Probate Estate Administration from inception to completion as Personal Representative of our client’s estates.

Now that Eleanor is at peace with her loved ones, we wish to again express our deep appreciation to you for overseeing her well-being and giving such excellent care and love to her. Bless you.

Probate Estate Administration

Specialized Services for Law Firms has over 25 years of experience in probate estate administration. We provide fiduciary services to law firms and their clients as Personal Representative of decedent’s estates. Our principal, Shelley Ocaña, is an experienced probate paralegal, and we have extensive knowledge of probate procedures, preparation of statutory forms and pleadings, handling full probates as well as non-probate transfers of assets from inception to completion.

Duties of a Personal Representative

  • Locate, study and file original will with Court
  • Inventory and safeguard assets
  • Collect income, verify and pay obligations
  • Manage investments
  • Review stock holdings/confer with brokers
  • Assist with gathering information for tax return preparation
  • Consult with accountants and attorneys
  • Secure personal property
  • Prepare real property taxes and assessor's transfer exclution forms
  • Manage decedent's business (if applicable)
  • Notify beneficiaries and creditors
  • Prepare and file accounting
  • Produce financial reports
  • Distribute estate, or if no will, determine heirs according to law

PO Box 14100 Santa Rosa, California 95402-6100

Telephone: (707) 528-1364 | FAX: (707) 575-1166 | Email: