Living Trust Documents

Revocable Living Trust, Pour-Over Will, Certification of Trust, and Schedule of Assets.

California Legal Document Excellence, LLC is not a law firm and does not provide legal advice or legal representation.

What It Is

Document preparation for individuals creating their own estate planning paperwork.

Revocable Living Trust, Pour-Over Will, Certification of Trust, Schedule of Assets.

For individuals who want to prepare their estate planning documents.

Note: We prepare documents at your direction. We do not provide legal advice.

To prepare your trust documents, please gather:

Full legal names and dates of birth for all trustees and beneficiaries
Addresses for all trustees and beneficiaries
Deeds or titles for any real property to be included
List of financial accounts you want to include (account numbers not required yet)
Vehicle titles (if including vehicles)
Names and contact information for your successor trustee(s)
Names and ages of any minor beneficiaries
Existing will or estate documents (if any)

We prepare the documents at your direction. You decide what goes into your trust — we handle the paperwork.

Start with a free consultation — tell us what you need and we'll take care of the rest. Pricing provided after intake — your consultation is free.