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Create Your California Living Trust

Complete this questionnaire to build your comprehensive estate plan with attorney review

Takes about 10-12 minutes
1
Personal
2
Family
3
Assets
4
Beneficiaries
5
Guardians
6
Executors
7
Trustees
8
Power of Attorney
9
Healthcare
10
Review
Step 1 of 10 • About 10 minutes left

Let's start with your basic information

This information will be used to create your living trust documents.

Enter your name exactly as it appears on your driver's license

Tell us about your family

This helps us structure your trust appropriately.

Children Information

What assets will be in your trust?

List the major assets you want to include in your living trust.

What to Include

You don't need account numbers or exact values. Just provide general descriptions:

  • Real Estate: Property address (e.g., "123 Main St, Los Angeles")
  • Bank Accounts: Bank name + account type (e.g., "Chase checking account")
  • Investments: Brokerage name + type (e.g., "Fidelity IRA")
  • Other: Description only (e.g., "2020 Toyota Camry")

Who will inherit your assets?

Specify how your trust assets will be distributed.

Adding Beneficiaries

You can add any beneficiary and specify what percentage of your estate they should receive. You can also create staged distributions based on age. ? You can specify that young beneficiaries receive their inheritance in stages (e.g., 25% at age 25, 50% at age 30, remainder at age 35) rather than all at once.

Choose guardians for your minor children ? The person who will raise your minor children if both parents pass away. Courts give strong weight to your written wishes.

Select trusted individuals who will care for your children if something happens to you.

Why Choose a Guardian?

A guardian will have legal responsibility for your minor children's care, including their daily needs, education, and general welfare.

Choose your executors

Select people to carry out the instructions in your will.

What is an Executor?

An executor is responsible for managing your estate through the probate process, including gathering assets not in your trust, paying final debts and taxes, and distributing any remaining assets according to your pour-over will. The pour-over will ensures any assets not titled in your trust's name are transferred to your trust after death.

Who will manage your trust?

Choose trustees to manage your trust assets.

What is a Successor Trustee?

Your successor trustee takes over managing your trust if you become incapacitated or after both you and your spouse (for joint trusts) pass away. They will:

  • Distribute assets to your beneficiaries according to your instructions
  • Pay any outstanding debts and taxes
  • Handle trust paperwork and legal requirements

While you're alive and well, YOU are the trustee and remain in full control. Your successor only steps in when needed. Most people choose an adult child or trusted friend.

Durable Power of Attorney

Choose someone to make financial decisions if you become unable to do so.

What is a Durable Power of Attorney?

This person will have the authority to manage your financial affairs, pay bills, and make financial decisions on your behalf if you become incapacitated.

Save time on the next step:

If checked, your POA agent's info will be pre-filled in the Healthcare section.

Healthcare Preferences

Healthcare agents, organ donation, and medical record access - all in one step.

Healthcare Agent

This person will have the authority to make medical treatment decisions on your behalf if you become unable to communicate your wishes.

Organ Donation

HIPAA Authorization

Your healthcare agent is automatically authorized to access your medical records.

Add additional people who should have access to your medical information:

Review your information

Please confirm everything is correct before proceeding.

✅ What's Included

Complete Living Trust Package ✓
Pour-Over Will ✓
Durable Power of Attorney ✓
Advance Healthcare Directive ✓
HIPAA Authorization ✓
Certificate of Trust ✓
Personal Property Assignment & Memorandum ✓
Attorney Document Review Competitors charge $299/year
$0

Your documents reviewed by CA Bar Attorney #208356

Total Cost

$400
Single Living Trust Plan

🔗 Quick Links

Have a question? We're here to help!

Contact us or check our resources:

📞
(818) 291-6217
Call us Mon-Fri, 9am-5pm PT
 💬
(818) 434-4541
Text us anytime
 ✉️
rozsagyenelaw@yahoo.com
Email us anytime

Common Questions:

→ Living Trust FAQ → Step-by-Step Guide

Your Estate Plan Team

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