Documents Everyone Should Have in their Fire Proof Safe

What causes the biggest headache when it’s time to settle an estate and distribute assets? The answer is when important documents can’t be found. Trying to locate important papers, organize them, and sometimes complete them creates an extreme burden, the process to slow down and a unnecessary frustration. A difficult time is made much worse by the lack of pre-planning. It’s great when steps were taken to keep the matter outside of a courtroom, but it’s even better when everything is in one place to be handled efficiently. A bank safe deposit box or a fire proof safe are excellent […]

By |Deeds, Estate Planning, Living Trusts, Wills|
Read More

Living Trust Checklist – 6 Easy Things You Need To Know To Get It Done Now

Most people who don’t already have a living trust, know the importance of having one and do plan to have one prepared. Still, having the living trust prepared often ends up at the bottom of the “to do” list. Busyness is a big reason. Many people think that there is too much to think about and too many documents to go through to get the information needed to put their living trust together.
Just Document Preparation clients are usually surprised at the ease of having their living trust prepared and are always relieved when it has been finalized. It’s usually one […]

By |Estate Planning, Living Trusts|
Read More

Mom Died. Now What? – Just Doc Prep’s Probate Service 2013 Year End Review

The year 2013 gave us more opportunity than ever before to help consumers and attorneys get through their probate cases as smoothly and quickly as possible. In almost every case, the presiding judge in various courts, complimented our clients on the quality of our paperwork.

After interviewing other legal document assistants and attorneys, J.T. of Orange County hired us to help him prepare the paperwork on a simple probate. He was amazed at how quickly he was able to get into court and how smoothly his case went. On the morning of his hearing, he was the 22nd case to come […]

By |Death & Property, Estate Planning, Probate, Wills|
Read More

The Tale Of The Unnamed Spouse

Many people understand the importance of reviewing their living trust, wills and other estate planning documents after a divorce. But how many people don’t think about it before they get married? Just because a spouse isn’t named as a beneficiary, doesn’t mean they’re not entitled to part of the estate. I recently came into contact with someone who needed help with their sister’s probate. The deceased sister prepared a will, then later got married and did nothing to update her will or estate plan. When she died, not too long after her marriage, her siblings who were her beneficiaries in […]

By |Death & Property, Estate Planning, Probate, Wills|
Read More

It’s Just A Piece of Paper, or is it more?

Have you ever heard someone (maybe even you) say, “It doesn’t matter, it’s just a piece of paper”. We have helped to clean up some nasty messes that could have been avoided with “just that piece of paper”.
Recently an elderly Los Angeles woman was stunned to find out that the house she had been living in for 27 years didn’t really belong to her. She found out just before the auction. She told an L.A. Times reporter that she lived with the man she specifically referred to as her “husband” who owned the house before he died. But they were […]

By |Death & Property, Deeds, Estate Planning, Probate|
Read More