Professional Estate Planning Documents

Protect Your Family's Future
with California Estate Planning

Expert document preparation for living trusts, wills, powers of attorney, and essential estate planning documents. Affordable, reliable, and prepared with care.

Schedule Your Consultation
California family protected by estate planning

Protecting California Families Like Yours

Every family deserves peace of mind knowing their loved ones are protected.

That's why we make professional estate planning accessible and affordable - so you can focus on what matters most.

Complete Estate Planning Services

Professional document preparation covering all your estate planning needs - from comprehensive living trusts to essential supporting documents.

📋

Living Trust Preparation

Professional preparation of your revocable living trust document. Choose from 8 trust types tailored to your situation.

  • Joint Revocable Trusts
  • Individual Revocable Trusts
  • Married & Unmarried Options
  • Property to Children
  • Specific Gifting Provisions
View All Trust Types & Pricing
📝

Complete Estate Plan Packages

Bundled packages combining your trust with essential supporting documents for comprehensive protection.

  • Complete Estate Plan Bundles
  • Pour Over Wills
  • Living Will & Healthcare Directives
  • Power of Attorney (Financial & Healthcare)
  • Certificate of Trust
  • Asset Assignment Documents
View Package Options
⚙️

Trust Management

Ongoing support and documentation as your needs change over time.

  • Amendment to Trust
  • Restatement of Trust
  • Revocation of Trust
  • Quitclaim Deeds
  • Successor Trustee Affidavits
Ask About Custom Pricing

Choose the Right Trust for Your Situation

Joint Trusts (Married Couples)

Joint Trust - Property to Children

Married couples passing estate to their children—equal shares or customized by child.

Learn More →

Joint Trust - Specific Gifting

Flexible gifting to anyone—children, friends, charities, family—with customized distributions.

Learn More →

Two Grantor Trust - Specific Gifting

Two individuals with jointly owned property—customized gifts to anyone you choose.

Learn More →

Multiple Grantor Trust - Specific Gifting

Two individuals with jointly owned property—customized distributions to any beneficiaries you choose.

Learn More →

Individual Trusts (Single Persons)

Married Individual - Property to Children

For married individuals wanting to leave their separate property to their children.

Learn More →

Married Individual - Specific Gifting

Married with separate property—customized gifts to anyone you choose, not just children.

Learn More →

Single Individual - Property to Children

For unmarried individuals with children—estate distributed to children equally or customized by child.

Learn More →

Single Individual - Specific Gifting

Unmarried individuals making targeted gifts to multiple people—children, siblings, friends, godchildren, charities.

Learn More →

Simple, Professional Process

1

Consultation

Schedule a free consultation to discuss your needs and determine the right documents for your situation.

2

Document Preparation

We'll prepare your customized estate planning documents based on your specific circumstances and wishes.

3

Review & Delivery

Review your completed documents, get guidance on execution, and receive step-by-step instructions.

Ready to Protect Your Family?

Schedule a free consultation to discuss your estate planning needs. Let's create a plan that gives you and your family peace of mind.

Schedule Free Consultation

Email: | Phone: