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CALL: (800) 484-1319
Available in All States
In person appointments available in
Southern California
Trust Document Preparer provides you with the convenience and affordable fixed fee of an on-line estate planning service together with professional legal advice and individually drafted estate planning documents to meet your unique needs.

CONVENIENCE

Trust Document Preparer is available for mutually convenient appointments, during regular business hours.

FIXED FEE

Trust Document Preparer's fixed fee pricing structure includes all of the documents which the vast majority of individuals need to protect their loved ones.

THE PROCESS

Here's an overview of Trust Document Preparer's estate planning process:
  • Call and set up a complimentary initial consultation
  • You fill in a simple questionnaire
  • If Chosen: LDA reviews your questionnaire
  • If Chosen: Consultation with an LDA
  • You review draft documents
  • You receive your documents with instructions to properly execute them
Here is an in-depth look at how Trust Document Preparer's estate planning process works:
  • Begin with a secure, simple questionnaire completed at your leisure, in one session or in as many sessions as you need, to ensure that all of your pertinent information is included in the decision-making process.
  • Once this questionnaire is completed, if chosen an LDA will review your answers for accuracy.
  • An informative consultation with an LDA will be scheduled at a time convenient for you. Your options, questions and concerns will be addressed. The discussion will be used by the LDA to devise an appropriate strategy for your individual and family situation.
  • Final estate planning documents will be mailed to you with detailed instructions on how to proceed with signing or executing your documents.
  • Many people obtain living trusts from purely on-line services, but then do not “fund” their living trust. Only those assets formally transferred into the living trust will enjoy its benefits – for example, avoiding probate. Establishing a living trust and then failing to fund it is a waste of time and money, leaving your assets exposed to expensive and lengthy probate, as well as potential threats from creditors and others.