Living Trust Estate Planning Service California Registered Legal Document Assistants

* START ONLINE - Please choose one:*

Single Persons Revocable Living Trust Package $599 Married Couples Revocable Living Trust Package $699

Legal Document Assistants, prepare and notarize your estate planning binder, along with providing instructions for properly funding the trust.

ESTATE ASSETS - Check all assets, that you would like transferred into the trust:*

Real Estate: Single Family Residence, Multi-Plex, Commercial, Land, Modular Home, Mobile Home Bank Accounts Investment Accounts, Stocks, Bonds IRA, SEP IRA, 401K, 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.

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?*

None 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

Your Name:*

Your Date Of Birth:*

Your Address:*

Email:*

Phone:*

Are you a US citizen?*

Yes No

Spouse Full Name:*

Spouse Date Of Birth:*

Is your Spouse a US citizen? *

Yes No

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

List all 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:*

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:*

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

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 - Are you making any special gifts to individuals or organizations?*

None Cash / Asset to Individual (s) Cash / Asset 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.

SPECIAL GIFTS TO INDIVIDUALS (CASH OR PROPERTY OTHER THAN REAL ESTATE) - (*) Full Name Of Beneficiary (*) Relationship (*) Description Of Gift:*

SPECIAL GIFTS TO ORGANIZATIONS (CASH OR PROPERTY OTHER THAN REAL ESTATE) - (*) Organization Name (*) Description Of Gift:*

SPECIAL GIFTS OF REAL PROPERTY - (*) Property Address (*) Full Name Of Beneficiary (*) Relationship:*

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

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

Equal Distribution Specific Percentage To Each Beneficiary

How you want your estate distributed, after all gifts have been made.

LIST ALL BENEFICIARIES FOR EQUAL DISTRIBUTION OF ESTATE- (*) Full Name (*) Relationship:*

LIST ALL BENEFICIARIES FOR DISTRIBUTION OF ESTATE - (*) Full Name (*) Relationship (*) Specify Percentage For Each:*

ALTERNATE BENEFICIARIES: *

Distribute Deceased Beneficiary's Share Equally Among Surviving Beneficiaries Re-distribute Deceased Beneficiary's Share To Their Children, If Living

If one of your beneficiaries pre-deceases their inheritance.

ALTERNATE BENEFICIARY INFORMATION - (*) Full Name Of Original Beneficiary (*) Relationship To Original Beneficiary (*) Full Name Of Alternate Beneficiary:*

If one of your beneficiaries pre-deceases their inheritance.

REAL ESTATE - List property addresses:*

REAL ESTATE OWNED JOINTLY - List property addresses:*

REAL ESTATE OWNED SEPARATELY - List property addresses:*

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

FIREARMS - List description of registered firearm(s):