Legal Document Assistants

ESTATE PLANNING

EXPERIENCE & PROFESSIONALISM

 

Since 2007, we have helped clients prepare a variety of legal documents. Each Legal Document Assistant, LDA, has their own field, they specialize in. Our Legal Document Assistants are highly qualified to prepare your legal documents. We also can refer you to an attorney in our coorperating referral network. We have an A+ Rating with the Better Business Bureau.

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.

REGISTERED & BONDED BBB A+ RATING

 

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.

ESTATE PLANNING DOCUMENT PREPARATION

Last Will & Testament

$249

 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). Advance health care directives allow you to have legal control over your health care treatment in the event that you are unable to speak for yourself.

Power Of Attorney

$129

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

REVOCABLE LIVING TRUSTS

 

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

Single Person Living Trust

Starts $699

Includes: Initial consultation with Cooperating Attorney, Revocable Trust, Pour Over Will, Healthcare Directive, and California Durable Power Of Attorney. Also Includes 2 Deed Transfers. Does Not Include County Recorder Fees.

Couples Revocable Living Trust

Starts $799

Includes: Initial consultation with Cooperating Attorney, Revocable Trust, Pour Over Will, Healthcare Directive, and California Durable Power Of Attorney. Also Includes 2 Deed Transfers. Does Not Include County Recorder Fees.

Living Trust Deed Transfers

$129

Each Property Must Be Transferred Into the Living Trust, Once The Trust Has Been Created.  If you have more than 2 properties, we charge per deed thereafter. Price Does Not Include Mandatory Government Fees Of $75 Document Processing and $21 Copy Fee, Per Deed Transfer.

TRANSFER DEED PREPARATION

Grant Deed | Quitclaim Deed

Starts $199

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 transfer of real property in California of an unrecorded or recorded interest from a grantor to a grantee.

Inter-Spousal Transfer Deed

Starts $199

An “inter-spousal 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.

Transfer On Death Deed

Starts $199

 Avoid probate and  the expense of a Living Trust. If you are the only owner, or if your co-owner has already passed away, your beneficiary will 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

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LEGAL DOCUMENT ASSISTANTS

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