Trust Package2022-12-27T14:31:05-08:00

California Living Trust Estate Plan Package

Establish your living trust estate plan today

Our all-inclusive estate planning document package provides you with peace of mind knowing all your bases are covered.

A complete estate plan is a group of documents that defines:

  • Who receives your possessions when you pass away
  • Who cares for your minor children if you are unable to
  • Your end-of-life decisions and who can speak on your behalf
  • Who may handle your financial and legal matters
Living Trust Package

Select your package

Individual

Living Trust Package

Documents for 1 person

$499

Couple

Living Trust Package

Documents for 2 people

$650

Living Trust Estate Plan Package Includes

Living Trust

Specifies how your property will be managed before and after your death, as well as provides a plan for how those assets, and the income earned by the trust, are distributed after your death.

Pour-Over Will

Works in conjunction with your trust and ensures any remaining assets automatically transfer to a previously established trust upon death.

Certificate of Trust

Used by an acting trustee of a trust to prove to financial institutions or other third parties that they have authority to act on behalf of the trust.

Healthcare Directive

Designates who may make health care decisions for you if you become incapacitated. Also directs whether life support is desired when terminally ill.

Financial POA

Appoints an agent who may run your business, and all your financial affairs, including but not limited to money management and bill paying — if you are incapacitated and unable to.

What makes our service unique?

Affordable

Our simple online interview process can help you save thousands compared to hiring an expensive attorney to prepare your estate plan.

Expert Verification

Our estate plan service includes a custom review of your documents, making sure you didn’t overlook something.

Legal & Reliable

We use the same estate planning software that many California attorneys use, so you can be confident in your documents.

Trusted

We provide exceptionally high quality legal document preparation services unsurpassed by any other company online, and we take pride in our long-term reputation.

Why you need a trust

Trusts Save Money

While setting up a trust may seem more expensive than creating a will, overall, the trust will cost your estate much less to distribute assets upon your death. Wills must go through probate, which can be a costly and lengthy process. If you plan to leave significant assets to your family or friends, consider creating a trust.

Trusts Save Time

One important reason people set up a trust is that if a person becomes incapacitated or pass away, whoever they designate as their successor trustee will take control of their estate with little to no court oversight. Trusts are usually administered within a few months from the time of death. It can easily take months and sometimes years to fully settle a will through probate.

Trusts Protect Against Creditors

The administration of a trust does not require public notice of death to allow creditors to file a claim for monies owed against your estate. Trusts offer protection against creditors and limit their reach in regards to trust assets. When an asset within a trust is transferred to a beneficiary, the beneficiary may also get protection against creditors so long as the assets stay in the trust.

Relax knowing you and your loved ones are protected

Our experts verify all living trust information during your personal interview.

How it works

Step 1

1. Complete our simple questionnaire

It’s convenient and risk free!

Step 2

2. Review and confirm services

Review your information and tell us how quickly you need your documents.

Step 3

3. Sign and purchase

Securely sign online and we’ll complete your documents.

Common questions about our living trust package

Should I make a California living trust?2023-07-19T11:52:36-07:00

Many individuals choose to create a living trust so their estate can avoid probate upon their death. Oftentimes, probate is an expensive and complicated process that your family has to take care of after you pass. Plus, if you create a living trust, you can make it revocable. In other words, you have the option to change or terminate it at any time before you die.

That said, some people need a living trust more than others. For example, if a married couple without children wishes to be each other’s sole heirs, they will probably not require a living trust. However, if a couple has children, they should have a living trust. This document will allow them to pass on their estate to their children in a simpler manner.

Keep in mind that in California, if your estate is worth $166,250 or less, you will not need a living trust to save on probate. Instead, state law allows for a simplified probate for smaller estates. On the other hand, you may choose to create a will even if you have a valid living trust. Within your will, you can write a provision that allows for any property not identified in the trust to be transferred to it upon your death. Ultimately, you should take all steps possible to simplify your estate planning.

Does a trust protect against creditors?2023-07-19T11:52:44-07:00

With a will, you need to file a public notice of death to allow creditors the opportunity to file a claim for monies owed against your estate. However, the administration of a trust does not require public notice. Certain trusts offer protection against creditors and limit their reach in regards to trust assets.

When an asset within a trust is transferred to a beneficiary, the beneficiary may also get protection against creditors so long as the assets stay in the trust.

Why have a trust?2023-07-19T11:53:44-07:00

The biggest benefit of having a trust is that it avoids probate.

In California, estates with real property or estates valued over $166,250 usually have to be settled through some type of formal court probate process. This process is very costly and can take from 5 to 7 months to complete.

With a trust, administration of a trust after the death of the trustee is relatively simple and inexpensive.

Another benefit of having a trust is to manage the property if a person becomes incapacitated. A revocable living trust allows your successor trustee to take over whenever you become incapacitated. There is generally no interruption in the management of your property, and there is no requirement for a court-appointed conservator.

Need Help? Call Us!

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Call us 800-747-2780

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