If you know what you need, I can prepare it correctly, file it with the right county or court, and save you the cost of an attorney. Below is what I handle most often — and if you don't see what you need, ask.
A living trust avoids probate, keeps your affairs private, and makes it dramatically easier for your loved ones when something happens to you. I prepare the full package — trust agreement, pour-over will, durable powers of attorney, advance health care directive — and, just as importantly, I make sure your house actually gets deeded into the trust. (A trust that doesn't own your house won't keep it out of probate. I see this mistake constantly.)
With 16 years in mortgage lending and an inactive California real estate broker license, deed work is my comfort zone. I prepare and record:
Every deed is prepared with the correct legal description, vesting language, and recorded with the San Joaquin County Recorder.
California allows beneficiaries to collect personal property and (in some cases) real estate from estates below a statutory threshold without going through full probate. This is faster, cheaper, and far less burdensome. I'll evaluate whether your situation qualifies and prepare the affidavit.
I'm a certified Notary Signing Agent with over 4,500 completed loan signings through Snapdocs. I travel to your home, office, hospital, or care facility — anywhere in the Stockton, Lodi, and Manteca area. I work regularly with title companies, escrow officers, lenders, and attorneys, and I handle:
Send a short message describing what you need, and I'll let you know whether it's an LDA matter and what it would cost.
Contact Terri