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You Don’t Have to Navigate Every Moving Piece Yourself.

 

Probate and trust property situations can involve forms, agencies, attorneys, fiduciaries, accountants, contractors, and other professionals. MyProbatePal helps clients identify when outside resources may be useful while staying focused on the property and real-estate side of the situation.
 

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Helpful Resources

Depending on the situation, clients may need help from attorneys, fiduciaries, accountants, financial professionals, or other specialists. The resources below are provided for convenience and general information. Clients are free to choose the professionals they work with, and MyProbatePal does not provide legal, tax, financial, or fiduciary advice.

Professional Resources

Probate & Estate Planning Attorneys

Landlord/Tenant & Eviction Attorneys

  • Tax Return Preparation, Small Business Accounting, Tax Issues & Resolution.​

Tax & Financial Professionals

Certified Public Accountant (CPA)

  • Certified Public Accountant, Scott Montgomery: Tax Return Preparation, Small Business Accounting, Tax Issues & Resolution.

California Professional Fiduciary

  • Professional Fiduciary, Ryan Anderson, Walcott & Hartin LLC: Trust Administration, Estate & Probate Management, Conservatorship, Durable Power of Attorney.

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