Legal documents, prepared professionally.

Living Trusts

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.)

Learn more about Living Trusts

Deeds & Property Transfers

With 16 years in mortgage lending and an inactive California real estate broker license, deed work is my comfort zone. I prepare and record:

• Grant deeds — for transferring ownership between parties
• Quitclaim deeds — typically for transfers between family members or to fund a trust
• Transfer-on-death deeds — a way to pass real property without probate, without a trust
• Interspousal transfer deeds — common after marriage or divorce
• Preliminary Change of Ownership Reports — the form the County Assessor requires

Every deed is prepared with the correct legal description, vesting language, and recorded with the San Joaquin County Recorder.

Private Lenders

Additionally, I provide support to private lenders. I prepare and record:

• Notes — legally binding promissory agreements with terms drafted at your direction
• Deeds of trust — document preparation and recording to properly secure a private loan against collateral
• Reconveyance — preparation and recording of the formal paperwork required to officially release a property lien once a private loan has been paid in full