LDA PRO

Legal Document Assistants

Living Trust & Will

3 Steps
Start Online Easily

Complete Intake Form Below & Pay Online.

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

We Schedule Notarization & Filing Instructions For Trust Transfer Deed 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 Living Trust, Trust Certification, and Will. Optional Healthcare Directive, Power Of Attorney, and Trust Transfer Deed, Is Included.

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LDA PRO Estate Planning Intake - Formstack

* START ONLINE - Please choose one:*

Single Person - Revocable Living Trust Package $599 Married Person's Individual - Revocable Living Trust Package $599 Married Couple - Revocable Living Trust Package $699

Complete this intake form and pay online to start service. LDA PRO prepares your estate planning binder, within 3 business days. Once you approve the final documents, we schedule in office notarization, $15 per signature notarized.

Name:*

Date Of Birth:*

Are you a US citizen?*

Yes No

Spouse Full Name:*

Do you want to specifically disinherit your spouse?*

Yes No

Spouse Date Of Birth:*

Is your Spouse a US citizen? *

Yes No

Address:*

Full street address, including city, state, and zip code.

Email:*

Phone:*

ESTATE ASSETS - Please check all assets:*

Real Estate, Single Family Residence, Multi-Plex, Commercial, Land, Modular Home, or Mobile Home. Bank Accounts Investment Accounts, Stocks, or Bonds. IRA, SEP IRA, 401K, or Retirement Accounts. Registered Firearms Sole Proprietor Business Business Partnerships Corporations LLCs

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. We will prepare transfer letters for each asset, which will give you the ability to transfer the asset into the trust.

REAL PROPERTY OWNED - Please Check All That Apply:*

Real Estate Owned Jointly Real Estate Owned Separately Real Estate Owned By Spouse Separately

REAL PROPERTY OWNED - Please Check All That Apply: *

Real Estate Owned Jointly Real Estate Owned Separately Real Estate Owned By Spouse Separately

* How many real estate properties do you own?*

1 2 3 4 5 6

Other:

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?*

1 2 3 4 5 6

Other:

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?*

1 2 3 4 5 6

Other:

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?*

1 2 3 4 5 6

Other:

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? *

1 2 3 4 5 6

Other:

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?*

1 2 3 4 5 6

Other:

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?*

1 2 3 4 5 6

Other:

Living Trust Package, includes 1 real property trust transfer deed. Each additional real property trust transfer deed is: $199 Each

DISINHERITING - Is there anyone you specifically DO NOT want to receive anything from your estate?*

Yes No

DISINHERITING - List: (*) Full Name (*) Relationship*

CHILDREN - Check all that apply:*

None Minor Children Adult Children

Biological or Legally Adopted.

MINOR CHILDREN - List Full Name (s) and Date of Birth:*

ADULT CHILDREN - List Full Name (s) and Date of Birth:*

MINOR CHILDREN LEGAL GUARDIAN: List Full Name (s) and Address:*

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.

MINOR CHILDREN TRUSTEE: List Full Name (s) and Address:*

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:*

Age 18 Age 21 Age 25 Age 30 Disburse Immediately

Other:

DISBURSEMENT SCHEDULE FOR BENEFICIARIES: Please choose one:*

100% Disbursement Immediately 1/2 Disbursement At Age _____ 1/2 Disbursement At Age _____ 1/3 Disbursement At Age _____ 1/3 Disbursement At Age _____ 1/3 Disbursement At Age _____

1/2 Disbursement At Age _____ 1/2 Disbursement At Age _____*

Age 18 Age 21 Age 25

Other:

Please check only two options above.

1/3 Disbursement At Age _____ 1/3 Disbursement At Age _____ 1/3 Disbursement At Age _____ *

Age 18 Age 21 Age 25

Other:

Please check only three options above.

SPECIAL GIFTS - Please Check All That Apply:*

None Cash to Individual (s) Personal Item (s) to Individual (s) Cash to Organization (s) Personal Item (s) to Organization (s) Real Property to Individual (s) Real Property to Organization (s)

PLEASE NOTE: "Special Gifts" are distributed first, then the remainder of your estate is distributed amongst the beneficiaries you specify.

