Our Services A-Z

One part of an estate plan is the Advance HealthCare Directive or Health Care power of attorney.  This form is used to make healthcare decisions on their behalf, in accordance with the terms of the document. After completing the document, the principal should notify the agent about the directive. They may also register it with the California Secretary of State, but registration is not necessary. 

If you and someone who has passed away owned real estate together as joint tenants, you need to clear the title and put the property in your own name.  We can assist with the filling out, notarizing and properly recording the sworn statement required to quickly and easily clear title.

The PPNS paralegals can assist you in completing your forms and helping you to ascertain if you qualify for Summary Dissolution which is a less costly option for dissolution of marriage.  We can also assist in the preparation of standard marital settlement agreements and child support agreements, and so much more.

Two types of deeds are used nearly exclusively to convey a real estate interesta are grant deeda an quitclaim deeds. Whether you need a grant deed or a quitclaim deed prepared, notarized and properly recorded we can help.  All too often these two documents are erroneously viewed as interchangeable, causing additional unintended liability and fees.

The Minor Travel Consent Form has become increasing necessary because of the rise in instances of child abduction in custody cases, and a growing number of children who are the victims of human trafficking.  An immigration officer, airline, or travel company may ask for a letter of consent if the child is traveling internationally with only one parent or with another adult, such as a relative, friend, teacher, etc.

A critical part of any estate plan is the durable (Financial) Power of Attorney Form which allows an individual to act in the place of someone else for financial needs only. The principal grants these powers to a trusted individual called an agent. The agent can only act as the principal specifies and the agent has a fiduciary responsibility to act in the best interests of the principal. It should be noted that because it is considered “durable,” the powers granted to the agent continue even if the principal becomes incapacitated.

The type of closing documents depend upon the type of transaction conducted.  Common documents include a loan application, promissory note, mortgage, rider, truth in lending, closing disclosure, settlement statements, IRS authorizations, deed, affidavits and disclosures.

A living trust is provides a way to avoid probate and maintain control of your assets during life and after death. California living trusts are created with a trust document. The document is a legal contract that sets up the trust and details how it will be run and distributed. 

A critical part of every estate plan is your Will.  If you live in California if you die without a will, trust, or other provision for the distribution of your money and property, that money and property will be distributed according to California law. This is a complicated process, but essentially the state will determine who gets the property based on their relationship to you.  It is better to put your wishes in writing as California does not recognize oral (or "nuncupative") wills.