Easy & Affordable Living Trusts Prepared by a licensed Legal Document Assistant

Avoid the costly and time consuming California probate process with a Living Trust - Our licensed LDAs not only assist in preparing your document, we also support you through the entire filing process. All documents state specific and legally valid.

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What Our Customers Say

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How It Works

1

Choose the
package that’s right
for you.

2

Schedule a phone appointment
with one of our state registered legal
document assistants.

3

Answer a few simple
questions during your phone
appointment.

4

Receive your completed
document via email, FedEx
or both!

Fast

Fast

Completed in 24-48 hours.

Convenient

CONVENIENT

Remote Service; LDA support through the whole process.

Done in your way

DONE YOUR WAY!

Personalized documents to meet your needs.

Get Started Now

Why Choose Us

  • California's Premier Service

    California's Premier Service

    Thousands of satisfied customers throughout the state. Fast, affordable service with live document specialists.
  • Expert Guidance

    Expert Guidance

    Always talk to a registered and bonded California document specialist. No uncertainty of online-only services.
  • Legal Validity

    Legal Validity

    State-specific documents produced with the same tools used by attorneys. Save money without compromising quality.
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Choose Your Document

Led by a licensed LDA | Save on costly attorney fees | Professionally assisted and completed

Living TrustComplete Package

$999
  • Living trust document
  • Pour-over will
  • Certificate of trust
  • HIPAA authorization
  • Financial power of attorney
  • Advanced healthcare directive
  • Primary residence transfer

Living Trust Document Only

$499
  • Living trust document
  • Pour-over will
  • Certificate of trust
  • HIPAA authorization
  • Financial power of attorney
  • Advanced healthcare directive
  • Primary residence transfer
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Living Trust FAQ’s

  • Does a living trust protect me from being sued?

    Our living trust is an instrument designed to avoid probate. It is not a shelter to protect against lawsuits.

  • What is probate?

    It is a court process that people have to go through to transfer real estate from a deceased loved one, unless it is set up ahead of time to avoid it. This process is very time consuming as it usually takes over a year to complete and can cost tens of thousands of dollars.

  • I see trusts for $500-600, why is your trust more?

    Along with preparation of the trust, we offer more of a concierge service where we explain the documents in detail and answer questions you may have. The trust is prepared by an experienced legal document professional that is registered and bonded by the state. We also are available to walk you through your finished document once it's complete.

  • What information or documents do we need to have before getting started?

    No specific documents are needed, we merely need the names, addresses and phone numbers of who you want to list as your successor trustees (& agents for power of attorney) and the names of your beneficiaries.

  • What are the benefits of a living trust vs a will?

    Our trusts are mainly to avoid probate, however, trusts in general provide for management of the assets you place into it. A trust is to function during your life and after death. A will does not avoid probate and only provides for the distribution of all your assets after your death.

  • What is a pour-over will vs. a regular will?

    A pour-over will functions in conjunction with a trust, in case any assets are left out of the trust and/or assets are discovered after you have died. Those assets will be distributed according to your trust (as the beneficiary of your pour-over will is your trust). A regular will distributes your assets to the people named in your will.

  • What is the difference between a living trust and a will?

    A will names your beneficiaries to whom your assets go to after your death. A will does not avoid probate in California. A trust manages your assets during your lifetime and after death through the trustee. A will only takes effect after your death, a trust can manage your assets while you are living. A trust avoids probate in California.

  • Can I change something in my trust? If so, I want to change my POA and AHCD. Is that ok?

    Depending on the details of the trust, you most likely can change your trust. We can prepare new powers of attorney and advance health care directive if you need to change those as well.

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