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Create Your California Living Trust

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

1
Personal
2
Family
3
Assets
4
Beneficiaries
5
Guardians
6
Executors
7
Trustees
8
Power of Attorney
9
Healthcare
10
Organ Donation
11
HIPAA
12
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

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.

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.

Choose guardians for your minor children

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.

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.

Advance Health Care Directive

Choose someone to make medical decisions if you cannot.

What is an Advance Health Care Directive?

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

Organ Donation Preferences

Specify your wishes regarding organ donation.

HIPAA Authorization

Choose who can access your medical information.

What is HIPAA Authorization?

This allows designated individuals to access your medical records and communicate with healthcare providers about your condition.

Your HIPAA Authorized Individuals

You can authorize multiple people. They will typically include your healthcare agent and family members.

Review your information

Please confirm everything is correct before proceeding.

Total Cost

$400
Single Living Trust Plan

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