Attention Attorneys, Paralegals and LDAs
Initial Documentation and Preparation:
Trust, Conservatorship, Guardianship and Probate Court Accountings
Wednesday, August 26, 2026
12:00 PM - 1:00 PM
Featured Speaker:
Tammara Brown, CA Legal Docs
AGENDA INCLUDES:
-Preparing an LDA contract based on the accounting services requested
-Appropriate contract wording and identifying the accounting timeframe
-When a Petition may be needed to file an accounting in Conservatorship, Guardianship, Probate or Trust Administration matters
-Trust accountings and the schedules required by Probate Code 16063
-Documents that should be provided based on the Inventory & Appraisal
Earn 1.0 hour MCLE credit*
Log in information will be provided upon registration
Tammara Brown, CA Legal Docs
I, Tammara Brown, am the founder of CA Legal Docs. CA Legal Docs specializes in Probate, Conservatorships, Guardianships, Estate Planning and Probate Court Accountings. I am a registered legal document assistant in Napa and Contra Costa County with offices in both Walnut Creek and Napa County. Proudly, I am a certified mediator, an Estate Planning Certified Specialist, a Notary as well as a CTEC registered tax preparer. As a volunteer instructor for Contra Costa Superior Court, I provide Probate Court Accounting Workshops for pro-pers and have done so for over 9 years. In addition to being a Legal Document Assistant, I am an independent paralegal for 10+ law firms.
With memberships in CALDA, NALA (Paralegal Association), the National Notary Association, Napa Bar Association, Professional Fiduciary Association and the American Bar Association, it has allowed me to learn, keep up to date with new laws, forms and ethics. I have served on the CALDA Board of Directors since 2024.
*MCLE certificates will be emailed to attendees whose FIRST AND LAST NAME appear on the Zoom report, verifying attendance for a minimum acceptable time. Please allow 2 business days for receipt of your certificate.
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