California Living Trust Estate Plan
We created the first estate planning solution built around how how life actually works. You can create your living trust and estate plan while sitting at the kitchen table at home. All you need is your phone or laptop.
No traffic. No office visits. No wasted time. Just a simple, private, and affordable way to take control of your future and protect the people you care about and love.
Here’s why we did this. For most people, estate planning feels like a maze of paperwork and lawyer talk. Our approach does not. In addition to all the free bonuses, our California living trust based estate plan give you a clear, attorney-backed path to protect your home, your assets, and the people you love without stepping foot in an office or courtroom. Built specifically for California families, they are private, affordable, and personal from start to finish. You can complete everything from your living room with expert guidance and zero guesswork. This is how you protect your legacy—with confidence, not confusion.
Benefits of a Revocable Living Trust
Our estate plan option is premised around a revocable living trust. There’s a reason for that. It’s the backbone of a smart, secure plan—the one thing that holds everything else together.
We also focus on helping people, families, and small business owners with small to medium estates, those worth ten million dollars or less (most Californians), protect what they’ve built and ensure it passes smoothly to the next generation.
Our process is simple and personal. You can start and complete your entire estate plan from the comfort of your living room. No driving across town. No sitting in traffic. No awkward office visits. Just private, affordable, step-by-step guidance that fits your life and gives you confidence knowing everything’s handled the right way.
Here’s how this trust protects you, your family, and everything you’ve worked for:
- A revocable living trust saves your loved ones from the time and cost of probate when you’re gone.
- It keeps you from facing multiple probates if you own property in more than one state.
- It makes handling your estate simpler, faster, and far less stressful for everyone involved.
- It keeps the court from stepping in to control your assets if you become physically or mentally incapacitated.
- It keeps your private life private.
- It helps your family avoid emotional strain when they’re already grieving.
- It often lets your beneficiaries receive what you’ve left them faster, especially if your estate is smaller.
- It lets you hold assets in the trust until your beneficiaries reach the age you decide they’re ready to inherit.
- It helps you make fair and balanced distributions to everyone you care about.
- It stops the court from managing your children’s inheritance when they’re still minors.
- It can protect family members who have special needs and rely on your care.
- It prevents anyone from being accidentally left out or disinherited.
- It’s tougher for someone to challenge than a will.
- It can serve as effective protection if you’re entering marriage and want to define financial boundaries.
- It’s affordable to set up and simple to maintain.
- It’s flexible—you can change or cancel it anytime you want.
- It gives you the option of professional management through a corporate trustee if you’d like expert oversight.
- It can help reduce or even eliminate estate taxes.
- It lets you stay in control of your assets while you’re alive and it keeps that control in place after you die.
- It gives you something most people never have when it comes to their legacy—peace of mind.
Without An Estate Plan
The Problem with Probate
Most Californians don’t realize that without the right living trust in place, their estate will be forced into probate. If you’re relying on a simple Will—or have no estate plan at all—the court takes control. That means long delays, extra fees, and unnecessary taxes that eat away at what you’ve built. In the end, your family receives less, not because of bad luck, but because the system steps in and takes its share first.
For example, in California the combined statutory fees for attorneys and executor in probate are:
Estate Value
$100,000- The combined fees for attorney and executor are approximately $8,000
$200,000- The combined fees for attorney and executor are approximately $14,000
$500,000- The combined fees for attorney and executor are approximately $26,000
$1,000,000- The combined fees for attorney and executor are approximately $46,000
$2,000,000- The combined fees for attorney and executor are approximately $66,000
$5,000,000- The combined fees for attorney and executor are approximately $126,000
With Our California Living Trust Estate Plan
Our “Do It Yourself” Online Solution
For California Residents Only
You get the freedom to create your own complete estate plan online with easy, step-by-step guidance. Click the button below and you’ll receive access to a secure link. You enter your private portal, look around and when you’re ready, you complete the online questionnaire right from your computer or phone. When done (normally in less than an hour depending on how organized you are), you’ll receive every essential legal document you need to protect your family and your assets, including:
- Your personalized California Revocable Living Trust (valued at $1,500);
- A Pour-Over Will that works hand-in-hand with your trust (valued at $750)
- A Durable Power of Attorney for Assets (valued at $450)
- A California Advanced Health Care Directive (valued at $450)
You’ll also get a free digital online portal where you can safely store, update, and access all your estate planning documents whenever you need them. You can even give your trustees and other family member access. Every step is guided, supported, and easy to follow.
Total value is $3,150. Your Price: $1,500 (a $1,650 savings)
If you’d rather have an attorney help you through the entire process, we do offer a more traditional “attorney/client” solution with details here.
It’s Time To Stop Putting This Off
You’ve thought about getting your estate plan done for a while. Maybe even years. But life gets busy, the process sounds complicated, and it’s easy to keep pushing it to “someday.” Here’s the truth—your peace of mind and your family’s future are too important to keep waiting. We’ve made it simple, fast, and personal so you can finally get this done and feel good about it.
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Three Simple Steps to Protect What You’ve Built
Step 1: Get Started
Click the blue button and you’ll be taken to a private and secure website page to start the process. It’s simple, confidential, and designed to get you started quickly and easily. You’re not charged until you actually complete the questionnaire and place your order.
Step 2: Complete the Questionnaire
Answer the questions. When you’re done completing the questionnaire, you’ll be provided with payment options to complete your estate plan.
Step 3: Review and Sign
Your completed estate planning documents are ready once you’re done completing the questionnaire and you place your order. You’ll review the instructions, and sign/notarize all documents. When you’re done, you’ll have a complete California estate plan protecting your family and your future.
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There’s no confusion. No red tape. Just a clear, personal process that gets it done right—without ever leaving your living room.
Traditional in-office meetings with our attorneys are always an option at full price. However, most of our clients enjoy the ease and convenience of creating their estate plan online. After all, it’s fast, private, and lets you handle everything from anywhere in California—on your terms, in your own time and with major cost savings!
