Protect your asset to avoid probate. Probate can cost times and moneys.
Seniors often need help with wills, trusts, and healthcare directives to protect assets and avoid probate. We prepare flat-fee packages for California families.
Life changes such as marriage, divorce, or property purchases may require trust updates. We prepare amendments so your estate plan stays current.
This document ensures your medical wishes are respected if you become unable to speak for yourself. It can be paired with a durable Power of Attorney.
Flat-fee estate planning services can often be completed within 1–2 weeks, depending on document complexity.
Bring property deeds, a list of assets, and names of beneficiaries and agents you wish to appoint.
Estate planning is the process of deciding in advance how your affairs will be managed if you pass away or become unable to make decisions. It covers instructions for your healthcare, finances, property, and personal wishes.
Helps families avoid confusion and disputes
Creates clear direction for loved ones
Reduces stress during already difficult times
Estate planning allows you to:
Protect your family’s financial security.
Control how your assets are distributed.
Appoint trusted individuals to make decisions if you’re unable to.
Avoid costly probate delays and confusion for loved ones.
A common misconception is that only wealthy individuals need estate planning. In reality:
Everyday families need estate planning to simplify decisions
Even without significant assets, planning avoids unnecessary court involvement
It ensures minor children, healthcare wishes, and personal matters are clearly addressed
Estate planning benefits a wide range of people, including:
Our estate planning services are trusted by families throughout San Jose and Santa Clara County, including:
When you look for estate planning services near me, TrustPoint is here with reliable, local support.
We prepare estate planning documents same day if you need:
Comprehensive Professional Background: Unlike single-service document preparers, our 5-license combination ensures your estate documents consider real estate transfers, tax, construction property values, and proper legal formatting for your complete family protection strategy.
Take the stress out of preparing legal documents. Contact TrustPoint Disability & Legal Services LLC today to schedule a consultation for estate planning in San Jose or anywhere in the Bay Area. Our team will help you create peace of mind for you and your loved ones.
434 Blossom Hill Rd, San Jose, CA
(408) 766-3532
TrustPoint Disability & Legal Services
Registration: LDA268
Expiration: 03/17/2027
Process serving provided by partner Fingerscan Digital Inc (Reg. PS1904)