Living Trust Preparation
We prepare a revocable living trust package from the decisions and information you provide in our online questionnaire, for an individual or a married couple.
Start a Living Trust QuestionnaireGeneral information about living trusts
A revocable living trust is a written document in which a person (the trustor or settlor) creates a trust, typically serves as its initial trustee, and names successor trustees and beneficiaries. Assets are placed into the trust by retitling them in the name of the trustee. A revocable trust can generally be amended or revoked by the trustor during their lifetime.
A pour-over will is a will that directs any property not already in the trust at death to be transferred into the trust.
The information on this page is general and educational. It is not legal advice and is not a recommendation about which document is right for you. If you have questions about your legal rights or options, please consult a licensed California attorney.
What our questionnaire collects
- Whether the trust is for you alone or for you and your spouse or registered domestic partner
- The name of the trust
- Your children and, if applicable, grandchildren
- Successor trustees and alternates you choose
- A guardian for minor children, if you choose to name one
- How property left to young beneficiaries is to be held, based on the options you select
- Your beneficiaries and the shares you assign, plus any specific gifts
- Real estate, accounts, and other property you want listed on the trust's schedule of assets
- Optional final arrangement instructions
What you receive
- Revocable living trust document
- Pour-over will (one for each trustor)
- Schedule of trust assets, based on the property you list
- Certification of trust
- General signing and notarization instructions
Fees
Individual trust package: [$000] · Joint trust package (married couple): [$000] · Trust transfer deed (each): [$000]. Your exact fee is stated in your written service contract before any work begins.