DISTRIBUTION OF PERSONAL PROPERTY:*

Equally Distributed Amongst Beneficiaries. Successor Trustee's Discretion.

Other:

PLEASE NOTE: After all "Special Gifts" have been made this is how the remainder of your personal property to be distributed.

SPECIAL GIFTS TO INDIVIDUALS: Full Name of Beneficiaries, Relationship to You, and Description Of Gift:*

SPECIAL GIFTS TO ORGANIZATIONS - Organization Name and Description Of Gift:*

SPECIAL GIFTS OF REAL PROPERTY - Full Name of Beneficiaries, Relationship to You, and Property Address:*

SPECIAL GIFTS OF REAL PROPERTY - Organization Name and Property Address:*

DISTRIBUTION OF ESTATE - After all special gifts have been made, how do you want the remainder of your estate distributed to each beneficiary?*

Equal Distribution Specific Percentage

After all special gifts have been made, this is how you would like your beneficiaries to receive your estate.

DISTRIBUTION OF ESTATE- Beneficiaries Full Name and Relationship to You:*

DISTRIBUTION OF ESTATE - Beneficiaries Full Name, Relationship to You, and Specify Percentage for Each:*

ALTERNATE BENEFICIARIES: If a Beneficiary Pre-Deceases their Inheritance: *

Distribute Deceased Beneficiary's Share Equally Among Surviving Beneficiaries. Re-distribute Deceased Beneficiary's Share to their Spouse and Children, If Living.

Other:

You may choose "Other" and write in specifics regarding contingent or alternate beneficiaries, for each listed beneficiary.

REAL ESTATE - List property addresses:*

We will request a copy of the most recently recorded deed, to each property. If you do not have a copy, we charge $99 to obtain a copy at the County Recorder's Office.

REAL ESTATE OWNED JOINTLY - List property addresses:*

We will request a copy of the most recently recorded deed, to each property. If you do not have a copy, we charge $99 to obtain a copy at the County Recorder's Office.

REAL ESTATE OWNED SEPARATELY - List property addresses:*

We will request a copy of the most recently recorded deed, to each property. If you do not have a copy, we charge $99 to obtain a copy at the County Recorder's Office.

REAL ESTATE OWNED BY SPOUSE SEPARATELY - List property addresses:*

We will request a copy of the most recently recorded deed, to each property. If you do not have a copy, we charge $99 to obtain a copy at the County Recorder's Office.

FIREARMS - List description of registered firearm(s):

Follow-up questions will be emailed to you, regarding specific details.

BANK ACCOUNTS - List name of bank(s) where account is held:

Follow-up questions will be emailed to you, regarding specific details.

INVESTMENT ACCOUNTS, STOCKS, BONDS - List name of institution(s) where account is held:

Follow-up questions will be emailed to you, regarding specific details.

IRA, SEP IRA, 401K, RETIREMENT ACCOUNTS - List name of institution(s) where account is held:

Follow-up questions will be emailed to you, regarding specific details.

BUSINESS - Business name(s) of Sole Proprietorship, Limited Partnership, Corporation, or LLC:

Follow-up questions will be emailed to you, regarding specific details.

SUCCESSOR TRUSTEE OPTIONS:*

One Successor Trustee Successor Trustee and an Alternate Trustee Successor Trustee and list of Alternate Trustee (s)

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 (S): Name and Relationship to You:*

List first Successor Trustee. You may list names of alternate trustees, if the first trustee is unable to act. SUCCESSOR TRUSTEE: An individual responsible for managing the disbursement of a deceased person's estate.

LIST EXECUTOR (S) OF WILL: Name and Relationship to You:*

List first Executor of Will. You may list names of alternate executors, if the first executor is unable to act. EXECUTOR: An individual responsible for managing the affairs of a deceased person's probate estate.

POWER OF ATTORNEY:*

Effective Immediately. Effective Only If Incapacitated. None Requested.

INCAPACITATED: Diagnosed by 2 licensed physicians as being incompetent in handling your own personal affairs and/or finances. Power Of Attorney, allows someone you appoint as your Agent, to manage your financial affairs, while you are alive.

