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(916) 620-2446

Estate Planning Services

10+ Years in Business

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Address:
3550 Watt Ave Ste 140,
Sacramento CA 95821

Local Estate Planning Specialists, 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

3 Reasons to consider Setting Up a Living Trust

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.

Deed Transfer Questionnaire - Formstack
Your Name*
Your Current Address*
What type of transfer?*
$_________
Property Address for Deed Transfer*
Is this your residence?*
Is your mailing address different than the property address?*
Mailing Address*
Choose One: Type of property*
Name #1
Name #2
Name #3
Name #4
Name #1
Name #2
Name #3
Name #4
Explain
Have you read and understand the above?*
Choose one
Use your mouse or finger to draw your signature above
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