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TEL: 310.944.5084

SERVICES

What I can help with:

•    Document Organization & Preparation Support

I assist heirs and families by helping them gather and organize documentation they may need to work with an attorney or file probate as a pro se petitioner (on their own, without legal representation).

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•   Helping Families Navigate Estate Matters

I assist individuals and families with the administrative and clerical aspects of estate matters, including staying organized and understanding the general probate process (pro se), locating heirs, and managing paperwork under a valid power of attorney.

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    •    Filing Coordination (Pro Se Support Only)

If you’re filing probate on your own, I can help ensure your forms are filled out completely and help you navigate county portals and procedures. I cannot provide legal interpretations on your behalf.

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    •    Heir Location & Coordination

I help locate potential heirs, coordinate communication, and assist with collecting required signatures or waivers when requested by the petitioner.

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    •    Claim Organization for Unclaimed Funds

I assist with researching unclaimed property and preparing the documentation you may need to submit a claim.

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    •    Communication Support

I assist with drafting non-legal communication to agencies, heirs, or institutions as requested by the estate representative.

Who I Work With:

  •    Individuals filing probate without an attorney (pro se)

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  •    Estate representatives or personal representatives who need help organizing the paperwork

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  •    Families trying to recover unclaimed funds from tax deed surplus and track down missing heirs

Disclaimer:

I am a licensed business operating in the city of Torrance. Documentation is available upon request. I am not an attorney and do not provide legal advice, but I do hire attorneys as required by law on a case by case basis. All my services are administrative, clerical and non-legal in nature. If you are in need of legal assistance, please consult a licensed attorney. Thank you for your interest.

CONTACT

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© James McCaulla, 2025

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