AGENT (S) FOR POWER OF ATTORNEY - Name, Address, and Phone Number:*

List first Agent for Power Of Attorney. You may list names of alternate Agents, if your first agent is unable to act. Your Agent will be able to act on your behalf and make financial and personal decisions for you, while you are alive. If you are married you can list your spouse as Agent for Power Of Attorney.

SPOUSE | POWER OF ATTORNEY: *

Effective Immediately. Effective If Incapacitated. None Requested.

INCAPACITATED: Diagnosed by 2 licensed physicians as being incompetent in handling your own personal affairs and/or finances. Power Of Attorney, allows someone you appoint as your Agent, to manage your financial affairs, while you are alive.

SPOUSE | AGENT (S) FOR POWER OF ATTORNEY - Name, Address, and Phone Number:*

List first Agent for Power Of Attorney. You may list names of alternate Agents, if your first agent is unable to act. Your Agent will be able to act on your behalf and make financial and personal decisions for you, while you are alive. If you are married you can list your spouse as Agent for Power Of Attorney.

AGENT (S) FOR HEALTHCARE DIRECTIVE: Name, Address, and Phone Number:*

List your first Agent. You may list names of alternate Agents, if your first Agent is unable to act. If you are married you can list your spouse as agent for healthcare directive.

SPOUSE | AGENT (S) FOR HEALTHCARE DIRECTIVE - Name, Address, and Phone Number: *

List your first Agent. You may list names of alternate Agents, if your first Agent is unable to act. If you are married you can list your spouse as agent for healthcare directive.

CHOICE TO PROLONG LIFE - Please choose one:*

A. Choice Not to Prolong Life. I do not want my life to be prolonged if (1) I have an incurable and irreversible condition that will result in my death within a relatively short time, (2) I become unconscious and, to a reasonable degree of medical certainty, I will not regain consciousness, or (3) the likely risks and burdens of treatment would outweigh the expected benefits. B. Choice to Prolong Life. I want my life to be prolonged as long as possible within the limits of generally accepted health care standards.

OPTIONAL - Additional Healthcare Directions for Agent (s):

List any special medical treatment you do or do not wish to have.

SPOUSE - CHOICE TO PROLONG LIFE - Please choose one:*

A. Choice Not to Prolong Life. I do not want my life to be prolonged if (1) I have an incurable and irreversible condition that will result in my death within a relatively short time, (2) I become unconscious and, to a reasonable degree of medical certainty, I will not regain consciousness, or (3) the likely risks and burdens of treatment would outweigh the expected benefits. B. Choice to Prolong Life. I want my life to be prolonged as long as possible within the limits of generally accepted health care standards.

SPOUSE | OPTIONAL - Additional Healthcare Directions for Agent (s):

List any special medical treatment you do or do not wish to have.

RELIEF FROM PAIN: Do you want treatment for alleviation of pain or discomfort at all times, even if it hastens your death?*

Yes No

SPOUSE - RELIEF FROM PAIN: Do you want treatment for alleviation of pain or discomfort at all times, even if it hastens your death?*

Yes No

AUTOPSY: Do you want an autopsy?*

Yes. No, unless required by law.

SPOUSE - AUTOPSY: Do you want an autopsy?*

Yes. No, unless required by law.

ORGAN DONATION - Do you want to donate your organs?*

Yes No

ORGAN DONATION - For the following purposes, check all that apply:*

Transplant Therapy Research Education

SPOUSE - ORGAN DONATION - Do you want to donate your organs?*

Yes No

SPOUSE - ORGAN DONATION - For the following purposes, check all that apply:*

Transplant Therapy Research Education

AFTER DEATH I PREFER TO BE:*

Buried Cremation

FINAL ARRANGEMENTS: What type of service do you want? Where do you want your remains? Are there any people you want to contact?*

SPOUSE - AFTER DEATH PREFERS TO BE:*

Buried Cremation

SPOUSE - FINAL ARRANGEMENTS: What type of service do you want? Where do you want your remains? Are there any people you want to contact?*

CEMETERY PLOTS OWNED - Do you (or your spouse) own any cemetery plots? Please list:

If applicable, please insert answer above.

