Professional preparation and organization of California living trusts and estate planning documents, including revocable living trusts, pour-over wills, powers of attorney, advance health care directives, and related documents based on the client’s information, decisions, and instructions.
Living Trust and Estate Planning Documents
We can assist with the preparation and organization of documents involving:
Revocable Living Trust Documents and Pour-Over Wills.
Preparation and organization of California revocable living trust documents based on the client’s information and instructions, including provisions for beneficiaries, successor trustees, distribution of trust assets, and trust administration
Preparation and organization of California pour-over wills designed to work together with a living trust, based on the client’s information, decisions, and instructions.
Durable Financial Powers of Attorney and Advance Health Care Directives
Preparation and organization of California durable powers of attorney for financial and property matters, based on the client’s decisions and instructions regarding the appointment of agents and the authority to be granted.
Preparation and organization of California advance health care directives based on the client’s health care decisions and instructions, including the designation of health care agents and the documentation of treatment preferences.
Certification of Trust Funding & Asset Transfer Documents
Preparation and organization of documents used to assist with transferring assets into a living trust, including assignments of personal property, trust transfer instructions, and related supporting documents based on the client’s information and instructions.
Preparation and organization of certifications of trust and related supporting documents used to provide information about the trust while helping maintain the privacy of the complete trust document.
Trust Administration, Amendments and Restatements
Preparation and organization of amendments and restatements to existing living trusts based on the client’s requested changes, information, and instructions.
Preparation and organization of documents related to the administration of an existing trust, including trustee correspondence, beneficiary notices, asset and document organization, and related administrative paperwork based on the client’s information and instructions.
Professional Estate Planning Document Preparation
Each estate planning matter is handled with careful attention to organization, accuracy, consistency, and the proper preparation of documents based on the information, decisions, and instructions provided by the client.
Ready to Get Started?
Contact us to discuss your living trust or estate-planning document preparation needs and to schedule an appointment.
Compliance & Legal Support Office
930 Roosevelt, Suite 333
Irvine, CA 92620
Phone: 949-208-1567
Email: info@legalsupport.expert
Website: LegalSupport.Expert