Document Preparation
Kelsey B. Cooper
Orange County Clerk-Recorder
Legal Document Assistant Registration #: LDA519
Expiration Date: October 14, 2024
801 E. Chapman Ave. #218, Fullerton, CA 92831
(714) 916-9225
I am not an attorney. California Trust Paralegal is not a Law Firm. I can only provide self help services at your specific direction.
Estate Planning Simplified
How It works
We walk you through the process step-by-step, remotely by phone and email, so you never have to leave home!
Still have questions? Send us a quick message in the chat box at the bottom right, or give us call and we'll take it from there!
FAST. EASY. AFFORDABLE.
Estate planning PACKAGES
TRUSTS
Ideal for Homeowners, Avoiding Probate Court, and People with assets > $166,250.
BASIC
Includes:
- Revocable Living Trust
- Trust Schedule
- Declaration of Trust
- Certificate of Trust
- Pour-Over Will
- Assignment of Personal Property
- Personal Property Memorandum
- (1) Quitclaim Deed*
COMPREHENSIVE
Includes everything in Basic Package PLUS:
- Power of Attorney
- Advance Healthcare Directive
- HIPAA Waiver
WILLS
Ideal for parents of minor children, and people with assets < $166,250.
COMPREHENSIVE
Includes:
- Last Will and Testament
- Power of Attorney
- Advance Healthcare Directive
- HIPAA Waiver
EXTRAS
Power of Attorney
Healthcare Directive
Deed
Choose One of the Following:
- Quitclaim Deed
- Grant Deed
- Transfer on Death Deed
Does not include recording. For recording of the deed once signed, an additional $50 service fee will apply, plus recording fees.
* Additional Fee applies for more than one real property transfer document.
LEGAL DISCLAIMER: Paralegals are prohibited by law from offering legal advice directly to the public. California Trust Paralegal contracts with licensed attorneys. If you are not an attorney and need assistance, please contact us and we will get you in touch with one of the attorneys in our network. Alternatively, you may contact us for Legal Document Preparation.
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