Protect your home from probate with a complete California Living Trust package. Our flat fee includes a Revocable Living Trust, Pour-Over Will, Durable Power of Attorney, Healthcare Directive, Trust Funding Instructions, and Trust Amendment. Complete the quick form below for flat-fee preparation and fast support.
Revocable trusts allow flexibility during your lifetime, while irrevocable trusts provide long-term protection and potential tax benefits. We guide you in choosing the right option.
By holding title to your property, a living trust bypasses the lengthy probate process and ensures smooth transfer to your heirs.
We assist with recording new property deeds, updating financial accounts, and confirming all assets are properly titled in the trust.
Appoint someone you trust to manage the estate if you are unable to do so.
Life changes—marriage, divorce, or new children—may require trust modifications. We prepare amendments quickly and accurately.
Step 1: Free Consultation
Discuss your assets and goals with our legal document assistant.
Step 2: Intake Questionnaire
Complete a questionnaire online or in-office.
Step 3: Document Preparation
We prepare your Revocable/Irrevocable Living Trust, Will, and POA. (Medicaid asset protection or Special need is available)
Step 4: Signing & Notarization
Schedule signing with a commission notary.
Step 5: Deed Recording
We prepare and electronically record your property deed into the trust in any California county.
Online DIY trust forms often:
Lack proper funding instructions
Omit successor trustee provisions
Do not include valid California deed transfer
This can result in probate or future litigation. Professional document preparation helps ensure your trust is properly executed and recorded.
A revocable living trust is a legal arrangement that allows you to transfer ownership of your property into a trust during your lifetime. You remain in control as trustee, and you appoint a successor trustee to manage or distribute assets after you pass away or if you become incapacitated.
In California, “family trust” is often used interchangeably with “living trust.” Both allow you to hold real property for the benefit of your family and designate how it will be managed or distributed. A properly funded family trust ensures your property is handled exactly as you intended.
To make your trust effective, you must transfer ownership of your property into it. This process is called funding the trust, and it includes:
Preparing and recording a grant deed in California to change title into the trust.
Adding bank accounts, investments, or other assets if desired.
Ensuring all real property is correctly titled to avoid probate.
Homeowners: Anyone who owns California real estate should consider it.
Families: Avoids probate delays for surviving spouses or children.
Seniors & Retirees: Simplifies asset transfer and incapacity planning.
Multiple Property Owners: Especially important if you own property in more than one county or state.
A revocable living trust is a legal document that allows you to transfer ownership of your property and assets (such as your home, bank accounts, and investments) into a trust during your lifetime. In California, the person who creates the trust usually serves as the trustee, maintaining full control. Because the trust is “revocable,” you can change or cancel it at any time while you are alive and competent.
A will must go through California probate court after death, which can be lengthy and costly. By contrast, a revocable living trust allows your assets to transfer directly to your beneficiaries without probate. This means your loved ones can avoid court proceedings and gain quicker access to assets.
A living trust is especially valuable for Californians who:
Own real estate (such as a home in San Jose or elsewhere in the state).
Want to avoid probate and keep their estate private.
Have multiple properties or significant assets.
Wish to ensure a smoother transition of property to children or other heirs.
In California, a complete living trust package often includes:
The revocable living trust agreement.
A pour-over will (to capture any assets not transferred into the trust).
A durable power of attorney for finances.
An advance healthcare directive (living will).
Grant deeds transferring California real estate into the trust.
Yes. As long as you are alive and have capacity, you may amend, update, or revoke your trust at any time. This flexibility is one of the main reasons Californians use revocable living trusts as an estate planning tool.
Attorney fees for a Living Trust in California typically range from $3,000 to $5,000+.
TrustPoint offers:
$1200 and up Flat Fee Living Trust Package
Yes. In California, real estate held in your name alone may still be subject to probate. A Living Trust allows your home to transfer to your beneficiaries without court involvement, delays, or probate costs.
Yes. You can transfer your home into a Living Trust even if you have an active mortgage. This does not remove your loan — it simply places ownership of the property into your trust for estate planning purposes.
At TrustPoint Disability & Legal Services, we prepare revocable living trusts tailored to California law. We handle:
Living trust creation
Successor trustee planning
Affordable flat-fee services as an alternative to family trust lawyers
TrustPoint Disability & Legal Services
Registration: LDA268
Expiration: 03/17/2027
Process serving provided by partner Fingerscan Digital Inc (Reg. PS1904)
