Estate Planning

Questions? Concerns? Prefer To Come In Office?

Call Us: (916) 620-2446


Contact@Ldaprolegal.com

3550 Watt Ave., Suite 140

Sacramento CA 95821


Local Eviction Experts, 10+ Years In Business, and Affordable Rates

"We are not attorneys. We can not provide legal advice. We can only prepare documents at your direction."

Registered and Bonded Legal Document Assistants Sacramento County Registration #2016-01



1. Avoid Probate, If You Own Real Property Or Investments.

2. Asset Protection For Your Surviving Spouse and Children.

3. Better Control Over Beneficiaries.




3 Reasons To Consider Setting Up A Last Testament and Will


1. You decide how your estate will be distributed.

2. You decide who will take care of your minor children.

3. Having a will, speeds up the probate process and informs the court how you'd like your estate divided.



Once you have finished completing this estate planning questionnaire, you will be emailed a copy of your submission and receipt for payment.

Please allow 2-3 business days for us to review your submission and prepare the forms for signature. 

We will reach out to you directly if we have any additional questions or concerns.


3  Steps To Get Started:


1. Complete online form and submit payment online.

2. We prepare forms within 3 business days.

3. Sign forms in front of our Notary or any Notary of your choice.


Marital Status:*
Do You Own Real Property Or Do You Rent?*
REQUESTING LDA PRO TO PREPARE:*
We prepare and notarize the first property transfer deed which is included in the above price for a Living Trust. There is always a mandatory $130 County Recorder Fee, per deed transfer. We charge $149 to prepare and notarize each additional property transfer deed.
REQUESTING LDA PRO TO PREPARE: *
We prepare and notarize the first property transfer deed which is included in the above price for a Living Trust. There is always a mandatory $130 County Recorder Fee, per deed transfer. We charge $149 to prepare and notarize each additional property transfer deed.
Preparation Of The First Real Property Deed Is Included. The Following Price Lists Preparation Of Real Property Transfer Deeds, Plus County Recorder Fees. How many properties do you own?*
The fees above are for mandatory county recorder fees plus $149 for each property transfer deed we prepare and notarize. The fees above are in addition to the original charge for a Revocable Living Trust.
Do You Have Biological Or Adopted Children?*
Do You Have Grandchildren?*
Your Gender:*
Your Name:*
Example: 01/05/1985
Your Spouse's Name:*
Example: 01/05/1985
Your Address:*
Do You Have A Will Now?*
Do You Have A Trust Now? *
Does Your Spouse Have A Will Now?*
Does Your Spouse Have A Trust Now?*
Do you want your children's inheritances to be in a Uniform Trust to Minors Account (UTMA) - Custodial account?*
Do you want your children's inheritances to be in a Uniform Trust to Minors Account (UTMA) - Custodial account ending at age:*
Do you want a Minors Sub Trust - Trust account that must end by the time the minor reaches age 35.*
Minor's Sub Trust Account - Choose an age where trust will terminate for the child:*
Executor (s) - Person who will serve as personal representative in the administration of your estate. Your executor is the person who will distribute your estate according to your wishes. This is usually your spouse or a close relative or friend.
Executor (s) - Person who will serve as personal representative in the administration of your estate. Your executor is the person who will distribute your estate according to your wishes. This is usually your spouse or a close relative or friend.
Your beneficiaries are the people and organizations who will inherit your property. You can designate a dollar amount or a percentage of your estate to be given to each. Provide addresses for individuals / organizations who are not your children / grandchildren, are they under 35, and the amount or Percentage as follows:
Your beneficiaries are the people and organizations who will inherit your property. You can designate a dollar amount or a percentage of your estate to be given to each. Provide addresses for individuals / organizations who are not your children / grandchildren, are they under 35, and the amount or Percentage as follows:
Do you want to make a gift (cash or item) to a charity, foundation, religious or fraternal organization?
Do you want to make a gift (cash or item) to a charity, foundation, religious or fraternal organization?
Do you want to list a Successor Trustee?*
You are the trustee of your living trust during your lifetime. When you pass away, a successor trustee is appointed to manage the distribution of the trust. You may name a trustee and an alternate trustee, if the trustee can not perform. The successor trustee should be the same person as the executor of your estate you have named in your Will. A Revocable Living Trust is an entity that survives your passing away. All property you transfer to your trust will pass on to your heirs without going through the court process of probate which can take years and could result in a lot of legal and court fees. Since this trust is revocable, it can be changed at any time during your life and you are in control of your property until you pass away. If you're married, your trust can leave your assets to your spouse when you pass away, with your property being with your final beneficiaries, such as your children. In order to benefit fully from the trust, all your property must be formally moved into the trust. This includes bank and investment accounts, real property, personal property must be formally assigned to the trust. To transfer real property into the trust, you need to file a quit claim deed with the county recorder, in the county the property is located in. To transfer bank and brokerage accounts, you must check with each institution individually to assign property into the trust. Usually a letter or form provided by your bank will suffice, but every institution has different requirements.
You are the trustee of your living trust during your lifetime. When you pass away, a successor trustee is appointed to manage the distribution of the trust. You may name a trustee and an alternate trustee, if the trustee can not perform. The successor trustee should be the same person as the executor of your estate you have named in your Will. A Revocable Living Trust is an entity that survives your passing away. All property you transfer to your trust will pass on to your heirs without going through the court process of probate which can take years and could result in a lot of legal and court fees. Since this trust is revocable, it can be changed at any time during your life and you are in control of your property until you pass away. If you're married, your trust can leave your assets to your spouse when you pass away, with your property being with your final beneficiaries, such as your children. In order to benefit fully from the trust, all your property must be formally moved into the trust. This includes bank and investment accounts, real property, personal property must be formally assigned to the trust. To transfer real property into the trust, you need to file a quit claim deed with the county recorder, in the county the property is located in. To transfer bank and brokerage accounts, you must check with each institution individually to assign property into the trust. Usually a letter or form provided by your bank will suffice, but every institution has different requirements.
Do not list items that already have a Beneficiary such as: Life Insurance and Retirement Accounts. They are not included in a Will or Trust so do not include them here.
Do not list items that already have a Beneficiary such as: Life Insurance and Retirement Accounts. They are not included in a Will or Trust so do not include them here.
Do you want to prolong life?*
Please Choose One:*
Do you have a cemetery plot?*
Do you want to be an organ donor?*
DONATION OF ORGANS AT DEATH*
PURPOSE OF DONATING ORGANS:*
Choose all that apply:
END OF LIFE DECISIONS: *
If you desire to provide special instructions to your survivors regarding your final arrangements, please write it above.

LEGAL DOCUMENT ASSISTANTS - CONTRACT FOR SERVICES

Choose One: I have read and understand the above Notice to Consumer and Contract for Services*
Choose yes, to proceed with services.
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