Your will or living trust, prepared from your answers.
Answer a clear, step-by-step questionnaire, one question per screen. Your answers save as you go. We prepare your estate planning documents at your direction, typed and formatted, ready for you to review, sign, and notarize.
For California residents. No account needed. Pick up where you left off at any time.
Estate planning documents for California residents
Choose the document set you want prepared. The questionnaire adjusts to your choice and only asks the questions that apply to you.
Simple Will Preparation
A typed last will and testament prepared from the names, wishes, and details you provide.
- Executor and alternate executor you name
- Guardian for minor children, if you choose to name one
- Beneficiaries and specific gifts you list
- Individual wills for each spouse, if requested
Living Trust Preparation
A revocable living trust package prepared from your answers, for an individual or a married couple.
- Revocable living trust document
- Pour-over will
- Successor trustees and beneficiaries you list
- Schedule of assets you identify
Four straightforward steps
Answer
Complete the online questionnaire. One question per card, with notes about what each question is asking for.
Save & return
Your progress saves automatically. Use your private resume link to finish later on any device.
Review
Review every answer on one summary page, make changes, then submit with your acknowledgments.
Prepare & sign
After you sign our written service contract, we type your documents exactly as you directed, for you to review and sign.
What a Legal Document Assistant does
A California Legal Document Assistant (LDA) is registered with the county and bonded to help people who are representing themselves prepare legal documents. We type and format documents based on your decisions and the information you provide.
I am not an attorney and may not perform the legal services that an attorney performs.
I cannot give legal advice, explain your legal rights or options, or recommend which forms or strategies to use.
Frequently asked questions
Do I need to create an account?
No. You can start right away. Your answers are saved to a private resume link that only you receive. Keep it somewhere safe, because anyone with the link can view your answers.
Who can use this service?
Our estate planning document preparation is available to California residents.
Will you tell me whether I need a will or a trust?
No. Because we are not attorneys, we cannot advise you on which document to choose or how to structure your plan. We can share general information about what each document is. For advice about your situation, please consult a licensed California attorney.
When do you start preparing my documents?
After you submit your questionnaire, we send you our written service contract describing the services and fees. We begin preparing your documents only after the contract is signed, as California law requires. You have 24 hours after signing to cancel.
How do I sign my documents?
When your documents are ready, you review them and follow the signing instructions included with them. A will is generally signed in front of witnesses, and a trust is generally signed in front of a notary. Questions about valid execution should be directed to an attorney.