Proudly Serving All Counties Across California
LDA Pro Legal specializes in preparing comprehensive living trust packages designed to help clients avoid probate.
Living Trust Intake Form
To begin the living trust document preparation process, simply complete the intake form and submit payment. Your living trust package will be personally prepared by a Registered Legal Document Assistant (LDA). Any follow-up questions will be sent to you directly via email. The typical turnaround time is 5 to 7 business days.
Revocable Living Trust Preparation For:
*
Individual Person (Single or Married) - $799
Married Couple - $899
Marital Status:
*
Single
Married
Divorced
Widowed
Do you need to revoke an existing Revocable Living Trust?
*
No
Yes
Please provide the full name and date of the previously established Revocable Living Trust:
*
The Revocable Living Trust Package Includes:
A basic "Probate Avoidance" Trust package includes the following documents: Revocable Living Trust, Trust Certification, Trust Declaration, Pour-Over Will, Advance Healthcare Directive, Durable Power of Attorney, and Real Property Trust Transfer Deeds. If minor children are involved, Guardianship provisions and Trustee designations for minors are also included.
Estate Assets (Except Any Items That Already Have a Beneficiary Such As: Life Insurance and Retirement Accounts - They Are Not Included In a Will or Trust) Please Check:
*
Real Estate, Single Family Residence, Multi-Plex, Commercial, or Land
Vehicles, Motor Homes, RV
Bank Accounts
Investment Accounts, Stocks, or Bonds
Business, Sole Proprietor, Corporation, Partnership, LLC
Approximate Total Estate Worth:
Example: $1,725,000
Real Estate Trust Transfer Deeds
The trust package includes one Real Property Trust Transfer Deed. Each additional property that needs to be transferred into the trust is $199.
Please select the number of real properties owned by either you or your spouse, if applicable, that you need transferred into your trust:
*
1 (Included)
2 ($199)
3 ($398)
4 ($597)
5 ($796)
6 ($995)
Other
Please provide the addresses of the real estate properties:
*
Full property address for each real property, to be transferred into your trust.
Notarization Fees – Due at the Signing Appointment:
In Office - $15 per signature notarized.
Mobile - $99, plus $15 per signature notarized.
Total Fee
Paid at checkout.
Personal Information
Name:
*
Address:
*
Email:
*
example@example.com
Date of Birth:
Phone Number
*
Please enter a valid phone number.
Are you a U.S. Citizen?
*
Yes
No
Co-Trustees
You and your spouse will initially serve as Co-Trustees, meaning you will both act together. Upon the passing of one spouse, the surviving spouse will continue as the sole Trustee.
Spouse Name:
*
Please choose one:
*
My spouse will be one of the beneficiaries listed.
I want to specifically disinherit my spouse.
Spouse Name:
*
Spouse Date of Birth:
Is your Spouse a U.S. Citizen?
*
Yes
No
Do you or your spouse (if applicable) have any living children? Please check all that apply:
*
None
Minor Children
Adult Children
Do you and your spouse own any separate property?
"Yes, we understand that all assets within the trust are considered Community or Jointly Owned Property."
No
Please provide the names of any minor children:
*
Full name (s) and date of birth for each child.
Please provide the names of any adult children:
*
Full name (s) and date of birth, for each child.
Minor Children Legal Guardian
This designation allows you to appoint someone to care for your minor children in the event of your passing. Legal guardians have many of the same rights and responsibilities as parents. If you are married, your spouse will automatically be listed as the guardian. In the event that both you and your spouse pass away, the person(s) you designate here will be appointed as the legal guardian.
Minor Children Legal Guardian:
*
List full name and address of each person who you would want to appoint as legal guardian.
Minor Children Trustee
This provision places the assets in a trustee's care and grants the trustee sole discretion to distribute the assets for the child’s health, education, maintenance, and support until the child reaches specified ages. If you are married, your spouse will automatically be listed as the children’s trustee. In the event that both you and your spouse pass away, the person(s) you designate here will be appointed as the children’s trustee.
Minor Children Trustee:
*
List full name and address of each person who you would want to manage the minor child's inheritance, if you pass away.
