Living Trust Document Preparation

California Living Trusts
Starting at $497

Professional preparation of your revocable living trust document. Choose from 8 trust types tailored to your specific situation. Supporting documents available separately or as part of complete estate planning packages.

Choose the Right Trust for Your Situation

Every family is unique. Whether you're married, single, or have complex distribution wishes, we have a trust solution designed specifically for your needs.

Note: Prices below are for trust document preparation only. Supporting documents (Pour-Over Wills, Powers of Attorney, Living Wills, etc.) are available separately or as part of money-saving Complete Estate Plan Packages.

Property to Children

Starting at $497

Straightforward distribution to your children—equal shares or customized by child

Specific Gifting

Starting at $697

Flexible distribution to anyone—children, family, friends, charities, caregivers

Joint Trusts

For Married Couples

Joint trusts allow married couples to manage their community and separate property together in one comprehensive estate plan.

Joint Revocable Trust
Property to Children

$697

The most common trust for married couples with children. Assets pass equally to all children, or you can customize distribution by child based on individual needs.

Ideal For:

  • Married couples with children
  • Families wanting equal distribution
  • Parents with different wishes per child
  • Protecting children's inheritance

Joint Revocable Trust
Specific Gifting

$797

Maximum flexibility for married couples. Make specific gifts to children, grandchildren, siblings, friends, charities—anyone you choose—then distribute the residual estate.

Ideal For:

  • Complex family situations
  • Recognizing multiple relationships
  • Charitable giving goals
  • Heirlooms for specific people

Two Grantor Trust
Specific Gifting

$797

For two unmarried individuals with jointly owned property. Each person maintains individual control while coordinating distribution of shared assets.

Ideal For:

  • Domestic partners
  • Business partners with shared property
  • Siblings co-owning family property
  • Unmarried couples

Multiple Grantor Trust
Specific Gifting

$897

For three or more individuals with jointly owned property. Coordinate complex ownership and distribution arrangements among multiple parties.

Ideal For:

  • Family partnerships (3+ people)
  • Multiple business partners
  • Joint investment properties
  • Complex co-ownership situations

Individual Trusts

For Single Persons & Separate Property

Individual trusts for unmarried individuals or married persons with separate property they wish to control independently.

Married Individual Trust
Property to Children

$597

For married individuals with separate property they want to leave specifically to their children (from current or prior relationships).

Ideal For:

  • Blended families
  • Separate property from prior marriage
  • Children from previous relationships
  • Protecting children's inheritance

Married Individual Trust
Specific Gifting

$697

Married but want to make specific gifts of your separate property to anyone—children, family, friends, charities, or other beneficiaries you choose.

Ideal For:

  • Separate property control
  • Gifts beyond just children
  • Blended family complexities
  • Charitable giving with family gifts

Single Individual Trust
Property to Children

$497

For unmarried individuals with children. Your estate passes to your children equally, or customized by child. Includes protection for minor children.

Ideal For:

  • Single parents
  • Divorced individuals
  • Widows/widowers with children
  • Never married with children

Single Individual Trust
Specific Gifting

$697

For unmarried individuals wanting to make targeted gifts to multiple people—children, siblings, friends, godchildren, charities, caregivers, or anyone else.

Ideal For:

  • Complex family relationships
  • Recognizing caregivers or friends
  • Charitable giving goals
  • Heirlooms for specific people

Complete Trust Pricing

Trust Type Best For Starting Price
Joint Trust - Property to Children Married couples, children as beneficiaries $697
Joint Trust - Specific Gifting Married couples, flexible distribution $797
Two Grantor Trust - Specific Gifting Two unmarried individuals, shared property $797
Multiple Grantor Trust - Specific Gifting 3+ individuals, jointly owned property $897
Married Individual - Property to Children Married with separate property, children $597
Married Individual - Specific Gifting Married with separate property, flexible gifts $697
Single Individual - Property to Children Unmarried with children $497
Single Individual - Specific Gifting Unmarried, targeted gifts to anyone $697

Frequently Asked Questions

What's the difference between "Property to Children" and "Specific Gifting"?

Property to Children trusts are simpler and more affordable (starting at $497-$697). Your estate passes to your children—either equally or in customized amounts per child. These are straightforward when children are your primary beneficiaries.

Specific Gifting trusts (starting at $697-$797) offer maximum flexibility. You can make specific gifts to anyone—children, siblings, friends, godchildren, charities, caregivers—then distribute the residual estate. Choose this when you want to recognize multiple relationships or make charitable gifts.

Are these starting prices or final prices?

These are starting prices for each trust type. Final pricing depends on complexity factors such as number of beneficiaries, customization level, special provisions (like staggered distributions for minors), and whether you need additional supporting documents. During your consultation, we'll provide exact pricing based on your specific situation.

What's included in the trust price?

Each trust package includes the complete trust document customized to your wishes, consultation to gather your information, document review, and execution guidance. These prices are for the trust document only.

Supporting documents—Pour-Over Wills, Powers of Attorney, Living Wills, Certificates of Trust, and asset assignment documents—are available separately or as part of our money-saving Complete Estate Plan Packages.

Can I change my trust later?

Yes! These are revocable living trusts, meaning you can amend them anytime during your lifetime. We offer Amendment to Trust services as your circumstances change (new children, asset changes, beneficiary updates, etc.).

Do I need a trust if I'm single with no children?

If you have assets you want to protect and beneficiaries you care about, yes. Even without children, a trust helps you avoid probate, maintain privacy, plan for incapacity, and ensure your assets go exactly where you want—whether to family, friends, or charities.

What about married couples with blended families?

Blended families often benefit from individual trusts (Married Individual trusts) where each spouse controls their separate property distribution. For community property, you might combine a Joint Trust with individual trusts. We'll help you structure the best approach during consultation.

Ready to Get Started?

Schedule a free consultation to discuss your situation and get exact pricing for your trust. Let's create a plan that protects what matters most.

Schedule Free Consultation

Email: support at joeturtle.com | Phone: (951) 479-8190