Trusts, Wills & Estate Planning Documents
Clear, Organized California Document Preparation
LDA Document Services assists clients with the preparation of living trusts, wills, powers of attorney, advance health care directives, and related estate planning documents.
Living Trusts
Revocable Living Trust Preparation
A living trust can provide written instructions for managing trust property during your lifetime, during incapacity, and after death.
Living trust document preparation may include:
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Individual or joint revocable living trusts
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Successor trustee appointments
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Beneficiary and distribution instructions
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Schedules of trust assets
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Certifications of trust
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Trust funding instructions
Supporting Documents
Financial and Health Care Documents
A coordinated estate plan may include documents that authorize trusted individuals to assist with financial or health care matters.
Services may include:
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Durable powers of attorney
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Advance health care directives
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HIPAA authorizations
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Certifications of trust
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Personal-property assignments
Wills
Wills and Pour-Over Wills
A will states how certain property should be handled after death and may nominate an executor and proposed guardians for minor children.
Will preparation may include:
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Individual wills
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Pour-over wills used with a living trust
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Executor nominations
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Guardian nominations
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Signing and witness instructions
Trust Funding and Deeds
Complete the Transfer Process
Preparing a trust does not automatically transfer every asset into it. Certain assets may need to be retitled, assigned, or coordinated with the trust.
Available services may include:
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Grant deeds transferring California property to a trust
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Preliminary Change of Ownership Reports
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Schedules of trust assets
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Property assignments
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General trust funding instructions