Specialized Probate & Estate Planning Support for Attorneys
Experienced contract paralegal services tailored to your firm's needs—whether you require ongoing support as an extension of your team or assistance with a specific project.
How I Support Your Practice
Whether you need ongoing paralegal support integrated into your practice or assistance with a specific matter, services are tailored to meet the unique needs of probate, trust administration, and estate planning attorneys.
Trust & Probate Accountings
Preparation of simple and complex trust and probate accountings, including matters requiring detailed financial analysis, reconstruction, and reporting.
Trust & Probate Petitions
Experienced drafting support for trust and probate petitions, objections, reports, and related filings.
Trust Administration
Comprehensive support for trust administration, including notices, reporting, asset transfers, and beneficiary distributions.
Probate Administration
Petitions, notices, inventories, creditor matters, and estate administration support from initiation through distribution.
Estate Planning
Trust drafting, amendments, restatements, revocations, funding coordination, and estate plan implementation.
PARALEGAL TRAINING & MENTORSHIP
Need help onboarding a new paralegal or providing additional training to an existing team member?
Brandi offers individualized training and mentorship focused on probate, trust administration, estate planning, trust and probate accountings, document preparation, and case management.
Why Attorneys Work With Brandi
Specialized Experience – Focused on probate, trust administration, estate planning, and complex trust and probate accountings.
Flexible Engagements – Available as an extension of your team for ongoing support or on a project-by-project basis.
Immediate Capacity – Expand your firm's capabilities without recruiting, onboarding, or adding payroll.
Seamless Integration – Adaptable to your firm's workflows, systems, and processes.
Statewide Remote Support – Serving attorneys throughout California with efficient virtual collaboration.
Cost-Effective Solution – Access experienced support exactly when you need it.
An Extension of Your Team
Dedicated Contract Support – Ongoing assistance that integrates directly into your firm's day-to-day operations.
Specialized Project Assistance – Experienced support for complex trust and probate matters, including accountings and petitions.
Flexible Terms – Scale support up or down based on your firm's needs.
Let's Discuss Your Practice Needs
Whether you need ongoing support integrated into your workflow or assistance with a specific matter, Brandi provides experienced contract paralegal services tailored to your practice.