Courses


Foundation Series

Do I Belong in Probate Court? (FREE)
[California Edition] Standing, Statute, and Legal Grounds. This free course walks you step-by-step through the three threshold issues California probate courts examine before hearing a case: legal standing, filing deadlines, and recognized legal grounds. You’ll learn how courts define these concepts, why they matter, and how to evaluate your own situation more carefully before deciding what to do next. Inside, you’ll understand whether you are the right person to bring the claim, whether you are filing within the required time limits, and whether your issue belongs in probate court at all—so you can gain clarity before taking action.

Four Modules: Right Person (Standing), Right Time (Statute), and Right Place (Probate Court)

Do I have a Strong Case? ($197)
[California Edition] Legal Grounds, Evidence, and Decision Making. This course helps you evaluate whether you truly have a strong probate case before deciding what to do next. You’ll learn how California courts examine claims like lack of capacity, undue influence, and financial elder abuse, what evidence actually matters, and how to organize your facts clearly instead of emotionally. The goal is clarity — so you can decide whether to move forward, consult an attorney, or step back with confidence.

Eight Modules: Wills vs. Trusts, Legal grounds, Evidences, and Organizing Your Case

How Do I File My Petition? ($497)
[California Edition] Writing, Formatting, and Serving My Case. This step-by-step course teaches you how to draft, format, file, and properly serve a probate petition in California court. You’ll learn the procedural structure courts expect, how to organize your allegations and exhibits, and how to avoid common filing errors. It’s designed for individuals who have decided to move forward and want a clear, structured roadmap—without legal promises or guarantees.

Eight Modules: Structure, Content, Filing, and Serving Your Petition


Probate Discovery Series

How Do I Request a Financial Accounting? ($97)
[California Edition] The Beneficiary Accounting Toolkit. Left in the dark about a parent’s estate? If you suspect mishandling or are tired of being ignored, it’s time to stop guessing. This $97 course teaches you how to build a “Paper Trail” that holds fiduciaries accountable. Get the exact templates for formal demands, reminders, and the “Petition to Compel” roadmap used to force an accounting. Move from suspicion to evidence and protect your inheritance today.

Four Modules: Demand Letter, Follow-Up, Petition to Compel, and Understanding an Account

This website and its materials are for educational purposes only and do not constitute legal advice. No attorney-client relationship is created. Laws may change and vary by jurisdiction.