Estate Planning Services
Planning ahead doesn’t mean you have to figure it out alone.

We help individuals and families create legally valid estate planning documents, without the high cost or confusion of working with a traditional law firm. Whether you need a will, power of attorney, or advance health care directive, we offer affordable, flat-fee support tailored to California law. With years of experience serving clients across Southern California, we provide compassionate, step-by-step guidance to help you plan ahead. Protect your future. Get started on your estate plan today.

Explore types of estate planning service:

Estate planning doesn’t have to be overwhelming. We provide practical, affordable support to help you get it done with confidence. Whether you're planning ahead, updating existing documents, or supporting a loved one in need, we’re here to make the process simple, legal, and stress-free.

Financial Power of Attorney

Authorize someone you trust to manage financial matters, property, and legal affairs on your behalf.
• Durable Power of Attorney
• Custom agent instructions
• Execution support and notarization

Medical Power of Attorney

Legally designate a trusted agent to make health care decisions on your behalf if you become unable to do so.
• Advance Health Care Directive (AHCD)
• Agent designation and authority limits
• Included mobile notarization

Trust Amendments

Make legally valid changes to your existing trust without needing to start over from scratch.
• Trust Amendment or Restatement
• Updated Schedule
• Signing instructions and execution support

Deed Drafting & Recording

Transfer ownership of real estate with properly prepared and recorded deed documents that comply with California property law.
• Grant Deed or Quitclaim Deed
• Preliminary Change of Ownership Report (PCOR)
• County-specific recording and filing guidance

Last Will & Testament

Outline your final wishes for property, guardianship, and distribution with a California-compliant last will and testament.
• Personalized document preparation
• Signing instructions and execution support
• Witness compliance and assistance

Mobile Notarization

Professional notarization services at your location: Home, hospital, medical care facility.

• In-home , hospital & medical facility access
• Dignified signing support for the elderly or individuals with medical or physical limitations.

Why a Paralegal Service is right for you: Straightforward, affordable and Court-Ready

  • We exclusively help people in Pro Per (those who choose not to hire an attorney). Your case is as equally important as anyone else’s, whether or not you choose to be represented. Not having an attorney does not mean you have to handle everything alone.

  • Paralegals get the job done, without the high cost of a traditional attorney’s office. Our flat-rate pricing gives you clear, upfront costs, so you're never caught off guard by hourly billing. Plus, working with a paralegal allows you to customize your service to fit your needs: whether you need full-case support or help with just one part. The choice is yours.

  • We provide personal and direct preparation of your legal documents and case filing. Depending on your needs, documents can be turned around in as soon as a few days. There’s no waiting for hourly billing.

  • No more Googling for court forms, trying to decipher legal terms, or stress about deadlines. We take the guesswork out and offer clear, structured, step-by-step document support, so you always know what needs to be done, when, and how.

  • With over a decade of hands-on experience in Southern CA courts, we are equipped with expertise of each courthouse’s rules, filing preferences, and nuances. This gives our clients an inherit advantage in getting through their case with confidence and ease, knowing that their case is taken care of and is accepted by the Court’s Clerk A.S.A.P.

  • Once onboarded, you gain access to a secure & private client gateway, created just for you and accessible 24/7. From start to finish, you’ll work with your dedicated case manager who serves as your single point of contact.

How it works: 3 Easy steps

1. Schedule Your Free Consultation
Contact us to set up your free consultation. We’ll go over the type of estate planning document you need, whether it’s a will, power of attorney, or health care directive + ask key questions to tailor the document to your personal goals. We'll walk you through the process, timeline, and flat-rate cost of your service and help answer any questions you may have.

2. Login to Your Secure Client Gateway
Once onboarded, you'll receive access to your private and secure client gateway. There, you can view your case documents, track updates, and communicate with us at any time. Your casework immediately begins.

3. Review, File and Complete
After your approval of the final document, we set an in-person appointment to meet with you and help you execute your document. From start to finish, we will walk you through each part of the process so your estate plan is clear, complete, and legally compliant. Ready to plan?

Real Stories. Real Results. Trusted and recommended by communities across Southern California.
What Our Clients Are Saying:

  • Prenuptial Agreement

    ⭐⭐⭐⭐⭐
    Julie helped my fiancé and I with our prenup. She made the process incredibly clear, helped us find attorneys that worked for both of us, and went above and beyond to accommodate to our wild schedules. She even drove to meet us even though we were pretty far away. I felt like she had our back through the whole process and am very grateful for all her help. Absolutely would recommend!

