Services

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