California Paralegal Services

Trusts Paralegal Services
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A trust is a legal entity created to protect assets, with separate and distinct rights, similar to a person or corporation. The components of a trust are a party known as a trustor, who gives another party, the trustee, the right to hold title to and manage property or assets for the benefit of a third party, the beneficiary.
 
They are established to give legal protection for the assets of the trustor and ensure their wishes are distributed accordingly.

Types of Trusts

Living Trust or Testamentary Trust

The living trust is a written document in which an individual’s assets are provided as well-mannered for their lifetime. Instructions (tasks) are created stating use and benefit. The trustee handles all of these tasks and transfers everything to beneficiaries at the time of death.

Revocable Trust or Irrevocable Trust

A revocable trust can be terminated or changed by the trustor during the person’s lifetime. An irrevocable trust, can not be changed once established. A testamentary trust is generally irrevocable when established, however, it can be revocable if the grantor is still alive. What allows estate taxes to be minimized (or avoided altogether) is assets have been permanently moved out of the trustor’s possession.

Funded Trust or Unfunded Trust

As it implies a “funded trust” has assets put into it by the trustor during their lifetime. The unfunded trust consists only of a trust agreement without funding. An unfunded trust exposes assets to the perils a trust is meant to avoid.

Common Purposes for Trusts our paralegal team services

Care

Trusts have a variety of uses and can be established for many different purposes. They’re not just used by the rich, though they may seem geared towards high-net-worth individuals because it is expensive to establish them in some cases – this includes trusts which ensure dependent children or adults with physical disabilities receive necessary medical care when needed so that no one goes without! Trusts also provide flexibility where family members who might want differing levels of independence from each other will still share ownership over any assets together as well as give rise to stability should anything happen between partners due to their shared goals being fulfilled through these legally binding agreements instead of individual wants.

Privacy

Some trusts are created simply for privacy. Terms of a will can be public in some jurisdictions. Generally speaking, a will’s conditions are applied through a trust. Trusts can make intentions not publicly posted or known.

Estate Planning

The benefits of using trusts for estate planning can be difficult to put into words. Historically, a deceased person’s assets are passed to the spouse and then divided equally among children. For minor-aged children a trustee may manage assets until adulthood–their limited power allows them only so much control over what goes on behalf of anyone who might succeed them.

Trusts may also be used for tax planning, typically the tax advantages outweigh other alternatives.

Basis

Assets in a revocable trust benefit from being taxed at the heir’s lower rate, which can result in substantial savings for future generations that inherit these assets. However, if you place them in an irrevocable trust they will be subject to carryover basis or their original cost price!

So, How Can Our Paralegal Services Help You Today?

You may be nervous about calling a paralegal or an attorney. Some people are fearful of the high costs of an attorney, others are fearful of the amount of work they will need to do. While your experience is unique to you we have seen and heard almost everything in our 20 years of experience. There is no cost associated with a consultation and we will assure you, “everything will be okay”. Our paralegal services are tailored to your wants or needs and will save you time and money.

  1. Our costs are upfront, not per hour. You won’t get deep into your situation and continue to shell out money every time we meet.
  2. We are all individuals, everyone’s case is unique, and we will treat you and your situation as such.
  3. Our team is trusted by thousands of clients and our solid reputation has been earned through great service.
  4. We can come to you, or you can come to us. We have multiple locations throughout California.
  5. Put the power of our experienced paralegal team on your side, today.
  6. Don’t risk learning the law by making mistakes. It can be even more costly than paying an attorney.
  7. We offer a no-obligation consultation.

CA Paralegal Services

***** Over 150 Five Star Client Reviews *****

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Why CA Paralegal Services Is right For You?

CA Paralegal Services Janet O'Neal Orange County Fresno

CA Paralegal Services was founded on the belief that the needs of our customers are of the utmost importance. We seek first to understand you, our client, and provide excellent service. We have locations in Orange County, Central California (Fresno region), with services available throughout the state. Our mission is to be the premier paralegal firm in California for our client’s property, business law and family law needs.

If you have any questions or would like to arrange your strategy call, please feel free to contact us by phone or email. To speak to one of our paralegals today, contact us at (833) 500-2009.

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The Irvine Paralegal team was very informative and attentive, they were very patient and knowledgeable. I appreciate the time & energy they spent working with me! I am so pleased with the final product, words can not express my gratitude! Thanks everyone you're the best!!!

