WHEN LIFE CHANGES

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).

Customer Contact

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.

CONFERENCE

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.

Customer Contact

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.