The safety net of a trust-based plan. A pour-over will directs anything you didn't move into your trust during your lifetime into the trust at your death, and names the guardian you choose for minor children. $350 as an individual document, or included in the Complete Estate Plan Package.
If illness or injury ever leaves you unable to manage your finances, the agent you chose, not a court-appointed conservator, can handle your banking, bills, and property. $350 as an individual document, or included in the Complete Estate Plan Package.
Put your medical wishes in writing and name a trusted person to make health care decisions when you can't. Doctors and hospitals know exactly who decides and what you want. $350 as an individual document, or included in the Complete Estate Plan Package.
Banks, brokerages, and title companies often ask for proof of your trust. A certification of trust gives them the key facts without handing over the full document, so your private terms stay private. $350 as an individual document.
Married, divorced, welcomed a grandchild, or want to change a trustee or beneficiary? Trust amendments and document updates are prepared at your direction for $350 per document.
Andrew Aguirre is a Legal Document Assistant, registered in Los Angeles County, Registration No. 2023113603 (exp. 5/15/2027). I am not an attorney. I can only provide self-help services at your specific direction. I cannot provide legal advice, select forms for you, or represent you in court. If you need legal advice, please consult a licensed attorney.
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