Thank you for visiting my website. I began Cali Paralegal Services to help create Wills, Trusts, and assist in the process and procedures of trust administration matters. I work with the WealthCounsel and ElderCounsel drafting systems which are fantastic products allowing great detail. I also find the community surrounding this software to be welcoming, generous, and helpful.
If you are an attorney looking for assistance in any of these areas, please feel free to contact me so that we may discuss how I may best serve you and your clients.
If you are visiting my website because you need assistance with your own trust, will, or have recently had a death in the family, please let me know. As a Paralegal, I am prohibited from offering legal advice and must work under the
supervision of an attorney. I am in contact with several attorneys that specialize in all different areas of law and would love to assist you in finding that perfect connection for your needs. Please feel free to also contact the state bar association lawyer's referral service in your area.
I look forward to speaking with you soon. Have a great day!
How I Chose Estate Planning
As a Paralegal, I have been fortunate to work with some of the best attorneys, mentors, and teachers over the last 30+ years. When my legal career began, I joined several different firms that focused in many areas of the law. Although grateful for the experiences, I found myself getting a bit frustrated as my legal focus changed from one area to another as there did not seem to be anything that I felt I could be truly passionate about. Then, over 20 years ago, I joined an estate planning team. Although hesitant to be involved in such an emotional area of law, it quickly became evident it had all the elements I was searching for. It was so natural and right to focus and specialize my skills in the areas of estate planning and trust administration. The attorneys that I have worked with have always created a patient, thoughtful and caring work environment for our clients. I find great satisfaction in knowing I have assisted families in bringing peace during a difficult time.