OPTIONAL - Additional information or questions, for the LDA, preparing your Estate Planning Documents:

NOTICE TO CONSUMER -

DO NOT SIGN ANYTHING UNTIL YOU SCROLL TO READ. 

You understand… that Legal Document Assistants is not an attorney. 

Legal Document Assistants is not a law firm. 

Legal Document Assistants cannot represent you in court. 

Legal Document Assistants cannot advise you about your legal rights or the law. 

Legal Document Assistants cannot select legal forms for you. You must know exactly what type of legal papers you want prepared. We can not assert the validity of documents that were not prepared by Legal Document Assistants. Angela Jones, owner of Legal Document Assistants, is registered in Sacramento County Registration Number 2016-01 To confirm that Angela Jones is registered, you may contact the Sacramento County clerk's office at: 916-874-6334.  

LEGAL DOCUMENT ASSISTANT CONTRACT FOR SELF-HELP SERVICES This is a contract between Legal Document Assistants and you, for the self-help services described in Part I below. I am the "legal document assistant" and you are the "client." 

IMPORTANT NOTICES 1. You should read and understand this entire contract before you sign it. You should understand the kinds of services that I can and cannot perform for you (see Part I below). 2. I am not an attorney. I cannot perform the legal services that an attorney performs. I cannot engage in the practice of law. 3. The county clerk has not evaluated or approved my knowledge or experience or the quality of my services. 4. I cannot keep your original documents if you request that I return them to you. I cannot keep your original documents if you and I do not sign this contract or if this contract terminates (ends) for any reason. I cannot keep your original documents after all the contract services have been provided (see Part I below). It is a violation of California law if I keep your original documents under any of these circumstances. 5. It is a violation of California law if I make any false or misleading statement to you. 6. I cannot obtain special favors from, and I do not have any special influence with, any court or any state or federal agency. 7. As required by law, I have filed a bond or made a cash deposit and have registered as a legal document assistant in each county where I will perform services on your behalf. 

I. SELF-HELP SERVICES Kinds of services that I can perform for you: I can perform the following self-help services for you in connection with a legal matter in which you are representing yourself: I can type or otherwise complete, as you specifically direct, legal documents that you have selected. I can provide you general published factual legal information that has been written or approved by an attorney, to help you represent yourself. I can provide you published legal documents. I can file and serve legal forms and documents as you specifically direct. These are the only kinds of services that I can perform for you. I cannot provide you any service if you need additional services. If you need additional services, then you require the services of an attorney. Kinds of services that I cannot perform for you: I cannot provide you any self-help service unless you are representing yourself in a legal matter and the self-help service relates to that legal matter. I cannot engage in the practice of law. This means that I cannot give you any kind of advice, explanation, opinion or recommendation about possible legal rights, remedies, defenses, strategies or options that you may have. I cannot give you any advice, explanation, opinion or recommendation regarding selection of forms. 

II. FEES AND EXPENSES You agree to pay me the following fees, costs and expenses. We will provide you all the following services, list all services for which your client is being charged, depending on your selection above:

A. Single Person's Revocable Living Trust Package, Includes: Revocable Living Trust, Pour Over Will, Trust Transfer Deed, Certification Of Trust, Healthcare Directive and Power Of Attorney. $599

B. Married Couples Living Trust Package, Includes Revocable Living Trust, Pour Over Will, Trust Transfer Deed, Trust Certification, Healthcare Directive, Power Of Attorney $699

C. Each Additional Real Property Trust Transfer Deed $199 Each


D. Notary Fee - $15 Per Signature Notarized
(Optional) Mobile Notary Fee - $99

E. (Optional) LDA PRO Files Trust Transfer Deeds At County Recorder. $99 
County Recorder Fees:
Primary Residence: $26
Non Primary Residence: $75 plus $26

You are paying me only for those services listed above and no others. It is unlawful for me to make any guarantee or promise to you unless it is written in this contract and unless I have a factual basis for making the guarantee or promise. 

