This flat-fee service is designed for California contractors who perform residential improvement work and want a contract system that actually complies with California law and protects their ability to get paid.

California’s Home Improvement Contract Act is broad and unforgiving. It applies to most residential improvement projects, including remodeling, repairs, additions, and many projects involving ADUs and landscaping or hardscape work. If your contract does not comply, the homeowner may gain powerful leverage to challenge the agreement, avoid payment, or limit what you can recover, even if you performed the work.

We hear it all the time: “I’ve been doing my contracts like this for 20 years.” That may be true, and many contractors go years without a major problem. In our experience, it only takes one dispute, one unhappy owner, or one collections issue for the risk to become very real. A non-compliant contract can turn a straightforward payment issue into a much bigger and more expensive problem.

This package provides a complete, attorney-crafted, California-compliant home improvement contract system designed to be used from contract signing through changes in scope and final payment. The goal is simple: reduce legal risk, preserve your leverage, and make it harder for a customer to use technical compliance issues as a weapon against you.

This flat-fee service is designed for buyers and sellers involved in California real estate disputes governed by California Association of Realtors forms who want a focused, attorney-led mediation process from start to finish.

This package covers the full mediation arc for a single session. It includes case intake and review, a one-hour strategy session to develop the client’s case, in-depth legal review and analysis, preparation and service of a demand for mediation, mediator negotiation and selection, mediation coordination and scheduling, preparation of a comprehensive, advocated mediation brief, attendance at the mediation session, and negotiation and preparation or review and revision of a settlement agreement during or immediately following the session if appropriate.

The goal of this package is to present your case in the strongest possible light, manage the mediation process professionally, and pursue resolution efficiently without drifting into open-ended litigation or fee uncertainty.

This flat-fee service is designed for California property owners who want a professionally assembled residential lease package using standard industry forms.

We prepare a complete residential lease package using widely accepted California forms, configured based on the business terms you provide, such as rent, term, deposit, utilities, and basic rules. This service focuses on proper form selection, completion, and assembly into a clean, ready-to-use lease packet.

This package is ideal for landlords who want a correctly prepared lease set without custom drafting or ongoing legal representation.

This flat-fee service is designed for buyers, sellers, and investors who want a fast, organized snapshot of a California property before spending more time or money on a transaction.

We gather commonly requested property records and reports and compile them into a single, organized PDF packet. The packet includes a consolidated set of available records and a written summary highlighting notable findings, general market context, and potential follow-up items.

The goal of this package is to save time, surface obvious issues early, and provide a clear, easy-to-review starting point for further decision-making. This service is not a substitute for inspections, appraisals, or technical studies, and it is not a full legal due diligence review.

Depending on availability and property type, the packet may include permit history, parcel and assessor information, flood map context, MLS listing history where available, a property-specific comparative market analysis, and general advisories and market condition commentary, all delivered in one combined report.

This flat-fee service is designed for parties who want to structure and document a lease-to-own or lease option transaction for California real estate and want the key legal and risk components handled in a coordinated way.

Lease-to-own and lease option transactions combine leasing and purchase concepts, and they are often misunderstood or poorly documented. If the structure is unclear, disputes commonly arise over option payments, credits, timing, responsibility for repairs, disclosures, and what happens if the option is or is not exercised. This package provides a professionally structured agreement set, a seller disclosure packet, and a property due diligence and risk snapshot so the transaction is documented and approached with eyes open.

We prepare the core agreement set based on the agreed business terms, provide the seller disclosure forms and advisories, produce a permit history report, and prepare a due diligence and risk snapshot. The package includes a consultation to review the structure, explain the key provisions, and answer questions before the documents are finalized.

This flat-fee service is designed for individuals, families, or small ownership groups who want to hold California real estate in a limited liability company and want the entity structured and set up correctly from the start for straightforward ownership and operation.

Using an LLC without a properly tailored operating agreement often creates more problems than it solves. This package provides the formation of a California LLC and a professionally prepared operating agreement designed specifically for real estate ownership, addressing ownership structure, management, decision-making, transfers, and exit rights for a typical real estate holding company, such as one used to own a rental property or a small commercial property.

This package is intended for standard ownership structures. It is not designed for multi-investor offerings, complex capitalization tables, specialty purpose entities, or transactions involving subscription agreements, private offerings, or securities-style structures. If your project involves those types of complexities, we are happy to discuss a custom engagement and pricing.

The package also includes the entity registration, a minute book, and preparation and filing of the first Statement of Information, along with routine setup materials. We prepare the documents based on your ownership structure and business terms and include a consultation to review the structure, explain the key provisions, and answer questions before everything is finalized.

This flat-fee service is designed for situations where one or more owners of California real estate want to exit, and the remaining owner or owners want to continue holding the property.

Co-owner buy-outs are legally and financially sensitive, especially when one or more parties remain on an existing mortgage or other obligations tied to the property. If these transactions are not documented correctly, they often lead to disputes about payment terms, continuing liability, indemnity obligations, loan-related risk, and what happens if something goes wrong after the transfer. This package provides a professionally drafted buy-out agreement that clearly documents the exit, addresses whether any party remains on an existing loan, allocates risk and indemnity obligations, and defines the parties’ ongoing rights and responsibilities.

We prepare the buy-out agreement based on the agreed business terms and include a consultation to review the structure, explain the key provisions, and answer questions before the agreement is finalized.

This flat-fee service is designed for two or more people who own, or plan to own, California real estate together and want a clear, legally sound agreement governing their shared ownership.

A co-ownership relationship without a written agreement is one of the most common paths to disputes, deadlock, and costly litigation. This package provides a professionally drafted Tenancy in Common or Co-Ownership Agreement that allocates rights and responsibilities, sets rules for use and expenses, and establishes clear exit and dispute-resolution mechanisms.

We prepare the agreement based on your ownership structure and business terms and include a consultation to review the document, explain the key provisions, and answer questions before it is finalized.

This flat-fee service is designed for buyers or sellers who want a professionally prepared California residential purchase agreement and the related form set, without engaging full transaction management.

We prepare the purchase agreement and include the related and referenced forms that are typically required for a complete contract package. The service also includes up to one hour of consultation time to review the agreement, explain key provisions, and answer questions before the contract is used.

This service is ideal for private sales, off-market transactions, or situations where the parties want a properly prepared contract but do not need full escrow coordination or transaction management.

This flat-fee service provides full legal structuring and documentation of seller carryback financing for California real estate transactions. It can be added to our Attorney-Managed Private Sale Transaction Package or purchased as a standalone service for transactions already in escrow.

We work with the parties to confirm the financing terms and prepare the core loan and security documents, including the promissory note, deed of trust, and required disclosures. We coordinate these documents with escrow to ensure they are properly signed, recorded, and integrated into the closing process. All financing documents are reviewed by an attorney before they are finalized.

This service is designed for standard seller financing arrangements where the seller is providing part or all of the purchase financing and wants the loan documented and secured correctly, whether as part of a managed transaction or in an existing escrow.

This flat-fee service is designed for sellers of California residential property with one to four units who want their disclosures prepared carefully, accurately, and with professional legal guidance.

In this service, you complete the required seller disclosure forms based on your knowledge of the property. We provide written advisories and practical guidance, review the completed disclosures with you, and include a consultation to discuss questions, concerns, and risk areas before the disclosures are delivered. The goal is to help you disclose thoughtfully and consistently, reduce risk, and avoid preventable disputes after the sale.

This service is ideal for private sales, off-market transactions, or sellers who want confidence that their disclosure packet is complete, consistent, and handled thoughtfully.