ESTATE PLANNING DOCUMENTS

LEGAL DOCUMENT ASSISTANTS

 

SACRAMENTO – PLACER – YOLO – YUBA
Serving Throughout California

EXPERIENCE

Since 2007, we have helped prepare a variety of legal documents. Each Legal Document Assistant, LDA, has their own field, they specialize in. If we can’t find an LDA, that can help you  prepare your paperwork, we have an awesome team of attorneys that can help with your case. You can schedule an appointment with a Contract Paralegal in Sacramento and surrounding areas. A Legal Document Assistant in Sacramento will be there to answer all your questions and concerns. Legal Document Assistants in Sacramento County, has been helping clients for years prepare legal documents.

IMPORTANCE OF ESTATE PLANNING

If you don’t create a Last Will & Testament or Living Trust the state will control who receives your assets. We all work hard for our money. We also should want control over who receives our assets after death. If you own a home or have a savings account in excess of $150,000 a revocable living trust is extremely important. If you pass away your loved ones can avoid probate court with a simple revocable trust.

TRUST & PROFFESSIONALISM

Our team consists of registered and bonded Legal Document Assistants. All your information remains confidential. We are members of CALDA, California Association of Legal Document Assistants and the BBB, Better Business Bureau.  If you don’t need legal advice, you shouldn’t have to pay for it. We are priced competitively and provide dynamic service, to all our clients. We even have payment plan programs if you need help starting the process.

ESTATE PLANNING DOCUMENTS – LEGAL DOCUMENT PREPARATION

Last Will & Testament – $199

 A will or testament is a legal document by which a person, the testator, expresses their wishes as to how their property is to be distributed at death, and names one or more persons, the executor, to manage the estate until its final distribution.

Healthcare Directive – $129

 The California Health Care Decisions Law, effective July 1, 2000, consolidated previous advance directives into the new Health Care Directive (AHCD). Advancehealth care directivesallow you to have legal control over your health care treatment in the event that you are unable to speak for yourself.

Power Of Attorney – Starts $129

power of attorney is a legal document that gives someone the power to act on behalf of someone else. A Durable Power of attorney in California allows the agent to make all financial decisions for the principal, even if the principal becomes incapacitated.

LIVING TRUSTS

A trust can prevent the probate process and get your assets to your loved ones much more efficiently and has other benefits during your life as well.

Single Person Living Trust – Starts $499

Includes: Trust, Will, and Durable Power Of Attorney. Does Not Include Deed Transfers. Deed Transfer Is Charged Separately.

Couples Living Trust – Starts $599

Includes: Trust, Will, and Durable Power Of Attorney. Does Not Include Deed Transfers. Deed Transfer Is Charged Separately.

Living Trust Deed Transfers – $99

Each Property Must Be Transferred Into the Living Trust, Once The Trust Has Been Created. Price Does Not Include Mandatory Government Fees Of $75 Document Processing and $21 Copy Fee, Per Deed Transfer.

TRANSFER DEED – LEGAL DOCUMENT PREPARATION

Grant Deed & Quitclaim Deed – Interspousal Transfer Deed – Starts $199

 A grant deed can be used when property is being sold from one person to another, or to transfer real property into a living trust. Quitclaim Deed – A quitclaim deed can be used for the transferof real property in California of an unrecorded or recorded interest from a grantor to a grantee.An “interspousal transfer deed” transfers title (ownership) between a married couple. A gift given by one spouse to the other during the marriage is considered “separate” (owned separately), not “marital” (mutually-owned) property.

Deed Of Trust & Promissory Note – Starts $299

 A deed of trust, also called a trust deed, is the functional equivalent of a mortgage. It does not transfer the ownership of real property, as the typical deed does. Like a mortgage, a trust deed makes a piece of real property security (collateral) for a loan. If the loan is not repaid on time, the lender can foreclose on and sell the property and use the proceeds to pay off the loan.

Transfer On Death Deed – Starts $199

 If you are the only owner, or if your coowner has already passed away, your heirs receive the property. In order to put their name on the title, they notarize and record a simple form called Affidavit of Death of Transferor under TOD Deed, along with a death certificate.

LEGAL DOCUMENT ASSISTANTS – PARALEGAL SERVICES

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