Professional Legal Document Assistant & Virtual Paralegal Service

The Forever Legacy Group is a convenient, and affordable online Estate Planning solution for individuals and their families.  We work daily with on-the-go professionals, families and everyday people just like you.  We are focused on providing assistance to you so that you can create an estate plan that will provide you with peace of mind.  We have over 30 years of experience.  Our services are not meant to replace an attorney, we offer an affordable alternative to ensure that your legal documents are accurately and correctly prepared at your direction.  Legal Document Assistants cannot give legal advice.

Services

Revocable Living Trust Package

There are a number of tax and financial benefits to establishing a trust. A living trust allows you to place some or all of your assets into a trust. When you pass away, those assets automatically pass to your named beneficiaries. We will work at your direction to draft a living trust package that meets both your needs and the needs of your loved ones. This package will include Living Trust, Pour Over Will, Certificate of Trust, Powers of Attorney for Finances and Healthcare, HIPPA, Burial Instructions, Trust Transfer Deed, Recording and personalized Estate Planning Binder.

Will Package

Clients who choose to establish their wishes for themselves at the end of their lives, their estate, and their surviving loved ones may use this service to draft a will and other estate planning documents. This type of estate document will go through probate. This package will include a Will, Powers of Attorney for Finances and Healthcare, HIPPA, Burial Instructions and personalized Estate Planning Binder.

Restatement of Living Trust

Clients who wish to make a minor change to their living trust or who wish to rewrite the entire trust for clarity may use this service to complete documentation of the change to their trust. This includes Living Trust, Pour Over Will, Certificate of Trust, Powers of Attorney for Finances and Healthcare, HIPPA, Burial Instructions, Deed Recordings and personal Estate Planning Binder.

Other Documents

Clients may use this service to prepare standalone Will which would establish your wishes for your estate and surviving loved one. This document declares what is to be done with your assets, property and minor children upon your death. Power of Attorney allows a trusted individual to act on the client's behalf in matters dictated by the power of attorney should you be unable to act for yourself, this may include financial and property matters. Healthcare Directives will allow a trusted individual to make healthcare decisions on your behalf should you be unable to make decisions yourself.

Offices
Professionalism
10 %
Trusted Clients
1 +
Successful Case Assistance
10 %

Team

It is one thing to get generalized legal help from a Google search, but we can help you in those times that you have hit a bump in the road.  We have extensive experience in the legal field assisting clients with their estate planning, probate and some family law issues.  Our team consist of Legal Document Assistants, Paralegals, Notary, Real Estate agents and Credit Repair Consultants.  Meet our team! 

MMD Photo

Michelle M. DeJohnette

Virtual Paralegal/Legal Document Assistant

Michelle has over 30 years of legal experience.  After working for various local and nationwide law firms.  In 2013 she launched her Legal Document Assistant business.  She saw a need to help out those who needed assistance but could not afford an attorney.  Michelle is a bonded and registered legal document assistant.  She is registered and bonded.

Legal Document Assistant

An LDA is an experienced professional who is authorized to prepare legal documents for a client, but only at the direction of the client.  LDA is there to assist the “self-help” client handle their own legal matters without the cost of an attorney.  Since even the best legal, self-help books can be confusing and overwhelming, we can provide invaluable assistance with routine legal tasks, such as typing and filing the paperwork.  LDA’s are not attorneys and cannot give legal advice.  If you need an attorney, we will provide a referral.

Life Line Probate

A division of The Forever Legacy Group LLC

Probate

Probate is a legal proceeding that is used to wind up a person's legal and financial affairs after death. California does not require you to hire an attorney to settle the estate.

Conservatorship

When a loved one is suffering from dementia or mental illness and cannot make important life decision, the Judge can appoint you to assist with making a better life for your loved one.

Guardianship

If both a child's parents are deceased or neither of the parents has the capability to care for the child, it is possible for relatives or close friends to intervene to help raise the child.

Life Line Probate

What Our Clients Say

We really strive to meet and exceed our client’s expectations.  Sometimes things happen but we will work hard to get back on track!

I came to Michelle for her notary services. I did my father's living trust and when she looked at the documents and asked me a few questions, I realized that I did not have all of the documents needed for him to be fully protected. She quickly prepared a living trust for him that would protect his assets. I have referred her to everyone that I know and some people I didn't know.
Mary B.
Thank you Michelle. You were very patient with us in getting the documents together in time for us to go on our vacation. My husband and I had been thinking about getting our living trust done but because of Covid we wanted to make sure that our kids would be protected if something happened to us. Thank you thank you thank you.
Adrian W.
Wow from start to finish Michelle and her staff were very professional, returned phone calls, and answered all of our questions. She met and exceeded our expectations. We had fun at our final signing and her witness was a hoot.
Thomas J.