Tradewinds Estate Services assists individuals, families, fiduciaries, and business owners with estate planning, probate administration, trust administration, estate administration, conservatorships, business entities, and business documentation throughout California.
Preparation and updating of estate planning documents based on each client's individual instructions and circumstances.
Assistance with documents and filings throughout the probate administration process, from the initial petition through final distribution and discharge.
Assistance with documents commonly required when administering a trust following the death or incapacity of a trustor or trustee.
Assistance with estate-transfer procedures and court filings that may be available outside a full probate administration.
For deaths on or after April 1, 2025, California law provides a separate court procedure that may allow a successor to obtain an order determining succession to a decedent's primary residence in California when the gross value of that residence does not exceed $750,000. At least 40 days must have elapsed after death, and the procedure is subject to the requirements of California Probate Code sections 13150–13157.
Assistance with the preparation and filing of documents in California conservatorship matters.
Tradewinds assists with both general and limited conservatorship matters, including initial and successor proceedings.
Assistance with corporation and LLC formation, organizational documents, business records, ongoing filings, governance documents, and business contracts.
Preparation of business agreements and contracts based on the terms and instructions provided by the parties.
Contact Tradewinds Estate Services to discuss the estate planning, probate, trust administration, estate administration, conservatorship, or business assistance you are looking for.
Contact Tradewinds