PARALEGAL SERVICES

<body topmargin=0 leftmargin=0 marginheight=0 marginwidth=0> <table cellpadding=0 cellspacing=0 border=0><tr> <td valign="top" colspan=2 height=90 BGCOLOR="#006699" TEXT="#080000" background="060785a3.jpg"> <div> <FONT SIZE="5" COLOR="#FFFFFF" FACE="Arial" ><B>CALIFORNIA PROBATE PARALEGAL</B></FONT><B>    </B><B> |     </B><B>  </B><A HREF="index.htm" TARGET="_top" TITLE="CALIFORNIA PROBATE PARALEGAL"><U><B>home</B></U></A></div> <div> <B>PARALEGAL SERVICES</B>   |   <A HREF="id26.htm" TARGET="_top" TITLE="FEES AND COSTS"><U>FEES AND COSTS</U></A>   |   <A HREF="id23.htm" TARGET="_top" TITLE="LEGAL LINKS"><U>LEGAL LINKS</U></A>   |   <A HREF="id29.htm" TARGET="_top" TITLE="EXPERIENCE"><U>EXPERIENCE</U></A>   |   <A HREF="id24.htm" TARGET="_top" TITLE="CONTACT KATHY"><U>CONTACT KATHY</U></A></div> <div> </div> </td> </tr><tr> <td valign="top" width=210 BGCOLOR="#FFCC66" TEXT="#080000" background="061d2043.jpg"> <div> <A HREF="id19.htm" TARGET="_top" TITLE="Probate Services"><U>Probate Services</U></A></div> <div> <A HREF="id20.htm" TARGET="_top" TITLE="Trusts"><U>Trusts</U></A></div> <div> <A HREF="id21.htm" TARGET="_top" TITLE="Conservatorships"><U>Conservatorships</U></A></div> <div> <A HREF="id22.htm" TARGET="_top" TITLE="Guardianships"><U>Guardianships</U></A></div> <bR> <bR> <div> French Guitar by Tommy Norris</div> <div> <IMG SRC="078b5910.jpg" border=0 width="181" height="145" ALIGN="BOTTOM" HSPACE="0" VSPACE="0"></div> <bR> </td> <td valign="top" height=390 BGCOLOR="#FFFFFF" TEXT="#080000"> <div> <I>PARALEGAL SERVICES</I></div> <bR> <div> <A HREF="id19.htm" TARGET="_top" TITLE="Probate Services"><U>Probate Services</U></A></div> <div> <A HREF="id20.htm" TARGET="_top" TITLE="Trusts"><U>Trusts</U></A></div> <div> <A HREF="id21.htm" TARGET="_top" TITLE="Conservatorships"><U>Conservatorships</U></A></div> <div> <A HREF="id22.htm" TARGET="_top" TITLE="Guardianships"><U>Guardianships</U></A></div> <bR> <div> <B>DUTIES OF A PROBATE & ESTATE PLANNING PARALEGAL</B></div> <div> Assist attorney w/the initial client meeting. </div> <div> Prepare & maintain a calendar system. </div> <div> Notify heirs & devisees of probate proceedings. </div> <div> Publish notice to interested persons.</div> <div> Collect info and/or assets for preparation of inventory & tax returns. </div> <div> Accompany fiduciary & court representative to bank for removal of Will from safety deposit box. </div> <div> Evaluate assets (date of death & alternate valuation date). </div> <div> Draft inventory. </div> <div> Review creditors' claims. </div> <div> Maintain financial records of estate. </div> <div> Prepare & file probate documents in administration of estate or to relieve estate from administration. </div> <div> Surrender insurance policies. </div> <div> File life insurance claims & other death benefit claims. </div> <div> Verify bank balances. </div> <div> Interpret Will provisions. </div> <div> Prepare preliminary tax & cash estimate. </div> <div> Obtain tax releases. </div> <div> Prepare income projection. </div> <div> Draft state inheritance tax & federal estate tax returns. </div> <div> Draft decedent's final federal & state individual income tax returns. </div> <div> Draft state & federal fiduciary income tax returns. </div> <div> Draft petitions & orders for partial distribution. </div> <div> Draft accountings. Help audit tax returns. </div> <div> Draft distribution schedule. </div> <div> Draft closing documents. Draft federal & state gift tax returns. </div> <div> Review documents & tax returns in connection w/an ancillary proceeding. </div> <div> Draft tax returns for non-probate estate. Collect data for estate planning. </div> <div> Draft wills & trusts. </div> <div> Draft court documents for conservatorship. </div> <div> Draft accountings for conservatorship. </div> <div> Draft federal & state tax returns for conservatorship. </div> <div> Draft court documents for guardianships.</div> <div> Make post-mortem planning calculations. </div> <div> Draft documents for sale of real & personal property. </div> <div> Maintain & update form files. </div> <div> Act as liaison w/probate referee & probate court. </div> <div> Arrange for real property appraisals.</div> <div> Analyze investments for estate planning. File Wills. </div> <div> Prepare Application for Letters & Refusal of Letters. </div> <div> Prepare other needed petitions E.G. app for widow's allowance, authority to erect grave marker, & so forth. </div> <div> Prepare claims, payment of claims, & receipts. </div> <div> Maintain estate bank accounts, investments, & change of address for dividends. </div> <div> Prepare settlements & obtain continuances as needed. </div> <div> Handle transfer of securities & receipts from distribution. </div> <div> Order certified copies of documents. </div> <div> Contact legal or auditing departments about settlements & other estate matters.  Prepare final settlement & order for final distribution. </div> <div> <A HREF="http://www.From the 'Lectric Law Library's stacks" TARGET="_top" TITLE="http://www.From the 'Lectric Law Library"><U><B>http://www.From the 'Lectric Law Library's stacks</B></U></A></div> <bR> <bR> <bR> </td> </tr></table></body>