Revocable Living Trust Document Preparation

At CA LEGAL, we offer professional document preparation services for your Revocable Living Trust. A revocable trust allows you to retain full control of your property during your lifetime while ensuring that your assets are transferred smoothly to your beneficiaries after your death, without the need for probate.

We provide complete assistance through each stage of trust preparation, including the following:

• Explanation of the purpose and advantages of a revocable living trust, including flexibility and privacy benefits.
• Preparation of the trust declaration, naming of trustees, and designation of beneficiaries according to your wishes.
• Guidance on transferring real property, bank accounts, and personal assets into the trust (known as “funding the trust”).
• Preparation of amendments or restatements when you wish to update or modify your existing trust.
• Creation of a companion Pour-Over Will to ensure that any remaining property is transferred into the trust at the time of death.
• Preparation of certification documents and notarization guidance for use with title companies or financial institutions.
• Final review, organization, and delivery of your trust binder with properly indexed and tabbed documents for permanent record keeping.

Our services are designed for individuals and families who wish to manage their estates efficiently, privately, and with confidence. We ensure that every document is professionally drafted, accurately formatted, and ready for signing and notarization in compliance with California law.

📅 Please make an appointment before coming in to ensure we can provide the best service possible.