    P.G. | 07/2024 | Los Angeles, CA

  • Financial Power of Attorney & Healthcare Directive

    ⭐⭐⭐⭐⭐
    It was a pleasure working with Julie. She made the entire process significantly easier for me, as I needed both a durable power of attorney and a advance healthcare directive for my father. Julie took the time to thoroughly explain what was required and went above and beyond by providing follow-up calls. She also offered valuable guidance on the necessary steps to ensure everything was in place effectively. I highly recommend Julie's services for anyone seeking quality legal assistance, as her expertise and dedication truly stand out. I would definitely return to Julie for any future legal needs.

    -A. | 04/2025 | Devore Heights, CA

  • Trust Notarization

    ⭐⭐⭐⭐⭐
    We needed our trust documents notarized and wanted to do so in our home. I checked Yelp for recommendations and had quite a few bids. Julie was quick to respond, available at short notice, and communicated with me throughout. I selected her because of her paralegal certification and experience in wills and trusts. She was pleasant, prompt and very helpful in explaining the process. She was quick and detail-oriented and educated us on some things to consider when putting our trust in place. She instills confidence in a process that can seem a bit overwhelming. I highly recommend Julie and plan to use her services in the future.

    -V.R. | 03/2025 | Anaheim, CA

  • Divorce Case

    ⭐⭐⭐⭐⭐
    Found Julie on Yelp and reached out--so glad I did! My divorce was simple, but the paperwork was overwhelming and I didn't have time and I didn't wanna mess anything up. I qualified for the free consultation, where she guided me through everything. kept me updated the whole time throughout my entire case. Just got my judgment issued and now I can finally move on!!!!Super fast, professional, friendly and reliable. I would definitely use her again in the future for other legal stuff, and would highly recommend. Thanks Julie!!!

    -A.H. | 02/2025 | Norwalk, CA

  • Request for Order

    ⭐⭐⭐⭐⭐
    Julie was super friendly and knowledgeable. I needed help with RFO court forms. She was quick and reliable. Got some document notarized with her same-day. Very helpful that she could speak English and Viet. Would recommend

    -K.N. | 05/2024 | Huntington Beach, CA

  • Deed Drafting

    ⭐⭐⭐⭐⭐
    Working with Julie has been an absolute breeze. She helped me prepare my Deed and then notarized it for me afterwards. From start to finish, she was always quick to respond. I saved so much money using her paralegal services versus spending thousands on a lawyer, who often are neither accessible nor easily reached. Julie is clearly a professional and it is evident in the way she interacted with me. I highly recommend her services.

    -W.M. | 06/2024 | Torrance, CA

  • Name Change Case

    ⭐⭐⭐⭐⭐
    I used Name change service in Orange County. Julie was the one who work on my case. I like working with punctuated people who keep their words. Julie is super punctuated. If she says, she's gonna contact at 6 p. She will contact at 6p. not a min late. She will updated you as process goes every single steps of it. She also provided me emotional supports which I didn't expect it from her at all. She will find a way to save your money and she's very transparent!!! It took me about 2-3 months not sure exactly for a name changes. If you need a service for a name change, DO NOT HESITATE! go for her!

    -E.Y. | 04/2025 | San Francisco, CA

  • Misc. Legal Research

    ⭐⭐⭐⭐⭐
    Julie is amazing. Her research abilities are beyond compare, and her communication skills and response time are a pleasure, especially nowadays. Her hourly rate is reasonable. My case was very Complex, and she breezed through it with ease. I was lucky I found her.
    There is no need to go anywhere else.
    I would highly recommend her.

    -B.C. | 08/2024 | Santa Ana, CA

  • Loan Signing & Notarization

    ⭐⭐⭐⭐⭐
    I am so glad I found Julie. Julie came over and helped me understand what I was signing. Legal documents can be very confusing to the average person. She notarized my documents for my loan. She is very kind and has a friendly personality. Julie also gave me a great deal for being a Garden Grove resident. I will recommend her to all my friends who ever needs a notary.

    -M.B. | 05/2025 | Cypress, CA

Ready to start your case? Click here to schedule a free consultation with your case manager.
Or, explore and learn more about our services below:

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or, give us a call at (714) 248-6064