A Living Trust is a love letter to your family and friends
Create your own Living Trust from the leisure of your home. Plans starting at $499 for a complete Living Trust that includes a Power of Attorney, Advanced Health Directive and pre-filled Quit Claim.
Choose your Package
Couples
Living Trust
Including non-traditional couples
-
Complete Family Living Trust
-
Last Will & Testament
(each spouse) -
Power of Attorney
(each spouse) -
Health Care Directive
(each spouse) -
Final Instructions
(each spouse) -
Property Quit Claim
(CA primary home) -
Estate Planning Binder
Individual
Living Trust
Including divorced, widowed
-
Complete Living Trust
-
Last Will & Testament
-
Power of Attorney
-
Health Care Directive
-
Final Instructions
-
Property Quit Claim (CA home)
-
Estate Planning Binder
Advanced Healthcare
Directive ONLY
Couples and Individuals
-
Health Care Directive PDF
-
Final Instructions
-
HIPPA Waiver
-
and MORE!
Power of Attorney
(Financial) ONLY
Couples and Individuals
-
Statutory Power of Attorney PDF
-
Covers all banking
-
Investments
-
Other Financial Matters
A discount may be applied to existing clients of Strategic Choices Financial or partner membership groups. Please ask for details.
View the quality of our documents
We use the same software many Attorney’s use, at a fraction of the cost
Couples
Individuals
The Trust Delivery Process
Get Started
Complete Online Questionnaire
Pick a plan and complete the online questionnaire.
20-25 Minutes
Ask and answer
Quick Review via Zoom
We'll set a Zoom meet to go over any incomplete parts or questions.
40-65 Minutes
Review and Invoice
Prepare a draft and Invoice you
We will invoice by email once we review the draft for approval.
1 day
Print and Ship
Print and Pick-up (or ship)
You can pick up your binder or we will 2-day Priority ship it to you.
1-2 Days
Notary and File
Notarize and Fund your Trust
Notarize at our office or find a notary near you. Transfer your property to your Trust at your local County office, or we can do it for you.
3-4 Weeks
Schedule your FREE consultation to learn about all of our services
Alvin Parra
Financial Advisor
As Fiduciary Investment Advisor and General Agent, Alvin has helped many individuals, families and businesses with their financial services needs.