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JUDY LYNN SHIELDS

PARALEGAL SERVICES

PROBATE IN SANTA MONICA

Judy Lynn Shields is experienced with providing the below described probate documents and services.

Initiating the probate case, and following it to completion with the Court.

Preparation of the following court form documents:

Petition for Letters Testamentary or Letters of Administration.
Estate Inventory and Appraisal.
Preliminary Change of Ownership Report (filed with the County Assessor's Office).
Change of Ownership Death of Real Property Owner (filed with the County Assessor's Office).
Claim for Reassessment Exclusion for Transfer between Parent and Child (filed with the County Assessor's Office).
Claim for Reassessment Exclusion for Transfer from Grandparent to Grandchild (filed with the County Assessor's Office).
Orders for Letters Testamentary or Letters of Administration.
Petition for Final Distribution and Final Accounting.

Probate litigation documents, including but not limited to:

Petition to Remove Executor or Estate Administrator (or Objection to). Petition for Instruction on Estate Management Issues.
Petition for an Order Confirming Trust Ownership of Designated Real and Personal Property Assets.
Petition for Court Approval to Sell Real Property.

Probate services provided to the client:

Filing original will and codicils with the court.
Assistance with obtaining the assignment of a probate referee to the case.
Obtaining publication of Notice of Petition for Letters Testamentary or Letters of Administration and filing proof of publication with the court.
Research with locating heirs.
Mailing Notice of Hearing on Petition for Letters Testamentary, or Letters of Administration to heirs and other fiduciaries requiring special notice of court proceedings.
Obtaining Taxpayer Identification Number for the Estate from the Internal Revenue Service.
Filing Duties and Liabilities of Estate Representative form with the court.
Obtaining copies of bank statements, investment reports and credit card statements of the deceased for assistance with determining the amount of estate assets and liabilities to be included with the Inventory and Appraisal form and with the Final Accounting.
Informing government agencies of pending probate petition.