Trusted Resources & Helpful Referrals

Helpful Tools. Trusted Resources. All in One Place.

At Probate & More, we understand that navigating California’s probate process and related legal matters can feel overwhelming. While we provide affordable, non-attorney document assistance to help you represent yourself effectively, we know there are times when additional self-help legal resources may be helpful. That’s why we’ve compiled this page of useful referrals and self-help legal resources that you might find valuable.

Important Note: These links are provided for your convenience only. They are to be utilized at the discretion of the consumer. Probate & More has no relationship, financial or otherwise, with any of these resources. We receive no commissions, referral fees, or other benefits from them. Please exercise due diligence and make your own informed decisions before using these services.

California Courts and Self-Help Legal Resources

✅ California Courts Self-Help Center
Visit California Courts Self-Help
Access official probate forms, court guides, and free resources to help you navigate probate, guardianship, and conservatorship cases.

✅ Local Superior Court Probate Divisions
List of California Superior Courts
Locate your local probate court, file documents, and access court contact information.

Professional Fiduciary and Estate Services

✅ Professional Fiduciary Association of California (PFAC)
Visit PFAC
Find a licensed, bonded fiduciary to assist with estate management, conservatorships, or trust administration.

✅ HM Vreeland Surety Bonding
Visit HMVreeland
Paul D. Fazzio works with our self-represented probate personal representatives or conservators who require bonding. Ph: (415) 566-3401.

✅ Bond Services
Visit Bond Services of California
Contact Sylvia Caneda at (818) 489-9066 if you require a self-represented conservatorship or probate bond.

Attorneys Offering Limited Scope Services

✅ Sanborn and Sine
Sanborn and Sine Law
Attorney David Sine offers limited scope assistance for the self-represented individual in probate matters. Will coordinate efforts with Probate & More to minimize attorneys’ fees in unique circumstances where legal advice or assistance is required.

Elder Law and Financial Resources

✅ California Department of Aging
Visit California Department of Aging
Learn about senior services, caregiver support, and local programs to help manage aging-related issues.

Conservatorship for the Mentally Incapacitated

✅ California Office of the Public Guardian
Visit the Office of the Public Guardian 
Only the Public Guardian can petition the court for the initial appointment as conservator. Any interested party can make a probate referral to the Public Guardian.

✅ County Mental Health Offices
Visit County Mental Health Office 
County Mental Health can help you with an involuntary evaluation if a mentally ill person refuses to go to a psychiatrist.. Call the County Mental Health’s Access Program, and ask for Information & Referral.

Support for Executors and Administrators

✅ National Association of Estate Planners & Councils (NAEPC)
Visit NAEPC
Connect with estate planning professionals and learn about executor responsibilities.

✅ Commercial Process Serving Inc.
Visit Commercial Process Serving
Offers legal support services nationwide, including professional Court services, service of process, and records retrieval for law firms, insurance, small businesses, and self-represented individuals.

Final Thoughts

We hope these resources assist you in managing your probate matter confidently and efficiently. Remember, our team at Probate & More is here to provide affordable, non-attorney document assistance tailored to your needs. If you have any questions or need support preparing your documents, please contact us directly using one of the convenient links below.