CALIFORNIA TRANSACTIONAL PARALEGAL
Probate, Estate Planning and Incorporation Services
For Attorneys Only
"It is not uncommon to have lawyers tell us that at least 25 percent of their work could be handled by paralegals." (James Wilber, Altman Weil, Inc. For complete article, see http://www.altmanweil.com/about/articles/pdf/LegalFoodChain.pdf)
Contact Nancy Hargiss at (925) 449-3858
nancyhargiss@comcast.net
Profile
PARALEGAL CERTIFICATION, California State University, Hayward (an ABA-approved program). 4.0 GPA. Course studies included probate, elder law, contract law, litigation and civil procedure, legal research, legal writing, personal injury and tort law, legal ethics, and computer applications for paralegals. Completed the program on a tuition waiver based on scholastic achievement.
AA, Accounting, Chabot College, cum laude
BA, Anthropology, California State University, Hayward, cum laude
RECENT SEMINARS ATTENDED:
In full compliance with California Business and Professions Code Sec. 6450 et seq, including Mandatory Continuing Legal Education.
Preparation of 706 Tax Returns (BALSF, April 2003)
Administering the Moderate Single Settlor and Married Person Trust (CEB, April 2003)
The Special Needs Trust and Its Use for Estate Planners and Litigators (CEB, May 2003)
Fiduciary Accounting (Contra Costa County Bar Association, September 2003)
Associations:
SAN FRANCISCO PARALEGAL ASSOCIATION, Probate Section
NATIONAL FEDERATION OF PARALEGALS ASSOCIATIONS, INC.
PARALEGAL ALUMNI ASSOCIATION, California State University, Hayward
LIVERMORE AMADOR VALLEY LEGAL PROFESSIONALS ASSOCIATION
LEGAL SECRETARIES, INC., Probate/Estate Planning and Transactional Law Sections
LOCATED IN THE EAST SAN FRANCISCO BAY AREA, CALIFORNIA
Information
• Experienced - over twenty-one years in attorney support and law office management.
• Fully-qualified as a paralegal under California Bus. and Prof. Code Sec. 6450 et seq, so the cost for my services can be passed on to your clients in most circumstances.
• Fully-equipped office, which saves you the cost of setting up an additional work station in your office.
• Cost-effective - work done on a contract basis eliminates your need to pay for payroll taxes, overtime, benefits, and for employee down-time. My rates are low enough that you can make a substantial profit over what you pay me.
Products/Services
Contact me directly for a complete list of products, services, terms, and prices.
HOURLY PROBATE SERVICES:
• Probate of estates • Conservatorships • Guardianships
• Fiduciary accountings • Trust administration • Spousal property petitions
• Small estate administration • Real property deeds • Incorporations and LLC formations • Corporate maintenance
COMPLETE INDIVIDALIZED ESTATE PLANNING PACKAGES:
The supervising attorney maintains total control over the form and content of the estate planning documents:
• Trust • Certification/Abstract of Trust • Durable Power(s) of Attorney • Advance Health Care Directive(s) • Pour-over Will(s) • Schedule A and Assignment of Personal Property • Funding letters to financial institutions • Trust transfer deeds • Gold lettered presentation binder with tabs • Quality and content of all documents controlled by you as the attorney • Free corrections up to 90 days after shipment date
* $350 for married couple trust
* $275 for single person trust
Also available: • Life Insurance Trusts • Charitible Remainder Trusts • Charitible Lead Trusts • Grantor Retained Annuity Trusts • Special Needs Trusts • Qualified Personal Residence Trusts • 2503(c) Trusts for children and grandchildren • Trust amendments • Trust certifications • Crummey letters
HOURLY ADMINISTRATION SERVICES:
• Billing and receivables • Bookkeeping • Office and file reorganization
• Transcription/word processing and proof-reading • Courier services • Document reproduction
News
• $100 DISCOUNT ON THE FIRST ESTATE PLAN PACKAGE FOR FIRST TIME CLIENTS
• QUALITY WORK
• FAST TURN-AROUND
• CONTACT ME FOR A COMPLETE LIST OF SERVICES AND PRICES.
Related links