Living Trust Estate Planning Service California Registered Legal Document Assistants

* START ONLINE - Please choose one:*

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

Complete this intake form and pay online to get started. Our Registered LDAs prepare your estate planning binder, within 3 business days. Once you approve the final documents, we schedule in office notarization, $15 per signature notarized.

Please choose one:*

Spouse and I will be establishing the trust together. I will be establishing the trust alone, without my spouse.

Do you want to specifically disinherit your spouse?*

Yes No

Name:*

Date Of Birth:*

Are you a US citizen?*

Yes No

Spouse Full Name:*

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, if you choose.

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 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

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

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:*

List who you would want to appoint as legal guardian, if you pass away. You may list an "Alternate Guardian", in case the Legal Guardian, is unable to perform. If you are married your spouse will automatically be listed as guardian and if both of you pass away, the person you list here will be appointed guardian.

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. If you are married your spouse will automatically be listed as children's trustee and if both of you pass away, the person you list here will be appointed children's trustee.

MINIMUM AGE BENEFICIARIES OBTAIN PROCEEDS - Please choose one:*

Age 18 Age 21 Age 25 Age 30 No Minimum Age Requirement

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 _____

1st Disbursement At Age _____ *

Age 18 Age 21 Age 25

Other:

Please check only two options above.

2nd Disbursement At Age _____ *

Age 18 Age 21 Age 25

Other:

Please check only two options above.

1st Disbursement At Age _____ *

Age 18 Age 21 Age 25

Other:

Please check only three options above.

2nd Disbursement At Age _____ *

Age 18 Age 21 Age 25

Other:

Please check only three options above.

3rd 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 Individuals Personal Items to Individuals Cash to Organizations Personal Items to Organizations Real Property to Individuals Real Property to Organizations

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:*

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

CONTINGENT 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 specifics regarding contingent 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):