Annette Gomez

About Annette Gomez

After earning her Bachelor’s degree and Paralegal Certificate from California State University, Annette started Just Document Preparation in 1996. After serving as an officer on the board of the California Association of Legal Document Assistants for 3 years, she was nominated to serve as Vice President in 2008. During that time, as President of the Inland Empire Chapter, she facilitated monthly educational workshops with attorneys, judges, and other professionals for the purpose of increasing professionalism in her field. Until they disbanded, she was a member of the National Association of Legal Document Preparers. While serving as an Advisory Board Member of Maric College’s Legal Document Assistant Program in Pomona, she reviewed and gave input on their curriculum and spoke to the students about the legal document assistant profession. In 2009 she became a real estate broker forming G&G Real Estate. To adhere to a higher standard of ethics, she joined the Inland Valley Association of Realtors, the California Association of Realtors and the National Association of Realtors. She is also a notary public and member of the National Notary Association. Annette is listed in Strathmore’s Who’s Who of Business Professionals. Bonded and Registered legal document assistant: LDA#062, Riverside County, LDA#146, San Bernardino County.

Where to File a California Probate

A California Petition For Probate is filed in the Superior Court in the county where the decedent lived at the time of death. For example, if the decedent lived in Riverside County, but the real estate they owned was located in San Bernardino County, the probate case would be filed in the Riverside County. A common mistake is trying to file in the county where the property is located, rather than where the decedent lived, if it’s not the same. If they were not a California resident, but left property in California, the probate would be filed in the county […]

What’s The Difference Between A Will, A Living Will And A Living Trust?

A WILL is a legal document created by someone to express their wishes regarding the distribution of their assets after their death.  An executor is named, whose job it is to distribute the assets to the beneficiaries according to what is stated in the will. If the value of the assets is significant, a probate will be required to legally transfer the assets to the beneficiaries.  In a will, a guardian can be named for the care of the minor children, if one is needed. A will is a fairly simple document that can be revised as circumstances change.

A LIVING […]

How Does A Living Trust Work?

A living trust is a created legal entity, separate from the person who it is created for, called the trustee.  The living trust takes legal ownership of the assets that are put into the trust. The trustee controls the assets during their lifetime. Like a will, the living trust will contain instructions on how property is to be distributed after the trustee’s death.  A successor trustee is named, who will handle the distribution to the beneficiaries (the people or organizations who will receive the assets). This transfer of property will be handled outside of probate court, saving money, time and […]

Costs For Filing a Probate Case in San Bernardino County

The filing fees in California’s courts are not the same in all counties. Here is a list of San Bernardino fees in a simple probate case:

Petition filing fee: $435.00 is the filing fee for a Petition for Probate, Spousal or Domestic Property Petitions, and Petitions to Determine Succession to Real Property. Payment is made payable to the Clerk of the Court. Except for the Spousal or Domestic Property Petition and the Petition to Determine Succession to Real Property, the filing fee for the Petition for Probate will be paid twice. It is required when the case begins with the Petition […]

How to Probate in California

The legal process for a California probate starts when a Petition for Probate is filed at the court. When the Petition for Probate is filed at the Superior Court having jurisdiction, a case number is assigned and a date for a hearing is set. At the hearing, an executor or administrator is named and given authority to manage the estate until after the estate assets are distributed. Notices are given, the business of identifying and managing the property, and the payment of expenses and taxes are made until the time that an order is made to distribute the assets to […]