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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
Step 1 of 10 • About 10 minutes left
Your progress is saved automatically.
Your information is encrypted and never sold.
1
Personal
2
Family
3
Assets
4
Beneficiaries
5
Guardians
6
Executors
7
Trustees
8
Power of Attorney
9
Healthcare
10
Review

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
Used to generate correct pronouns in your documents (his/her, himself/herself).
Leave blank and we'll name it using your legal name.
Pick the date you plan to sign and notarize your documents.

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.

Per stirpes is the default. Choose "other surviving beneficiaries" to redistribute pro rata, or "specific individuals" to name them yourself (equal shares).
Heirs at law is the default. The other options work the same way as above.
These are gifts off the top, separate from the percentage-based residue above. Examples: a piece of jewelry, a vehicle, a fixed dollar amount.

Choose guardians for your minor children

Select trusted individuals who will care for your children if something happens to you. A guardian is the person who will raise your minor children if both parents pass away — courts give strong weight to your written wishes.

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 you pass away or can no longer manage the trust. 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.

You will serve as the initial trustee of your trust during your lifetime.

This keeps your trust revocable and avoids any property-tax reassessment of your home. A successor trustee (below) takes over only when you are no longer able to serve.

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 — most people use the same person for these roles

These are pre-filled in the Healthcare step. Uncheck either one if you'd rather name a different person.

Healthcare Preferences

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

1. Agents

Healthcare Agent

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

Your Treatment Preferences

These are your end-of-life wishes. The precise statutory wording appears in the Advance Health Care Directive itself; here we just need your choices.

2. End-of-life decisions
3. Pain relief

Provide treatment to alleviate pain or discomfort at all times, even if it hastens my death.

4. Organ Donation (optional — tap to expand)
5. HIPAA Authorization (optional — tap to expand)

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

No assets listed yet

A living trust only avoids probate for assets you actually place in it. You haven't listed any assets — you can add them now, or continue and add them later.

Your Estate Plan Team

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