Our Services

We’re here to support and guide you.

 

With over 25 years of experience, our team can handle it.

 

If you're considering a living trust, navigating a probate matter or starting a business, our experienced team is here to guide you. Our goal is to simplify the legal paperwork process, reducing your stress so you can focus on what matters most. Explore our services below and contact us today to get started!

 

Business Formations

 
 

Incorporation Package

  • Articles of Incorporation

  • Preliminary Name Search

  • Bylaws

  • Resolutions

  • Statement of Information

  • EIN Application Service

  • Corporate Binder – We provide a personalized binder for storage of your corporate documents.

$500

LLC Package

  • Articles of Organization

  • Operating Agreement

  • Statement of Information

  • EIN Application Service

  • Corporate Binder – We provide a personalized binder for storage of your LLC documents.

    $400

*Our prices do not include State filing fees

 
 

We also help with:

  • Dissolution of Incorporation or LLC

  • Partnership Agreement

  • Employee Handbook

  • Promissory Note

  • Small Claim Action or Response

 

 
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Wills and Trusts

 

Revocable Living Trust Package

A Revocable Living Trust is on elf the most effective estate planning tools available to California residents, allowing your assets to pass directly to your loved ones outside of the probate court process. Our trust package includes preparation of all essential documents - a Revocable Living Trust, Pour-Over Will, Power of Attorney, Advance Health Care Directive, Certificate of Trust, and property transfer deed. We provide a personalized estate planning binder to store your trust documents.

Individual

$800

Married Couple

$900

Will Package

A Last Will and Testament is a foundational estate planning document that allows you to specify how your assets should be distributed and who should care for your minor children after you pass. Our Will package includes preparation of all essential documents - a Last Will and Testament, Power of Attorney, Advance Healthcare Directive, and HIPAA Authorization. Unlike a Trust, a Will goes through the probate court process, but remains an important and affordable option for many families.

Individual

$600

Married Couple

$700

 

We also help with

  • Stand Alone Financial Power of Attorney $150

  • Advance Healthcare Directive $150

  • Quitclaim Deed, Grant Deed, Trust Transfer Deed $275

*Our prices do not include recording fees

 

 
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Probate

 

Petition for Probate

When a loved one passes away leaving behind assets such as a home or personal property, those assets may need to pass through the probate court process before they can be transferred to the rightful heirs - whether or not a will exists. A Petition for Probate is filed with the court to appoint a Personal Representative who is authorized to manage the estate, notify creditors, and ultimately distribute assets to the heirs.

Phase 1

Includes Court filing, arranging publication, notices and case management, up to Order of Probate and Letters of Administration or Letters Testamentary

$1500

Petition for Probate

Phase 2

Notice all known creditors, file statement of death of real property owner with county assessor, inventory & appraisal, wait creditor period, accept and/or reject claims and pay creditors.

Phase 3

file waivers of final account from all beneficiaries, file petition for final distribution and order, record order of distribution in county where all real property of the estate is located, file signed beneficiary receipts, file ex-parte discharge of executor or administrator.

$1500/phase

 

We also help with

  • Transfer by Affidavit $250                    

  • Simplified Probate Petition to Transfer Real Property $800

  • Spousal Property Petition $800    

  • Heggstad Petition $1500

*Our prices do not include court filing fees, publication fees, referee fees

 

 

Conservatorship

 

Limited Conservatorship Person and/or Estate

When a child with a developmental disability turns 18, parents no longer have automatic legal authority to make decision on their behalf - even if they’ve been their caregiver their whole life. A Limited Conservatorship is designed specifically for this situation.

$900

General Conservatorship Person and/or Estate

When an elderly or incapacitated loved one can no longer make safe decisions for themselves, most commonly because they are experiencing dementia, Alzheimer’s disease, or serious cognitive decline and has no existing Power of Attorney or Trust in place, a General Conservatorship is a court supervised arrangement where the probate court can appoint a responsible adult - called a conservator to manage their personal care and/or financial affairs.

$950

*Our prices do not include court filing fees  

 

 
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Guardianship

 
 

Petition for Guardianship of Person and/or Estate

Guardianship is a court-supervised arrangement in which the probate court appoints a responsible adult(s) - often a grandparent or other relative - to care for a minor child who is unable to care for themselves. Guardianship of the Person covers decisions related to the individual’s living situation, education, and healthcare, while Guardianship of the Estate covers the management of their financial affairs. This is commonly needed when a parent is absent, incapacitated, or otherwide unable to provide care for their child.

$800

 

*Our prices do not include court filing fees

 

 
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Adoption

 

Adult Adoption

Adult adoption is a meaningful and relatively straightforward legal process that allows a stepparent, relative, or chosen family member to formally and legally establish a parent-child relationship with someone who is 18 years of age or older. Unlike the adoption of a minor, adult adoption in California does not require the termination of biological parental rights, a home study, or consent from the adoptee's biological parents — making it a more accessible process for many families. The process involves filing a petition with the court, paying a filing fee, and attending a hearing.

$500

Uncontested Stepparent Adoption of Minor

A stepparent adoption allows a stepparent who is married to the custodial parent to legally adopt their spouse's minor child, permanently establishing a legal parent-child relationship. Because we only handle uncontested cases, the other biological parent must be willing to voluntarily consent to the termination of their parental rights before we can proceed. The process involves filing a petition with the court, providing proper notices, a court investigator visit, and attending a hearing — and can be a beautiful milestone for a blended family ready to make it official.

$800

*Our prices do not include court filing fees or court investigator fees

 

 

Testimonials

  • “Toni is Awesome! She filed my divorce papers for me and it couldn’t have gone more smoothly. She knows her stuff and I am so thankful to have found her.”

    — Meagan L., Tracy, CA

  • “Toni helped us create an affidavit recently. She was very responsive by phone and email, and did an excellent and professional job for us. I will definitely contact Toni again when we need help!”

    — Andy P., Tracy CA

  • “Toni has been a true godsend who was not only willing without hesitation to file custody orders on my behalf that were emergent, but she met with me on a Saturday and continued to keep constant communication via text, email, and over the phone with me.”

    — Tawney M., Tracy, CA

  • “Thank you for being so quick and efficient with everything! I’m quite surprised how fast and smooth everything went with the stipulation. Not only are your rates reasonable compared to others, but you also ensured client satisfaction all the way through the end.”

    — Chloe D., Stockton, CA

 
 

Meet our team

Our team is ready to not only work for you, but with you. Understand the process and make your own decisions. Let us take the stress of paperwork off your plate.