In this stage you need to allow yourself to imagine your life as the change unfolds. Let yourself daydream. Look at magazines and cut out pictures. You may want a new hairdo or wardrobe. You may want to redecorate. Go for it (from the O, Oprah Magazine, Jan 2004)!
How do you deal with major life change? You may feel like a caterpillar stuck in its cocoon. The first step is to live one day at a time. Find a good book, drink some good tea, attend an exercise class. Talk to someone, perhaps a good friend who has gone through a similar experience. And give yourself time to grieve. This process takes time, and it’s good to understand that you are not going to feel better overnight (from the O, Oprah Magazine, Jan 2004).
This is time to review you Living Trust and Will. Consider if your domicile information is correct. Has there been a change in the nature or value of your assets? Does your estate plan provide for shipping expenses? Does it name someone to handle funeral arrangements, and for the disposition of remains? (from CEB blog)
A client who needed help with probate brought her mother’s will. There was a problem that the will was not self-proving. This means that the witnesses did not sign under penalty of perjury. I am experienced in matters of probate and was able to help the client resolve the issue. She was very happy with the help she received.
A customer recently asked if she would save money on her divorce if she and her spouse came into the office together. I am very knowledgeable of these things, and I explained how she may do that.
The California Association of Legal Document Assistants will be holding its thirtieth anniversary conference this month in Fresno. This is an opportunity for paralegals and LDAs to earn MCLEs by furthering their education. CALDA promotes excellence and integrity.
“Have the courage to follow your heart and intuition. They somehow already know what you truly want to become.” Steve Jobs
“A mother’s love for her child is like nothing else in the world. It knows no law, no pity, it dares all things and crushes down remorselessly all that stands in its path.” » Agatha Christie
A customer needed a living trust done, and he had a deadline. I met with him, and he said that he needed the complete Trust Package: Living Trust, Certificate of Trust, Declaration of Trust, Pour-Over Will, Advance Health Care Directive, Durable Power of Attorney, HIPAA Waiver, Schedule of Assets, Assignment of Personal Property, Personal Property Distribution, Summary of Estate Planning Provisions, Summary of Fiduciaries, Final Instructions, Letters to Financial institutions, his client information sheet, and also a Trust Transfer Deed. I prepared the complete Trust Package for him in less than twenty-four hours. He received it the day after our meeting. He was happy that he received it before his deadline.
Oftentimes, people do not serve the respondent properly. This error can lead to delays, or even worse, dismissal of your case. Contact us for help during this procedure.