Betty V.

Irvine, CA

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The paralegal team was fast, helpful and got the job done! I have and will continue to use them moving forward. They completed exactly what I requested on time and at the price they quoted me! They’ve earned my business! Janet made my process simple, easy, and perfect! I will use them moving forward.

Linda W.

Fullerton, CA

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Janet and her team were exceptional! Through their comprehensive explanation of the process and what to expect, to the diligent communication, and their desire to help through what should have been a difficult divorce process, I couldn’t have asked for a better team in my corner! Five stars and I would recommend to anyone!

JB F.

Fresno, CA

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Could not be happier with the paralegal services I was given. The team is wonderful at setting up wills, trusts, and estates for my family. Great service and value in legal help.

Linda S.

Huntington Beach, CA

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Could not be happier with the paralegal services I was given. The team is wonderful at setting up wills, trusts, and estates for my family. Great service and value in legal help.

Lisa S.

Clovis, CA

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Our Paralegal Team Will Save You Time and Money!

Common Questions About Using A Paralegal

Paralegals draft and prepare legal documents. These include case files, pleadings, and other documents that are necessary in legal cases.

  • Research
  • Case Preparation
  • Document
  • Management
  • Courtroom and Legal Proceedings Assistance
  • Communication and Coordination

The duties of a paralegal encompass a variety of tasks that are focused on providing the right information in legal proceedings, actions, hearings, and trials so you are prepared.

Less Money: Paralegals cost much less than lawyers. Paralegals will quote a price before starting work. Attorneys more money by billing each minute they work with you. Why spend more money than you have to?

Faster Results: Paralegals will complete the required documents and submit them, whereas attorneys can take much longer for the same process because they have an incentive to stretch it out.
  1. Look for an established paralegal business.
  2. Ask about the paralegal’s experience: length and breadth of experience.
  3. Look for professional certifications & recognition.
  4. Read reviews of satisfied customers.
  5. Most importantly: Call and ask questions. A good paralegal will answer your questions with ease & confidence. We are happy to answer all your questions. Call us: 833-500-2009.

We perform paralegal services for clients throughout California. We have active offices in Fresno and Irvine with satellite offices in Clovis, Fullerton, Huntington Beach, and Newport Beach (Corona Del Mar).

Most of the work we perform can be done via phone and email. If needed for document signing that needs to be done in person we can come to you or you can come to our office (your choice).

"Not to spoil the ending...
but everything is going to be ok."


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PARALEGAL OFFICES LOCATED IN FRESNO AND ORANGE COUNTY

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Our Locations

CA Paralegal Services Fresno Orange County Fullerton Irvine Huntington Beach Clovis

CA Paralegal Services

“Paralegal Services Near Me”

Locations

Orange County Paralegal Office
2070 Business Center Dr
Suite 140
Irvine, CA 92612

Fresno Paralegal Office
7171 N. Millbrook Avenue
Suite 101
Fresno, CA 93720

Locations By Appointment

Huntington Beach Paralegal Services
17011 Beach Blvd.
Suite 900
Huntington Beach, CA 92647
(949) 432-4700

Fullerton Paralegal Services
112 E Amerige Ave
Suite 108
Fullerton, CA 92832
(949) 432-4700

Newport Beach Paralegal Services
2333 East Coast Hwy
Suite C
Corona Del Mar, CA 92625
(949) 432-4700

Clovis Paralegal Services
55 Shaw Ave #115
Clovis, CA 93612
(559) 323-9400

Madera Paralegal Services
110 N “D” Street
Madera, CA 93638
(559) 323-9400

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AWARDS AND MEMBERSHIPS

Paralegal Services Include:

  • Family Law
    • Divorce
    • Mediation
    • Adoption
    • Restraining Orders
  • Estate Planning
    • Trusts
    • Wills
    • Probate
    • Deeds
  • Business Law
    • Incorporation
    • Mediation
    • Business filings

Do’s and Don’ts of your legal situation

Do:

Be Calm, Relax, and Seek To Understand.
Call or Live Chat With Us Right Away. We are here for you.

Do Not:

Try to learn the legal system through trial and error
Hire an expensive attorney without consulting our paralegal services
Worry about the worst that can happen, be positive