Books/Guides

Books

Estate Planning for Catholics

A book exploring the moral and ethical issues presented in estate planning in light of the social teaching of the Catholic Church.
$ TDB

  • Comprehensive Outline of Types of Estate Plans
  • Real Life Examples from Cases and Clients
  • Analysis of Church Teaching Regarding End of Life Issues, Inheritance, and Property Rights
  • Simple Forms to Follow
  • Estate Planning Checklists
  • Complete Estate Plan Examples

I’m Interested
Click above to join the “interested persons” list and receive updates regarding the book’s progress and exclusive offers
Coming Soon

Estate Planning for Catholics

A book exploring the moral and ethical issues presented in estate planning in light of the social teaching of the Catholic Church.
$ TDB

  • Comprehensive Outline of Types of Estate Plans
  • Real Life Examples from Cases and Clients
  • Analysis of Church Teaching Regarding End of Life Issues, Inheritance, and Property Rights
  • Simple Forms to Follow
  • Estate Planning Checklists
  • Complete Estate Plan Examples

I’m Interested
Click above to join the “interested persons” list and receive updates regarding the book’s progress and exclusive offers
Coming Soon

Self Help Guides

Probate a Will: Step by Step

A guide for persons who want to probate a Will
$ TDB

  • Step by Step Guide
  • How to Fix Common Mistakes and
  • Demystifying the Probate Forms
  • Sample Probate Forms
  • Probate Checklists
  • Numerous Charts and Examples

I’m Interested
Click above to join the “interested persons” list and receive updates regarding the book’s progress and exclusive offers
Coming Soon

Trust Administration

What to do with a trust after someone dies
$ TDB

  • Step by Step Guide
  • Complete Forms and Instructions
  • How to Fund a Trust After Death
  • Common Challenges to a Trust
  • Complete Checklists of Deadlines
  • Chart of Trustee Duties

I’m Interested
Click above to join the “interested persons” list and receive updates regarding the book’s progress and exclusive offers
Coming Soon

Intestate Succession

Navigating probate when someone dies without a will
$ TDB

  • Step by Step Guide
  • How to Fix Common Mistakes
  • Demystifying the Probate Forms
  • Sample Probate Forms
  • Probate Check Lists
  • Numerous Charts and Examples

I’m Interested
Click above to join the “interested persons” list and receive updates regarding the book’s progress and exclusive offers
Coming Soon

Disclaimer:

None of the books or guides described on this page are intended to be legal advice. There is no substitute for good, solid legal advice. These guides  provide general advice and a general framework which may or may not be helpful to you. Every case is different. Moreover, these guides are only intended to be used in California. They only refer to the California probate process and trust administration process. If you are not from California, you should not rely on these guides. Contact an attorney in your own state. If you are from California, you should not solely rely on these guides alone. My best advice is to always seek out a competent attorney to help you. If you cannot afford an attorney, these guides may help you, but they cannot present all solutions to your unique case and facts and cannot substitute for legal advice.