LDA PRO

Legal Document Assistants

Living Trust & Will


3 Steps To Get Started


Step 1:

Complete Form & Pay Online

Step 2:

We Prepare Estate Planning Documents Within 3 to 5 Business Days.

Step 3:

We Schedule Notarization & File Trust Transfer Deeds At County Recorder.


3 REASONS TO SET UP A LIVING TRUST


1

Avoid Probate, If You Own Real Property Or Investments.

2

Asset Protection For Your Surviving Spouse and Children

3

Better Control Over Beneficiaries.

Living Trust Package Includes:

Revocable Trust, Pour Over Will, Healthcare Directive, Springing Power Of Attorney, And Primary Residence Trust Transfer Deed.

10+ Years In Business
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Questions? In Office Appointments Available.

LDA PRO Estate Planning Intake - Formstack
* START ONLINE - Please choose one:*
Legal Document Assistants, prepare an estate planning binder for notarization in office and provide instructions for funding the trust.
ESTATE ASSETS - Check all assets, without a beneficiary already listed, that you would like gifted or transferred into the trust:*
Real estate must be transferred into the trust to avoid probate. Assets that already have a beneficiary listed do not need to be transferred into the trust.
REAL PROPERTY OWNED - Please Check All That Apply:*
* How many real estate properties do you own?*
Living Trust Package, includes 1 real property trust transfer deed. Each additional real property trust transfer deed is: $199 Each
* How many real estate properties do you and your spouse own together?*
Living Trust Package, includes 1 real property trust transfer deed. Each additional real property trust transfer deed is: $199 Each
* How many real estate properties do you own separately from your spouse?*
Living Trust Package, includes 1 real property trust transfer deed. Each additional real property trust transfer deed is: $199 Each
* How many real estate properties does your spouse own separately?*
Living Trust Package, includes 1 real property trust transfer deed. Each additional real property trust transfer deed is: $199 Each
Are you a US citizen?*
Is your Spouse a US citizen? *
DISINHERITING - Is there anyone you specifically DO NOT want to receive anything from your estate?*
CHILDREN - Check all that apply:*
List ALL Children Biological or Legally Adopted.
If you (and your spouse) pass away, list who you would want to appoint as legal guardian. You may list an "Alternate Guardian", in case the Legal Guardian, is unable to perform.
Manages the minor child's inheritance, once initial trustees pass away. This can be the same person as the guardian, another adult, or a corporate trustee.
MINIMUM AGE BENEFICIARIES OBTAIN PROCEEDS - Please choose one:*
DISBURSEMENT SCHEDULE FOR BENEFICIARIES: Please choose one:*
1/2 Disbursement At Age _____ 1/2 Disbursement At Age _____*
Please check only two options above.
1/3 Disbursement At Age _____ 1/3 Disbursement At Age _____ 1/3 Disbursement At Age _____ *
Please check only three options above.
SPECIAL GIFTS - Are you making any special gifts to individuals or organizations?*
PLEASE NOTE: "Special Gifts" are distributed first, then the remainder of your estate is distributed amongst the beneficiaries you specify.
DISTRIBUTION OF ESTATE - After all special gifts have been made, how do you want the remainder of your estate distributed to beneficiaries?*
How you want your estate distributed, after all gifts have been made.
ALTERNATE BENEFICIARIES: *
If one of your beneficiaries pre-deceases their inheritance.
If one of your beneficiaries pre-deceases their inheritance.
DISTRIBUTION OF PERSONAL PROPERTY:*
After all gifts have been made and estate has been distributed, how do you want your personal property distributed.
SUCCESSOR TRUSTEE OPTIONS:*
A successor trustee is named to step in and manage the trust when the initial trustee (s) (yourself and your spouse if married) no longer can manage the estate (usually due to incapacity or death). An alternate trustee is named to step in and manage the trust when the successor trustee is unable to manage the estate.
List Successor Trustee first, then the alternate trustees, if applicable.
EXECUTOR: An individual responsible for managing the affairs of a deceased person's probate estate. BACK-UP EXECUTOR: An individual responsible for managing the affairs of a deceased person's probate estate, if the executor can not manage the estate.
POWER OF ATTORNEY: *
Incapacitated: Diagnosed by 2 licensed physicians as being incompetent in handling your own personal affairs and/or finances.
The person listed will be able to act on your behalf and make financial and personal decisions for you. If you are married you can list your spouse as power of attorney.
SPOUSE POWER OF ATTORNEY: *
The person listed will be able to act on your behalf and make financial and personal decisions for you. If you are married you can list your spouse as power of attorney.
AGENT FOR HEALTHCARE - Please choose one:*
The Successor Agent (s) is the person (s) listed who will be able to act on your behalf and make medical decisions for you, if your agent for healthcare directive is unable to perform their duties.
AGENT: The person listed will be able to act on your behalf and make medical decisions for you. If you are married you can list your spouse as agent for healthcare directive. SUCCESSOR AGENT: The person listed will be able to act on your behalf and make medical decisions for you, if your agent for healthcare directive is unable to perform their duties.
SPOUSE - AGENT FOR HEALTHCARE - Please choose one:*
The Successor Agent (s) is the person (s) listed who will be able to act on your behalf and make medical decisions for you, if your agent for healthcare directive is unable to perform their duties.
AGENT: The person listed will be able to act on your behalf and make medical decisions for you. If you are married you can list your spouse as agent for healthcare directive. SUCCESSOR AGENT: The person listed will be able to act on your behalf and make medical decisions for you, if your agent for healthcare directive is unable to perform their duties.
Name of preferred hospital or physician.
Name of preferred hospital or physician.
CHOICE TO PROLONG LIFE - Please choose one:*
SPOUSE - CHOICE TO PROLONG LIFE - Please choose one:*
RELIEF FROM PAIN: Do you want treatment for alleviation of pain or discomfort at all times, even if it hastens your death?*
SPOUSE - RELIEF FROM PAIN: Do you want treatment for alleviation of pain or discomfort at all times, even if it hastens your death?*
AUTOPSY: Do you want an autopsy?*
SPOUSE - AUTOPSY: Do you want an autopsy?*
ORGAN DONATION - Do you want to donate your organs?*
ORGAN DONATION - For the following purposes, check all that apply:*
SPOUSE - ORGAN DONATION - Do you want to donate your organs?*
SPOUSE - ORGAN DONATION - For the following purposes, check all that apply:*
AFTER DEATH I PREFER TO BE:*
SPOUSE - AFTER DEATH PREFERS TO BE:*
If applicable, please insert answer above.
I HAVE READ AND UNDERSTAND THE ABOVE NOTICE TO CONSUMER:*
Please check yes, if you'd like to proceed.
Payment:*
Payment must be made prior to service.
Use your mouse or finger to draw your signature above
Use your mouse or finger to draw your signature above