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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Questions? In Office Appointments Available.

LDA PRO Estate Planning Intake - Formstack
* START ONLINE - Please choose one:*
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.
Are you a US citizen?*
Do you want to specifically disinherit your spouse?*
Is your Spouse a US citizen? *
Full street address, including city, state, and zip code.
ESTATE ASSETS - Please check all assets:*
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 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 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 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
* 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
DISINHERITING - Is there anyone you specifically DO NOT want to receive anything from your estate?*
CHILDREN - Check all that apply:*
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 - Please Check All That Apply:*
PLEASE NOTE: "Special Gifts" are distributed first, then the remainder of your estate is distributed amongst the beneficiaries you specify.
DISTRIBUTION OF PERSONAL PROPERTY:*
PLEASE NOTE: After all "Special Gifts" have been made this is how the remainder of your personal property to be distributed.
DISTRIBUTION OF ESTATE - After all special gifts have been made, how do you want the remainder of your estate distributed to each beneficiary?*
After all special gifts have been made, this is how you would like your beneficiaries to receive your estate.
ALTERNATE BENEFICIARIES: If a Beneficiary Pre-Deceases their Inheritance: *
You may choose "Other" and write in specifics regarding contingent or alternate beneficiaries, for each listed beneficiary.
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.
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.
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.
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.
Follow-up questions will be emailed to you, regarding specific details.
Follow-up questions will be emailed to you, regarding specific details.
Follow-up questions will be emailed to you, regarding specific details.
Follow-up questions will be emailed to you, regarding specific details.
Follow-up questions will be emailed to you, regarding specific details.
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 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 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:*
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.
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: *
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.
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.
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.
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:*
List any special medical treatment you do or do not wish to have.
SPOUSE - CHOICE TO PROLONG LIFE - Please choose one:*
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?*
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.
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Use your mouse or finger to draw your signature above