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Living Trust, Wills & Estate Planning Documents
Document Preparation Services
Living Trust, Wills & Estate Planning Document Preparation
At Pink Legal, we help you plan and protect your estate with clear, affordable, and properly prepared legal documents. Our estate planning services include Living Trusts, Wills, complete Estate Planning, Trust Amendments and Codicils, Powers of Attorney, and more.
Families throughout Southern California choose Pink Legal for personal service, straightforward guidance, and peace of mind. Contact us today to learn how we can help you plan with confidence.
👉 View Living Trust & Estate Planning Packages for pricing and additional details.
CLICK HERE TO COMPLETE AN ONLINE QUESTIONNAIRE
Process Overview
- Complete questionnaire—online, over the phone, virtually or in-person.
- Contract and remit PINK Legal service fee.
- Documents prepared—2 week turnaround. NOTE: Expedited service available.
- Documents to be reviewed, signed, and notarized/witnessed—online, over the phone, virtually or in-person.
- Deed(s) titling your real property(ies) into your name as Trustee of your Trust to be filed/recorded at the County Recorder’s office.
- Peace of mind!
Living Trust & Estate Plan Fees
LIVING TRUST PACKAGE – $750 (single) or $850 (married couple)
1. Living Trust Document
- Lets family inherit your property without going through probate court
- Avoid probate and may also let your heirs avoid federal taxes after your death (only with very large estates)
- Name executors and beneficiaries of your estate
- Designate specific distribution of your estate property
- Create sub trust for minor beneficiaries or create Special Needs sub trust beneficiaries with special needs.
- Preparation of one Trust Transfer Deed (additional Deeds are $200/each, $250/each for out of state)
2. Certification of Trust
- A shorter version of your Living Trust, primarily used to transfer property into your trust document
3. Pour Over Will
- States that all property at the time of death shall be transferred to the Trustee of the trust. Example, an inadvertent failure to transfer real property to the Trust.
- Name guardian to care for children
- Forgive debts to others
ESTATE PLAN PACKAGE – $1,150 (single) or $1,250 (married couple)
Includes the “LIVING TRUST PACKAGE” (1, 2 and 3 above) in addition to:
4.  Advanced Healthcare Directive (included in this Package OR $200 separately)
- If you are concerned about the kinds of medical treatment you may receive at the end of your life. Plus, a HIPAA Release Authorization.
- Other issues concerning your natural death
- Consider appointing someone to carry out your wishes
5. Durable Power of Attorney for Finances (included in this Package OR $200 separately)
- If you are elderly or in poor health, you may be concerned about who will handle your day-to-day financial matters
- A durable power of attorney gives a person you choose legal authority to manage your property on your behalf if you become incapacitated
6. Final Arrangements (included in this Package OR $200 separately)
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- How will your family pay for your funeral?
- What will happen to you after your death?
- Do you prefer burial or cremation?
- What about the ceremony? Do you want one?
- Give wishes and desires
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Additional Deed Preparation – Fees Vary from $200 per parcel
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Out of State Deed(s) and Mobile Home Transfers – $250 per parcel
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Plus Recorder’s Fees – varies by county (typically between $20 to $25 per deed)
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NOTE: Everyone’s situation is a little different, so reach out and we are happy to take the time and discuss your details.
Living Trust, Wills & Estate Planning
A Revocable Living Trust protects your home and ensures your assets go directly to your specified beneficiaries without having to go through Probate. Our Trust package includes a Declaration of Trust, a Certification of Trust, Pour Over Will(s), and one Trust Transfer deed (additional fees apply for multiple properties).
Amendments / Codicils
An amendment is a formal document making a change to one or multiple parts of a Revocable Living Trust. A codicil is a formal document making a change to one or multiple parts of a Last Will and Testament. Pink Legal makes these service affordable with a process that saves time.
Power of Attorney / Healthcare Directive
A Power of Attorney for Financial Management allows you to name someone to help manage your finances, property, and legal issues for you when you are no longer able to do it alone. A Healthcare Directive, also known as a Living Will, is a document that allows you to specify your wishes regarding life support and appoint an agent to ensure your wishes are carried out.Â
Trust & Estate Administration
A trust administrator (also known as an Executor or Successor Trustee) takes care of trust assets for the benefit of the beneficiaries. In addition to specific duties outlined in a Trust, there are also certain general responsibilities required by law that must be carried out by the Trust Administrator.
Estate Planning FAQ
It is called, dying “intestate.” Laws of California will decide the division of your assets and who raises your minor children. Best solution is to have a Living Trust & Will combination.
A Living Trust helps avoids probate, which is an expensive and time-consuming court process where the laws of California decide the division of your property.
An Estate Plan consists of a complete document set such as Living Trust, Will and Powers of Attorney so every aspect of your personal and financial affairs, before death and after, are properly accounted for and planned out in advance. Helps create “Peace of Mind.”
It is an often-unnecessary expensive and time-consuming court process where California law decides the division of your property. A Living Trust helps avoid the probate process, so your heirs receive your property without government involvement.
In a “Will,” you state who gets your property and who manages the process of distributing your property after death, but a court process known as “Probate” is often necessary which is expensive and time-consuming. If you have children, in your “Will” you name a “Guardian” to raise them. A “Living Trust” is similar to a “Will” in that you state who gets your property and who manages the process, but it helps avoid the Probate process. Best solution is to have a combination “Living Trust” to avoid probate and a “Will” to name a Guardian for children.
These terms are interchangeable. If you become incapacitated or at your end of life and cannot communicate your healthcare wishes, such as if you want “Life Support” or not, these documents contain your wishes and appoints someone to make those decisions for you.
Yes. Everyone should have a Durable Power of Attorney for Financial Management. If you are in a car accident, have a heart attack or experience memory loss, and do not have the capacity to make decisions, you are going to need a trusted person or “Agent” to help you. “Durable” allows the powers to remain while you are incapacitated.
Let’s Chat! We have three locations in Southern California. Contact us via email, call, or drop by.
Bakersfield
1701 Westwind Dr., Suite 109
Bakersfield, CA 93301
Arroyo Grande
900 E. Grand Ave.
Arroyo Grande, CA 93420
Santa Maria / Orcutt
515 Clark Ave.
Orcutt, CA 93455
Proudly Serving California
Pink Legal provides affordable legal document preparation services throughout California, with office locations in Bakersfield, Arroyo Grande, and Orcutt/Santa Maria. We assist clients with living trusts, wills, estate planning documents, and other legal document preparation services.