As your virtual attorney, we are committed to providing your office with additional legal assistance. Darci Gerdes is a licensed attorney in California and Washington DC. Services we provide include, but are not limited to:
Estate Planning
- Drafting Estate Planning Documents
- Drafting California Pleadings such as
- Petition for Successor Trustee
- Heggstad Petitions
- Petition for Request for Removal of Trustee
- Demand for Accounting
- Drafting Probate Pleadings
- Petitions
- Status Reports
- Creditor Claims
- First and Final Reports
- Deed Work
- Preliminary Change of Ownership Requests
- Affidavit of Death
- Transfer Deeds
- Trust Administration
- Letters
- Creditors
- Personal Property Sales
- Real Estate Sales
- Trustee Reports
- Accountings
- Distribution Assistance
- Funding Assistance
- Family Meetings
- Face to Face Design
Business Planning
- Creating LLC’s or Corporations
- State filings
- Operating Agreements
- Updating Corporations
- Minutes
- Amending filings
- Buy Sell Agreement
- Exit Planning
Non Legal Services
- General Office Assistance
- Letter writing
- Invoicing and Billing
- Marketing Requests
- Phone Assistance