Disinheriting
Is there anyone you wish to exclude from receiving any assets from your estate?
*
No
Yes
Please list any individuals you do not wish to receive assets from your estate:
*
Full name and relationship.
Name for the Trust
Please choose one:
"The (Last Name) Family Living Trust".
Other
Please type the name you would like for the Trust:
Start with, "The...
Description of Estate Assets
Please list all assets below. Follow-up questions and additional information regarding the assets to be transferred to the trust will be sent to you directly via email.
Vehicles:
*
Description of vehicles. Follow-up questions will be emailed.
Bank Accounts:
*
Financial institution's name for each bank account. Follow-up questions will be emailed.
Investment Accounts, Stocks and Bonds:
*
Financial institution's name for each investment account. Follow-up questions will be emailed.
Businesses:
*
Business or Partnership name and type of business: Sole, Corporation, or LLC. Follow-up questions will be emailed.
Special Gifts
Special Gifts will be distributed first. Once all Special Gifts have been made, the remaining assets of the estate will be distributed to beneficiaries as specified in the distribution section later on.
Are there any special gifts you wish to distribute to individuals or organizations?
*
No
Yes
Special Gifts to Individuals or Organizations:
*
Full name of beneficiaries, relationship, and description of gift.
Personal Property Distribution
Personal property includes all your personal belongings remaining after any Special Gifts have been distributed. It also encompasses any property that does not have a specific beneficiary designated on an account.
How would you like the personal property to be distributed?
*
Remainder of the Trust Estate.
The Successor Trustee's Discretion.
Other
Personal property should be distributed as follows:
*
Please list the full names of the people who should receive the personal property.
Distribution of Remainder of the Trust Estate
The remainder of the trust estate includes all assets you own after all special gifts have been made and personal property has been distributed. Distribution of the remainder of the trust estate includes assets that are transferred into the trust, as well as assets that do not have a designated beneficiary.
How do you want the remainder of your estate to be distributed?:
*
Equally distributed amongst Beneficiaries.
Specified percentages to each Beneficiary.
Beneficiaries
Persons who will receive your estate, when you pass away.
List all Beneficiaries for the remainder of your estate:
*
Full name (s) of beneficiaries and relationship to you.
Beneficiaries and specified percentages:
*
Full name (s) of beneficiaries and relationship to you. Designate a percentage of the estate to each beneficiary, totaling no more than 100% to be distributed.
Minimum Age Disbursement Schedule for Beneficiaries:
*
100% Disbursement Immediately
1/2 Disbursement at Age _____ 1/2 Disbursement at Age _____
1/3 Disbursement at Age _____ 1/3 Disbursement at Age _____ 1/3 Disbursement at Age _____
1st Disbursement at Age:
*
Minimum Age 18
2nd Disbursement at Age:
*
Minimum Age 18
3rd Disbursement at Age:
*
Minimum Age 18
Contingent Beneficiaries
If a beneficiary predeceases their inheritance, how would you like their share to be distributed?
*
Distribute deceased Beneficiary's share equally amongst surviving Beneficiaries.
Re-distribute deceased Beneficiary's share to their Spouse and Children, if living.
Other
How would you like the deceased Beneficiary's share distributed?
Successor Trustee
An individual responsible for managing the distribution of assets to beneficiaries from a deceased person’s estate.
Successor Trustee (s):
*
Please list the full name, relationship, and address of the Successor Trustee(s). You may also list alternate trustees in case the primary trustee is unable to act.
Executor of Will
An individual responsible for managing the affairs of a deceased person’s probate estate.
Executor (s) of Will:
*
Please list the full name, relationship, and address of the Executor(s) of the Will. You may also list alternate executors in case the primary executor is unable to act.
Power of Attorney
This document allows you to appoint an Agent to manage your financial affairs if you are unable to do so yourself. You may designate one Agent or specify successor agents in case the first agent cannot act. If married, your spouse will be your first agent, unless otherwise specified.
Power of Attorney:
*
Effective immediately.
Effective only if diagnosed as incompetent by a licensed physician, indicating an inability to manage my personal or financial affairs.
Do not include Power Of Attorney.
