Estate Planning Document Preparation

Revocable living trust packets, individual document preparation, and B2B services for financial advisors and estate planning lawyers.

View Trust Packets & FeesContact Andrew
Andrew Aguirre reviewing estate planning documents at his Arcadia office

Revocable Living Trust with Ancillary Documents

The packet includes:

  • Revocable Living Trust
  • Pour-over Will
  • Certification of Trust
  • Power of Attorney for Financial Management
  • Advance Healthcare Directive
  • One Deed Recording

Notarization and recording fees are not included in the packet.

View Trust Packets & Fees

Individual Document Preparation

Individual document preparation is also available. View the full list of documents and fees.

View Individual Documents & Fees

B2B Services

Document preparation services for financial advisors and estate planning lawyers.

Explore B2B Services

59 E Foothill Blvd., Suite 101
Arcadia, CA 91006

I am not an attorney. I can only provide self-help services at your specific direction. Andrew Aguirre, Legal Document Assistant. Registration #: 2023113603 — Los Angeles County. Expires May 15, 2027. 59 E Foothill Blvd., Suite 101, Arcadia, CA 91006. Phone: 213-563-5305.

Estate Plan Portfolio provides legal document assistant services only. We are not a law firm and do not provide legal advice, select forms for you, or represent you in court. Recording, notary, and other third-party fees are separate unless the written agreement states otherwise.

Copyright © 2026 Estate Plan Portfolio · All Rights Reserved.Privacy Policy