Sample Documents

Preview the attorney-prepared estate planning portfolio you receive in each Living Trust package.

What you’re looking at: the first two pages of a real Living Trust portfolio prepared from our production templates with fictional placeholder information (the Smith family). Each page carries a visible SAMPLE watermark. Every document we prepare for you is personalized with your information, watermark-free, and reviewed and signed off by Rozsa Gyene, Esq., California State Bar #208356, before delivery.

Single Living Trust Plan

$400 · for individuals

A complete revocable living trust portfolio for an individual, plus the ancillary documents the trust depends on.

Includes

  • Revocable Living Trust (with Schedule of Assets)
  • Certification of Trust
  • Pour-Over Will (names guardians for minor children)
  • General Durable Power of Attorney
  • Advance Health Care Directive
  • HIPAA Authorization
  • Trustee Affidavit
  • Assignment of Personal Property
  • Personal Property Memorandum
  • Digital Vault, secure storage
2-page preview · PDF Open full sample PDF →

Joint Living Trust Plan

$500 · for married couples

A shared revocable living trust portfolio for married couples, plus matching ancillary documents for each spouse.

Includes

  • Joint Living Trust (with Schedule of Assets)
  • Certification of Trust
  • Pour-Over Will (for both; names guardians for minor children)
  • General Durable Power of Attorney (for both)
  • Advance Health Care Directive (for both)
  • HIPAA Authorization (for both)
  • Trustee Affidavit
  • Assignment of Personal Property (for both)
  • Personal Property Memorandum (for both)
  • Digital Vault, secure storage
2-page preview · PDF Open full sample PDF →
Will Plan samples coming soon. Our Will Plans ($150 single / $250 joint) are available to purchase; sample previews of the will package are being prepared and will be added here shortly.
How your documents will differ from the sample. Sample previews use fictional placeholder information (the Smith family) and carry a visible SAMPLE watermark on every page. The documents we prepare for you are personalized with your information, watermark-free, and attorney-prepared and reviewed before delivery.
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