A Legal Document Assistant registered in CALIFORNIA who has also been trained and certified in estate planning by an American Bar Association accredited attorney and the California Association of Legal Document Assistants.

One who is registered and bonded in California and can assist Californians in filling out legal forms and/or trust templates created by its Judicial Counsel as well as legal software created by attorneys/legal professionals.

An affordable estate plan that consists of a professional Revocable Trust, Pour-Over Will, Durable Power of Attorney (DPOA) and an Advanced Health Care Directive (AHCD).

Still, an affordable estate plan that consists of a professional Revocable Trust, Pour-Over Will, Durable Power of Attorney (DPOA) and an Advanced Health Care Directive (AHCD) + PERSONAL SAFEGUARD ADD ONS Inquire Within*

 A pass-through entity for assets over $184,500 that allows YOU and YOUR FAMILY to avoid probate and can be changed/amended at any time by the trust creator.

A married/domestic couples trust where the surviving spouse/partner is free to manage the trust assets as they see fit, without any restrictions or limitations. 

A trust that blended families or domestic partners use to share assets when a trustee passes on. The “A” trust supports the surviving spouse/partner’s described share and the “B” trust supports beneficiaries/children’s described share from the deceased spouse/partner.

This trust instrument can protect people with special needs, so upon inheritance, they won’t lose their government benefits.

A legally enforceable arrangement providing for the care and maintenance for your fur baby.

Person who creates a trust to protect their assets, assigns successor trustees and beneficiaries.

Person named by the trustee who benefits from the trust and/or will oversee the administering of the trust until they pass on.

Person who benefits from assets given to them in a trust.

Occurs after a trustee/trust creator/successor trustee passes away.

A person or entity (can also be a beneficiary) appointed to manage and distribute assets held within a trust, acting as a fiduciary and ensuring the trust's terms are followed.

2025 State of California fair market value amount of assets that requires a formal probate procedure.

A legal document containing instructions as to what should be done with one's assets after one's death as well as nominates guardians for minor children but does not avoid probate.

Directs your executor to add assets to your revocable trust if not listed in trust when you pass on but does not directly avoid probate.

Too often is an arduous court process involvement and/or supervision that all American families (with fair market value assets) have to face upon their loved one’s passing.

A timely and unnecessarily expensive procedure where the court supervises legal compliance of every activity of the estate administration done by an executor or administrator.

The maximum fee amount created by the probate court that allows an attorney and/or executor to receive cover their costs.

A legal document that upon signing allows someone (the "principal") to designate another person (the "agent") to make financial or healthcare decisions on their behalf only on incapacity but can be revoked at any time as long as the principal is not legally incapacitated.

A legal document which allows you to record your decisions about future health care treatment in the event you are no longer able to make your own decisions.

A court order that appoints someone to oversee the financial affairs of a minor or an adult person who is mentally or physically incapacitated.

A legal relationship where the court grants a legal guardian authority to make decisions on behalf of a minor or sometimes an incapacitated adult.

A notary is one who is authorized to perform acts in legal affairs, in particular witnessing signatures for trust documents.