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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.

Probate Questionnaire - Formstack
CALIFORNIA PROPERTY - What sort of property did the Decedent own? Check all that apply:
OUTSIDE CALIFORNIA PROPERTY - What sort of property did the Decedent own? Check all that apply:
Do you estimate that the total value of the Decedent's property, exceeds $50,000?
Did the Decedent have a Will?
In a probate case, an executor (if there is a will) or an administrator (if there is no will) is appointed by the court as personal representative to collect the assets, pay the debts and expenses, and then distribute the remainder of the estate to the beneficiaries (those who have the legal right to inherit), all under the supervision of the court.
Were any children born to or adopted by the Decedent?
Were any of those children born to or adopted by the Decedent, after the Will was executed?
Was the Decedent Married, at time of death?
Was the Decedent ever divorced?
Was the Decedent ever widowed?
Does the Decedent have parents that are still living?
If Known
Does the Decedent have grandparents that are still living?
If Known
Does the Decedent have siblings that are still living?
If Known
Does the Decedent have aunts or uncles that are still living?
If Known
Was the Decedent a partner or a shareholder in a business?
Is there a Partnership Agreement or Shareholder Agreement?
Was Decedent employed at the time of death?
Was the Decedent a beneficiary under any retirement or pension plan?
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