Protect Your Family Avoid Probate. Starting at a Flat Fee.
Most Bay Area families don’t need a $3,000 attorney to set up — or update — a Living Trust. They need someone who knows exactly what to prepare and gets it done right. From the day you create your trust to the day your successor trustee needs to act, TrustPoint is with your family every step of the way.
Flat-fee pricing no hourly billing, no surprises Same day electronic deed recording all 58 California counties Trilingual service — English, Español, Tiếng Việt Registered and bonded LDA #268 — Santa Clara County Most packages completed in 3–5 business days
About us
At Trustpoint, we are dedicated to providing comprehensive legal services tailored to your unique needs. Located in San Jose, our team specializes in family law, estate planning, and civil law. We offer assistance with everything from unlawful detainers to Social Security disability applications, ensuring you receive the support and you deserve. Trust us for reliable and efficient legal solutions.
Ready to protect your family?
Without a Living Trust, your home goes through California probate. That means 12–18 months in court, $15,000–$25,000 in fees on an $800,000 home, and your family’s finances made completely public record. One appointment with TrustPoint prevents all of that.
Everything you need nothing you don’t.
TrustPoint prepares every document your trust requires — from the initial setup to every update, deed, and recording your family will ever need. One office. One flat fee. Everything handled.
Living trust
Keeps your family out of probate court entirely — your assets transfer privately and immediately to the people you choose
Trust Amendment
Life changes — marriage, divorce, new child, new property. We update your trust when it does, quickly and at a flat fee
Trust Revocation
Need to cancel or replace your trust entirely? We prepare the full revocation document so you can start fresh
Pour Over Will
Catches any assets not yet transferred into the trust so nothing is left unprotected
Durable Power of Attorney
Designates someone to manage your finances if you become incapacitated essential protection most people overlook
Medicaid Protection
Properly structured trust language to help protect your assets from Medicaid recovery after a long-term care event
Trust Protection
Shield your trust assets from creditors and legal claims with the correct trust provisions in place
Grant Deed
Standard transfer of property ownership between parties — prepared and e-recorded same day
Quitclaim Deed
Transfers your interest in a property without warranty — commonly used in divorce, family transfers, and trust funding
Trust Transfer Deed
Formally moves your real property into your living trust so it is protected from probate
Interspousal Transfer Deed
Transfers property between spouses, including during divorce or estate planning
Affidavit of Death of Trustee
Recorded with the County Recorder when the original trustee passes, allowing the successor trustee to legally act
Change of Trustee
Formally records a new trustee when one resigns, is removed, or needs to be replaced during the life of the trust
Correction Deed
Fixes errors in a previously recorded deed — wrong name, incorrect legal description, or improper vesting language
E-Recording All 58 Counties
Same-day electronic recording of every deed across all 58 California counties and all 50 states
Probate Document
If probate is required, we prepare all filings including DE-111 petition, letters testamentary, and final distribution
Bankruptcy Chapter 7
Fresh start document preparation for clients who need to discharge debt and rebuild
LLC & Incorporation
Protect your business and personal assets with proper entity formation documents
Questions about what’s right for your situation?
Our free consultation explains exactly which documents you need and what everything costs — before you commit.
Most services hand you documents and walk away.
Trust point stays with your family.
We are with your family through every stage of your trust’s life — from the day it is created to the day it needs to be fully administered. No other service in San Jose handles all four stages under one roof at a flat fee.
We Handle Every Stage , One Call Gets You Started
From trust creation to death of trustee recording, Trust Point is your family’s document preparation office for life.
Your Successor Trustee Cannot Act Until This Is Recorded.
This is the step most families do not know about until they are standing at the county recorder’s office confused and grieving. When the original trustee passes away, property cannot be sold, transferred, or refinanced until the correct documents are recorded with the County Recorder. Trust Point handles every step, in the correct order, same day.
How We Handle It
We prepare the Affidavit of Death of Trustee, attach a certified copy of the death certificate, and electronically record it with the County Recorder the same day. This officially removes the deceased trustee from title and activates the successor trustee's legal authority.
If the trust names a new trustee going forward, we prepare and record the Change of Trustee document to formally establish their authority on the public record.
If the original deed was recorded with any errors — wrong name spelling, incorrect legal description, or outdated vesting language — we prepare a Correction Deed before any further transfers are made. Errors discovered at this stage can delay property sales or cause title insurance complications.
Once the successor trustee is properly established on title, we prepare the final deed transferring the property to the trust beneficiaries — Grant Deed, Quitclaim Deed, or Trust Transfer Deed depending on the situation — and record it the same day.
Has the Trustee Passed Away? Call Us Immediately.
TrustPoint records the Affidavit of Death of Trustee same-day across all 58 California counties. Don’t let this wait.
We Recognize Exactly Where You Are Right Now.
Most people who land on this page are in one of four situations. Find yours below — and see exactly how TrustPoint can help.
I don't have a trust yet
and I need one.
We prepare your complete Living Trust package — trust document, will, power of attorney, deed transfer, and same-day e-recording — all in one flat-fee appointment. Most packages are completed within 3–5 business days. Call (408) 766-3532 to get started today.
I already have a trust but
something changed.
Divorce, remarriage, a new child, a property purchase, a change in trustees — any of these require a Trust Amendment, a Change of Trustee recording, or in some cases a full Revocation and replacement. We prepare and record all of it at a flat fee. Call (408) 766-3532.
I have a trust but my house was never transferred into it.
This is one of the most common and costly mistakes we see. An unfunded trust does not protect your property from probate. We prepare whichever deed applies — Grant Deed, Quitclaim Deed, Interspousal Transfer Deed, or Trust Transfer Deed — and electronically record it the same day across all 58 California counties.
My loved one just passed away and I don't know what to do next.
Your first step is to record the Affidavit of Death of Trustee with the County Recorder. Until that is done, the successor trustee cannot legally sell, transfer, or refinance the property. TrustPoint prepares all required documents — Affidavit of Death of Trustee, Change of Trustee, Correction Deed — and records everything the same day. Call us immediately: (408) 766-3532.
Not Sure Which Situation Is Yours? Call Us — It's Free.
We’ll tell you exactly what documents you need, what order to do them in, and what it costs before you commit to anything.
Why people love working with Elevate
Attorney Prices Are Not Required
Attorneys in San Jose charge $2,500–$5,000 for a living trust package. TrustPoint prepares the same documents as a registered and bonded LDA at a fraction of the cost — flat fee, no surprises, no hourly billing.
Same-Day Deed Recording All 58 Counties
We electronically record every deed — Grant, Quitclaim, Trust Transfer, Interspousal, Affidavit of Death of Trustee, Change of Trustee, and Correction Deed — same day across all 58 California counties and all 50 states.
We Speak Your Language
English. Spanish. Vietnamese. Every client is served in the language they are most comfortable with. We have deep roots in San Jose's Vietnamese and Latino communities.
Five Licenses Under One Roof
Trust Point holds five California credentials: Legal Document Assistant, Real Estate Agent, General Contractor, IRS Tax Preparer, and Notary Public. Everything handled in one office at one flat fee.
We Handle What Others Skip
Most services hand you documents and walk away. Trust Point handles the deed transfer, trust funding, amendments when life changes, and Death of Trustee recording when the time comes — every stage, every time.
Fast Turnaround
Most complete packages ready in 3–5 business days. Same-day deed recording and Death of Trustee recording available. Weekday appointments preferred. Saturday by group arrangement.
One Office Every Document. Flat Fee.
From trust creation to death of trustee recording — TrustPoint handles your family’s complete estateplanning needs.
What Our Clients Say?
“TrustPoint saved our family thousands. They handled everything the trust, the deed, all of it in one visit. I didn’t realize how much I didn’t know until they walked me through it.”
San Jose Client
Estate Planning Buyer
✭✭✭✭✭
When my mother passed, TrustPoint handled the Affidavit of Death of Trustee and the Change of Trustee recording immediately. We didn’t have to figure anything out on our own during such a hard time. They recorded everything the same day.