Agent (s) for Power of Attorney:
*
Full name (s), address, and phone number for each agent.
Spouse Power of Attorney:
*
Effective immediately.
Effective only if diagnosed as incompetent by a licensed physician, indicating an inability to manage my personal or financial affairs.
Do not include Power Of Attorney.
Spouse Agent (s) for Power of Attorney:
*
Full name (s), address, and phone number for each agent.
Health Care Directive
This document allows you to appoint an Agent to make healthcare decisions on your behalf if you are unable to make those decisions yourself. You may designate one Agent or specify successor agents in case the first agent cannot act. If married, your spouse will be your first agent, unless otherwise specified.
Health Care Directive:
*
Effective immediately.
Effective only if diagnosed as incompetent by a licensed physician, indicating an inability to make decisions.
Do not include Health Care Directive.
Agent (s) for Health Care Directive:
*
Full name (s), address, and phone number for each agent.
Spouse Health Care Directive:
*
Effective immediately.
Effective only if diagnosed as incompetent by a licensed physician, indicating an inability to make decisions.
Do not include Health Care Directive.
Spouse Agent (s) for Health Care Directive:
*
Full name (s), address, and phone number for each agent.
End of Life Decisions
End of Life Decision - Please choose one:
*
A. Choice Not to Prolong Life. I do not want my life to be prolonged if (1) I have an incurable and irreversible condition that will result in my death within a relatively short time, (2) I become unconscious and, to a reasonable degree of medical certainty, I will not regain consciousness, or (3) the likely risks and burdens of treatment would outweigh the expected benefits.
B. Choice to Prolong Life. I want my life to be prolonged as long as possible within the limits of generally accepted health care standards.
Spouse End of Life Decision - Please choose one:
*
A. Choice Not to Prolong Life. I do not want my life to be prolonged if (1) I have an incurable and irreversible condition that will result in my death within a relatively short time, (2) I become unconscious and, to a reasonable degree of medical certainty, I will not regain consciousness, or (3) the likely risks and burdens of treatment would outweigh the expected benefits.
B. Choice to Prolong Life. I want my life to be prolonged as long as possible within the limits of generally accepted health care standards.
Additional Healthcare Directions and End of Life Choices for Agent:
Optional
Spouse Additional Healthcare Directions and End of Life Choices for Agent:
Optional
Do you wish to have an autopsy performed?
*
No, unless required by law.
Yes
Does your spouse wish to have an autopsy performed?
*
No, unless required by law.
Yes
Do you wish to donate your organs?
*
No
Yes
Donate organs for the following purposes, check all that apply:
*
Transplant
Therapy
Research
Education
Other
Does your spouse wish to donate their organs?
*
No
Yes
Spouse wants to donate organs for the following purposes, check all that apply:
*
Transplant
Therapy
Research
Education
Other
After death, I prefer:
*
Burial
Cremation
Final Arrangements: What type of service would you like? Where would you prefer your remains to be placed? Are there any individuals you would like to be contacted?
*
After death, spouse prefers:
*
Burial
Cremation
Spouse Final Arrangements - What type of service would you like? Where would you prefer your remains to be placed? Are there any individuals you would like to be contacted?
*
Do you, or your spouse if any, own any cemetery plots or burial plans?
Optional: Please list cemetery or burial plans owned.
Additional Information:
Optional: Please provide any additional information that you feel was not addressed in the intake form, which the Registered Legal Document Assistant should include.
Contract for Services
Total
*
prev
next
( X )
USD
Revocable Living Trust Package
Credit Card
Signature
*
Drag your finger or mouse to sign your name.
Save and Continue Later
Submit Form
Submit Form
After Submitting the Form, a Copy Will Be Emailed to You.
Troubleshooting Tips for Submission Errors. Please Note: If you received an error while submitting thisform, please ensure: 1. All required questions are answered. 2. We recommend using an up-to-date browser like Google Chrome. 3. Using Firefox, Safari, Edge, Opera, and Microsoft Edge problems can sometimes arise in less supported browsers. 4. If issues persist, clearing browser cache and cookies may resolve them.
Should be Empty: