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Living Trust & Estate Planning Documents

Document Preparation Services

Estate planning

Living Trust & Estate Planning Document Preparation

With PINK Legal, you can inexpensively plan and prepare your estate through sound legal documentation in a variety of areas. Our services included Living Trust, Amendments / Codicils, Power of Attorney, and more. Contact us today and see why so many Southern Californians turn to Pink Legal for our Estate Planning Preparation Services. Click Living Trust & Estate Planning Packages for pricing and more information.

Living Trust Documentation Prep

Living Trusts

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 and Codicils Legal Documents

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 For Finance and Healthcare

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. 

Trust Administration Document Preparation Services

Trust 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.


Legal Document Preparation

Divorce Mediation

PINK Legal has an experienced Probate and Divorce / Family Law Mediator on staff. Whether you need a complete agreement or just need to settle one lingering issue, we are here to help.

Estate Planning

Estate Planning, Trusts & Wills

Before you start planning your estate planning documentation, you should learn about the different documents involved and how they align with your needs. Our services include Living Trusts, Amendments/Codicils, Power of Attorney, and Trust Administration.

Probate

Probate Matters

The probate process can vary dramatically based on where you live. That’s why it’s so important to avoid unnecessary fees and delays with proper planning. Our services include Probates, Guardianship, and Conservatorship.

Civil Issues

Civil cases resolve issues between people, companies, and/or the government. Unresolved cases are often brought before an impartial third party. Pink Legal provides the following services that fall under Civil matters: Name Change, Small Claims, Eviction, and more.

Family Law

Family Law includes a variety of issues surrounding rights and obligations including Divorce, Custody, QDRO/Joinder, and Adoption. With Pink Legal the process is straight forward as we assist you through the process including filing with the courts.

Business Services

Whether you are looking to set up a company or you need help with simple title changes, PINK Legal will consult and provide the guidance to get things done efficiently and cost effectively.

Estate Planning FAQ

What if I die without a Will?

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.

What is a Living Trust?

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.

What is an Estate Plan?

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.”

What is Probate?

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.

Will vs. Living Trust?

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.

What is a Living Will and Advanced Healthcare Directive?

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.

Do I need a Durable Power of Attorney for Financial Management?

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
(661) 748-1112

M, T, Th: 9am – 5pm

Friday: 9am – 4pm
(Notary services available Monday & Thursday only)

Arroyo Grande

900 E. Grand Ave.
Arroyo Grande, CA 93420
(805) 481-5551

M, T, W, Th: 9am – 5pm

Friday: 9am – 4pm

Santa Maria / Orcutt

515 Clark Ave.
Orcutt, CA 93455
(805) 928-8222

Tuesday: 10am – 5pm

Wednesday: 9am – 5pm

 

Los Angeles / San Fernando Valley

Virtual & In-Person
(805) 286-8086

Proudly Serving The Following Locations

Our Locations

Bakersfield

1701 Westwind Dr., Suite 109
Bakersfield, CA 93301
(661) 748-1112

Arroyo Grande

900 E. Grand Ave.
Arroyo Grande, CA 93420
(805) 481-5551

Santa Maria / Orcutt

515 Clark Ave.
Orcutt, CA 93455
(805) 928-8222

Los Angeles / California

Virtual & In-Person
(888) 505-PINK (7465)

PINK Legal

PINK Legal are Legal Document Assistants. We are not attorneys or paralegals.

Think of us as right in the middle between Do-It-Yourself and hiring an attorney.

Our job is to help you help yourself.


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