TrustPoint charges a flat $950 for an individual package and $1,500 for a joint (married couple) package. Each covers five documents: the declaration, pour-over will, durable power of attorney, advance healthcare directive, and certification document. Notarization at our office is included. Funding deed for your home is a separate $275 per property — the same flat fee we charge for any deed transfer.

TrustPoint typically prepares the complete package in 3–5 business days from the free consultation. You sign and notarize at our office, and we provide the document binder, all documents, and funding instructions on the same day you sign. If your matter is urgent (a family member with a serious diagnosis, upcoming surgery), we can expedite to 48 hours when our schedule allows.

A properly funded plan transfers assets directly to your beneficiaries without going through probate court. The key word is funded — your real estate, bank accounts, and other assets must be re-titled into the plan name before death. Without funding, the document is empty and your estate still goes through probate. This is why we offer the funding deed as a clearly-itemized $275 add-on per property.

A will is read by the probate court after your death. A living trust transfers assets directly to your beneficiaries without court involvement. In California, any estate over $184,500 held only by a will goes through probate (Probate Code Section 13100); a properly funded trust bypasses probate entirely. With Bay Area home values averaging over $1 million, a will alone is rarely enough — without a will at all (intestate), the outcome is even worse: the court appoints administrators and assigns assets per state law, regardless of your wishes.

Yes. California Business & Professions Code Section 6400 authorizes a registered Legal Document Assistant (LDA) to prepare revocable living trust and irrevocable plans at the customer specific direction — including naming the grantor (also called trustor or settlor), the trustee, successor trustee, and beneficiary. TrustPoint holds LDA #268 in Santa Clara County, is bonded, and is an active member of CALDA.

Funding means re-titling your home into the trust as grantee — via a trust transfer deed, not a quit claim deed or interspousal deed (those serve different purposes). TrustPoint prepares the transfer deed and Preliminary Change of Ownership Report for $275 per property and e-records with the Santa Clara County Recorder. We use the same flat $275 fee for any deed scenario. Funding instructions for bank accounts and other assets are included in your binder at no extra cost.

Almost certainly. California probate threshold is $184,500; the average Bay Area home is worth over $1 million. Without a funded plan, your home triggers probate at death — $42,000+ in statutory attorney and executor fees on a $900,000 home, plus 12–18 months your family waits for the estate to close. A $950 individual package ($1,500 joint) is the most reliable way to prevent that outcome — the same package an estate planning attorney would prepare for far more.

If you, your spouse, or a parent received Medi-Cal benefits, the California Department of Health Care Services can file a recovery claim against the estate after death. Without proper estate planning in place, the home may be at risk during probate. Early planning is the only reliable protection. If your situation involves active Medi-Cal benefits or nursing home care, we refer you to a licensed elder law attorney for advanced planning strategies.

The flat fee covers five documents prepared on our side: the revocable living trust declaration, a pour-over will (catches anything not funded), a durable power of attorney for finances, an advance healthcare directive for medical decisions, and a certification of trust document (banks use this to open accounts). Notarization is included. The joint package covers all five for both spouses.

A pour-over will is a backup document that catches any assets you forgot to fund and directs them upon your death. It is a safety net — without it, any unfunded asset goes through probate at full statutory cost. The pour-over will also nominates guardians for minor children (something the trust cannot do). TrustPoint includes a pour-over will in every package as standard.

Yes. A revocable living trust is fully amendable and revocable during your lifetime. You can change beneficiaries, successor trustees, distribution terms — or revoke entirely — at any time while you are competent. It uses your Social Security Number for tax purposes (no separate tax return needed), and you remain the trustee with full control of all assets.

Yes. TrustPoint offers trilingual service: founder Quinnie Do is a native Vietnamese speaker, and we have a Spanish-speaking staff partner for Spanish-language consultations. We walk through every page in your preferred language before signing. Visit our Tiếng Việt page or Español page for language-specific information.

If your situation involves multiple properties, out-of-state real estate, business interests, special-needs beneficiaries, blended-family conflicts, large taxable estates, or active Medi-Cal recovery exposure, we refer you to a licensed estate planning attorney. For most San Jose families with a home, bank accounts, and named beneficiaries, the $950 / $1,500 LDA package delivers the same five documents an estate planning attorney would prepare — at a fraction of the cost.

TrustPoint Disability & Legal Services LLC is located at 434 Blossom Hill Rd, San Jose, CA 95123 — serving all of Santa Clara County including Sunnyvale, Santa Clara, Cupertino, Campbell, Milpitas, Morgan Hill, Gilroy, Saratoga, Los Gatos, and the greater South Bay / Silicon Valley region. Call (408) 766-3532 for a free consultation. We are a Bonded California Legal Document Assistant authorized to prepare living trust packages under California Business & Professions Code Section 6400.

For any homeowner whose property value exceeds California's $184,500 probate threshold — which is nearly every San Jose, Sunnyvale, Cupertino, Santa Clara, Mountain View, Palo Alto, and Fremont home — yes. The math is straightforward: a $950 individual or $1,500 joint living trust now versus $42,000+ in California statutory probate fees, 12–18 months of court delays, and full public disclosure of your estate later. For most Bay Area families, the trust pays for itself many times over.

A Bonded California Legal Document Assistant (LDA) can prepare a properly funded revocable living trust for a fraction of attorney cost — the same five-document package, at $950 individual / $1,500 joint versus $3,500–$8,000 attorney fees. Under California Business & Professions Code Section 6400, an LDA is legally authorized to prepare living trust documents at the customer specific direction. TrustPoint holds LDA #268 in Santa Clara County and is an active CALDA member.