transfer/inherit the property.
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Estate Planning

An estate plan ensures your home, finances and other assets are taken care of following your death, allowing you to provide for your family even after you are gone.
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Conservatorships

A conservatorship is a court case where a judge appoints a responsible person or organization to care for another adult who cannot care for himself or herself or manage his or her own finances.
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Guardianships

A probate guardianship of the person is set up because a child is living with an adult who is not the child’s parent, and the adult needs a court order to make decisions on behalf of the child.
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Trust / Probate Accounting

Probate accounting, also known as trust accounting, is simply an accounting of the transactions undertaken by an estate during a specific reporting period. Section 16062 of the California Probate Code requires trustees to provide an accounting at least once a year.
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Conservatorship Accounting

To assure that the conservator is properly carrying out their duties of managing the conservatee’s finances, the Court requires that a conservator submit a periodic accounting for its review and approval.
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Trust Administration - Trustee

If you’re a trustee, it’s your responsibility to manage a trust when the settlor dies. If you’ve never worked with a trust before, this responsibility may seem overwhelming.
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Deeds

The purpose of a deed is to transfer a title, a legal document proving ownership of a property or asset, to another person. We can help complete and file any deeds you need in California.
CA Legal Docs | Probate Assistance in California
CA Legal Docs | LDA in California
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Our services are affordable, and the quality of work that we do is pristine. When filing paperwork with the court, there are many emotional or stressful elements that a person must consider. One of the main considerations when faced with legal matters is the cost. 

CA Legal Docs strives to provide an affordable alternative to hiring an attorney for your document preparation needs. Don’t wait to get in touch with us if you need an LDA!

Flat fees for most of our services. We’re affordable, compassionate, experienced and ready to assist.

We proudly serve the entire Bay Area, Southern California and beyond with offices in Walnut Creek & Napa, CA.
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    WHAT MAKES OUR SERVICE UNIQUE?

    Why work with CA Legal Docs?

    Affordable

    Our simple online interview process can help you save thousands compared to hiring an expensive attorney to probate your estate.

    Legal & Reliable

    We use the same forms and software that many California attorneys use, so you can be confident in your documents.

    Expert Verification

    Our probate service includes a personal interview to review your documents making sure you didn't overlook something.

    Trusted

    We provide exceptionally high quality legal document preparation services unsurpassed by any other company online and we take pride in our long-term reputation.

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