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LDA PRO
Legal Document Assistants
Living Trust & Will
3 Steps
Complete Client Intake Form and Pay Online.
LDA PRO Prepares and Emails Documents.
(3 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
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* START ONLINE - Please choose one:
*
Single Person - Revocable Living Trust Package $599
Married 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 a simple probate avoidance trust, 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:
*
My spouse and I will be establishing the trust together.
I will be establishing the trust, without my spouse, individually.
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:
Other Value
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?
*
0
1
2
3
4
5
6
Other:
Other Value
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?
*
0
1
2
3
4
5
6
Other:
Other Value
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?
*
0
1
2
3
4
5
6
Other:
Other Value
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 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:
Other Value
Please check only two options above.
2nd Disbursement At Age _____
*
Age 18
Age 21
Age 25
Other:
Other Value
Please check only two options above.
1st Disbursement At Age _____
*
Age 18
Age 21
Age 25
Other:
Other Value
Please check only three options above.
2nd Disbursement At Age _____
*
Age 18
Age 21
Age 25
Other:
Other Value
Please check only three options above.
3rd Disbursement At Age _____
*
Age 18
Age 21
Age 25
Other:
Other Value
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.
In the Trustee's Discretion.
Other:
Other Value
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:
Other Value
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):
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:
*
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:
*
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.
Do Not Include 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.
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 Only If Incapacitated.
Do Not Include 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.
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.
HEALTHCARE DIRECTIVE | END OF LIFE CHOICES:
*
Effective Immediately.
Effective Only If Incapacitated.
Do Not Include Healthcare Directive.
INCAPACITATED: Diagnosed by 2 licensed physicians as being incompetent in handling your own personal affairs and/or finances. Healthcare Directive, allows someone you appoint as your Agent, to make healthcare decisions, while you are alive.
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 HEALTHCARE DIRECTIVE | END OF LIFE CHOICES:
*
Effective Immediately.
Effective Only If Incapacitated.
Do Not Include Healthcare Directive.
INCAPACITATED: Diagnosed by 2 licensed physicians as being incompetent in handling your own personal affairs and/or finances. Healthcare Directive, allows someone you appoint as your Agent, to make healthcare decisions, while you are alive.
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 and End Of Life Choices 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 and End Of Life Choices for Agent (s):
List any special medical treatment you do or do not wish to have.
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 -
NOTICE TO CONSUMER DO NOT SIGN ANYTHING UNTIL YOU SCROLL TO READ THIS PAGE You understand… that LDAs affiliated with Legal Document Assistants are not attorneys. 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 case you want filed. 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:
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