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.
Documents We Prepare
Revocable Living Trust, Pour-Over Will, Certification of Trust, Schedule of Assets.
Who This Is For
For individuals who want to prepare their estate planning documents.
Documents to Gather for Your Living Trust
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.
Frequently Asked Questions
What's the difference between a living trust and a will?
A will directs who gets your property but still goes through probate — the public, often lengthy court process. A living trust generally lets your estate pass to your beneficiaries without probate, saving time and cost. We prepare the trust documents at your direction; you decide what goes in it.
Does a living trust avoid probate in California?
That's the main reason people create one — a properly funded revocable living trust generally lets assets pass to your beneficiaries without going through California probate. Whether it's right for you is a legal decision we can't advise on, but if you direct us to prepare one, we handle the documents.
How much does a living trust cost compared to an attorney?
Preparing your trust documents through an LDA typically costs a fraction of law-firm estate-planning fees. After your free intake we quote a flat price up front — no hourly billing.
What documents come with a living trust package?
Typically the Revocable Living Trust itself, a Pour-Over Will, a Certification of Trust, and a Schedule of Assets — and we can prepare a trust transfer deed if real estate goes into the trust. You direct what to include.
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Ready to Get Your Documents Prepared?
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.
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