III. CANCELLATION You may cancel this contract for any reason within 24 hours after we both have signed it. If you cancel the contract, I must immediately refund any fees which you have paid me. The only fees that I may keep are fees for services which I have actually, necessarily and reasonably performed on your behalf during the 24-hour period. I cannot keep any fees for services performed during the 24-hour period unless you knew that I would perform those services and you expressly agreed in this contract that I would perform them. To cancel this contract, send me a written notice stating that you are canceling the contract. Mail the notice by first-class mail with the correct postage, and send it to me at my address (see Part V below). Cancellation takes effect on the date of the postmark on the notice. You can also cancel this contract by delivering a written notice of cancellation to my address within the 24-hour period. You may also cancel this contract at any time if I: ● Fail to give you a copy of this contract before providing any services to you, or ● Fail to specify in the contract the services which I will perform and the costs of those services, or ● Fail to give you a copy of the contract in English and in any other language that you understand and that was principally used in any oral sales presentation or negotiation leading to execution of the contract. If you cancel this contract for any of these reasons, I must immediately refund in full any fees which you have paid me. You may also cancel this contract at any time if you have legal cause. 

IV. ATTORNEY'S FEES AND COSTS In the event of suit for damages arising from this contract or to enforce any of its provisions, the court may award the prevailing party his or her reasonable attorney's fees and costs. The venue for any disputes about this contract is the county where you live in California. 

V. DESCRIPTION OF THE PARTIES Legal Document Assistant Full Name: Business Name: Street Address of Business: City, State, ZIP: Telephone Number: Email: LDA Registration Information: Angela Jones Legal Document Assistants 3550 Watt Ave. Ste 140 Sacramento, CA 95821 916-620-2446 contact@ldaprolegal.com 2016-01 I have filed a bond in Sacramento County, California. Title or brief description of the legal matter in which the client is representing himself or herself: 

Notices to Client You may obtain information from the local bar association or a legal aid or legal services office regarding free or low-cost representation by a lawyer. You may contact the local police, sheriff, district attorney or legal aid or legal services office if you believe that you are the victim of fraud, unauthorized practice of law or other injury. THIS CONTRACT IS NOT VALID OR BINDING UNTIL THE LEGAL DOCUMENT ASSISTANT HAS GIVEN ALL CLIENT PARTIES A FULLY EXECUTED COPY OF IT, INCLUDING AN ACCURATE TRANSLATION OF IT IN ANY LANGUAGE OTHER THAN ENGLISH THAT THE CLIENT UNDERSTANDS AND THAT WAS PRINCIPALLY USED IN ANY ORAL SALES PRESENTATION OR NEGOTIATION
LEADING TO EXECUTION OF THE CONTRACT.

Authority cited: The use of this contract is required by Section 6410 of the California Business and Professions Code. Reference: Sections 6401.6, 6402, 6405, 6408, 6409, 6410, 6411, Business and Professions Code. The standard form of this contract is mandated by the California Department of Consumer Affairs, California Administrative Code title 16, § 3950.

NOTE: I am a member of the California Association of Legal Document Assistants, Inc. (CALDA), which promotes and encourages high standards of ethical and professional conduct by its members. CALDA has a Dispute Resolution Process which is designed to resolve disputes between consumers and CALDA member LDAs. You may learn more about this process by visiting www.calda.org in the Board of Directors/"Code of Ethics" tab.

I HAVE READ AND UNDERSTAND THE ABOVE NOTICE TO CONSUMER:*

Yes

Please check yes, if you'd like to proceed.

Payment:*

Credit Card Invoice

Payment must be made prior to service.

Total

Credit Card*

Signature*

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Spouse Signature

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E-MAIL ID

CONTACT@LDAPROLEGAL.COM

Address

3550 Watt Ave. Suite 140 Sacramento CA 95821

Phone Number

Main Office:
(916) 620-2446

Legal Document Assistants are not attorneys. Legal Document Assistants can not provide legal advice. Legal Document Assistants can only prepare documents at the client's direction. If you need legal advice or representation in court we can refer you to a cooperating attorney, within our network. Sacramento County LDA # 2016-01

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