Services

Simple Will/ Trust/ Estate Planning

Create a Last Will and Testament to leave instruction for your loved ones after your passing. Although this does not avoid Probate, it provides guidance and clarity through the administration of your estate.

Establish a living trust for you and your family to protect your assets, accounts and real properties while living and after your passing. Ensuring what you have worked hard to acquire throughout life, stays within your family. Includes pour over Will, Power of Attorney, Advanced Healthcare Directives, Certification of Trust, General Assignment, Schedule (A) & (B) and a Grant Deed for real property.

Do-it-Yourself checklist to clarify the process while guiding you every step of the way. Preparation of documents, Publication for creditors, Notice to family, the Federal Tax Board and Director of Healthcare Services, bonding resources, inventory & appraisal, Petitions, court accountings, service by mail.

Probate Assistance

An image of a calm family discussing their estate plans.

Estate and Unclaimed Property Recovery

Recovery lost assets or estates your loved one did not secure before passing. Recovery of unclaimed property held by the State of California. I can make the process simple and file your claims directly with the State of California.

F.A.Q.

What is estate planning?

It's preparing for your future. Its an all inclusive package containing all the important documents needed to be sure everything moving forward is secured and has a plan. It's making sure you don't leave behind any issues, avoids any conflicts and court interventions and every detail is planned and prepared.

Who needs a will?

Everyone should have a will to protect assets. Passing without a Will is called Interstate and can have serious repercussions your family will be forces to go through.

Without a will, the court — not you — controls how your estate is handled. Loved ones may face:

Delays
$$$Extra costs
Conflicts
Mental and Emotional hardship
And outcomes that don’t reflect your wishes

What is a living trust?

A living trust helps manage your assets during life. It provides for you and your well being and appoints someone to manage the assets in the event that you are no longer able to do so.

How much do you charge?

I offer FLAT-RATE pricing with no additional hidden fees.

Simple Will- $180.00

Estate Plan (Single)- $680.00

Estate Plan (Couple)- $1200.00

Probate Assistant (routine 1 year process)- 3,800.00

How can I contact you?

You may reach out via phone or email

Phone: (530) 560-1956 Email: natasha@projectpro-per.com

Simply leave your contacts below and we will reach out within one business day.