Santa Clara County
Death of Trustee Recording
✭✭✭✭✭
“Hablamos con TrustPoint en español. Muy profesionales y el precio fue muy justo. Prepararon nuestra fideicomiso, el poder notarial, y registraron la escritura el mismo día. Los recomiendo ampliamente.”
Cliente de San José
Living Trust
✭✭✭✭✭
“I had a trust from years ago but my house was never in it. TrustPoint prepared the Trust Transfer Deed and recorded it same day. Simple, fast, and much cheaper than what my attorney quoted.”
Sunnyvale Client
Trust Transfer Deed
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Frequently Asked Questions
Find quick answers to common questions about how we work.
Do I need an attorney to create, amend, or revoke a living trust in California?
No. A registered Legal Document Assistant (LDA) can legally prepare, amend, or revoke your living trust in California. TrustPoint is LDA #268, registered and bonded in Santa Clara County. We prepare the same documents at a fraction of attorney cost.
What is the difference between a Trust Amendment and a Trust Revocation?
An Amendment modifies specific terms of your existing trust — changing a beneficiary, adding an asset, or updating a trustee. A Revocation cancels the trust entirely, typically when you are replacing it with a new one. TrustPoint prepares both.
What is the difference between a Trust Amendment and a Trust Restatement?
An Amendment changes specific provisions. A Restatement rewrites the entire trust document while keeping the original trust date and structure intact — often used when there are many changes to make. TrustPoint prepares both.
What if I already have a trust but my house was never transferred into it?
This is one of the most common mistakes we see. If your home is still titled in your personal name rather than the trust, it will go through probate regardless of what your trust document says. We prepare the appropriate deed and record it same-day. Call (408) 766-3532 to fix this today.
How much does it cost?
We charge a flat fee — significantly less than attorney rates in the Bay Area. Call (408) 766-3532 for current pricing. No hourly billing. No surprises.
What happens when the trustee passes away?
The successor trustee must record an Affidavit of Death of Trustee along with a certified copy of the death certificate with the County Recorder before they can legally act on behalf of the trust — including selling property or transferring assets. TrustPoint prepares all required documents and records them same-day across all 58 California counties. Call us immediately: (408) 766-3532.
What is the difference between a Will and a Living Trust?
A Will goes through probate — a public court process that takes 12–18 months and costs thousands in statutory fees. A Living Trust bypasses probate entirely. Your family receives your assets privately, quickly, and without court involvement.
What does it mean to 'fund' a trust — and what deeds do you prepare?
Most complete packages are ready within 3–5 business days. Same-day deed recording and Death of Trustee recording are included. Weekday appointments are preferred.
How long does it take?
Funding means transferring your assets — especially real property — into the trust’s name. We prepare Grant Deeds, Quitclaim Deeds, Trust Transfer Deeds, Interspousal Transfer Deeds, Affidavits of Death of Trustee, Change of Trustee documents, and Correction Deeds — all electronically recorded same-day across all 58 California counties.
Do you serve clients outside of San Jose?
Yes. We serve all of Santa Clara County including Milpitas, Sunnyvale, Santa Clara, Cupertino, Campbell, Los Gatos, Morgan Hill, and Gilroy. We also record all deeds and trustee documents electronically across all 58 California counties and all 50 states.
Still Have Questions? We Have Answers — For Free.
We charge a flat fee — significantly less than attorney rates in the Bay Area. Call (408) 766-3532 for current pricing. No hourly billing. No surprises.
Quick contact
Our Location
434 Blossom Hill Rd, San Jose, CA 95123
Phone Number
Email Address
About Us
Don't Wait Until It's Too Late
One call. One appointment. Done.
Whether you need a new trust, an amendment, a revocation, or help recording after a loved one has passed — TrustPoint handles every stage at a flat fee
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Contact
- (408) 766-3532
- 434 Blossom Hill Rd, San Jose, CA 95123
- Monday – Friday
- Weekday Appointments Preferred