Sign up Online to Begin Your Legal Documents

If you are ready to do a Living Trust or incorporate your business, but want to save some money on gas for a trip to the office, this is the place to begin!  Once you sign up for our services, you can download all of the forms necessary to get started.  And remember!  Signing up online is just like signing up in our office, without the car trip!  Jeff and his staff are available to assist you, by telephone or by appointment, with the questions you will probably have, and to prepare your documents once you submit your forms.  In addition to our competitive prices, we don’t add fees every time you call us with a question or want to sit with Jeff Isaac or his staff face-to-face!  The only additional fees you may have to provide will be nominal costs to third parties, such as the County Recorder, for transferring real property to your Living Trust, or materials and filing fees for your incorporation.  We don’t like hidden fees and don’t think you should have to pay them, either! 

Living Trust - Married

Avoid Probate with responsible estate planning.  Most people think that all they need is a Will and to designate beneficiaries to make sure their property passed to their heirs when they die.  Most of those people could not be more wrong!  If you own real property, you need a Living Trust!  A Living Trust is a way to pass instructions for the transfer of your assets to your heirs on your death, and to ensure management of your affairs if you become incapacitated.  When you have a Living Trust, you can eliminate all of the fees, hassles, and courtroom drama associated with Probate.  You also prevent court interference if you become incapacitated, and provide for guardianship of your minor children.  Our Living Trust will also contain “A-B” provisions, allowing you to maximize your estate tax exemptions. None of us like to think about our own mortality, which is why so many families are caught unprepared. It may also help married couples avoid high capital gains taxes. A living trust can provide you with more privacy than a will because in most states, Living Trusts are not recorded. 

When you purchase a comprehensive Living Trust package from us, we will provide:

•  A customized Revocable Living Trust
• A “pour-over” will for you and your spouse
• A Durable Power of Attorney for Personal and Financial Matters for you and your spouse
• An Advance Health Care Directive for you and your spouse
• A one year membership with DocuBank’s storage and retrieval system for your Advance Health Care Directive for you and your spouse
• Related Notary service

Living Trust - Single

Avoid Probate with responsible estate planning.  Most people think that all they need is a Will and to designate beneficiaries to make sure their property passed to their heirs when they die.  Most of those people could not be more wrong!  If you own real property, you need a Living Trust!  A Living Trust is a way to pass instructions for the transfer of your assets to your heirs on your death, and to ensure management of your affairs if you become incapacitated.  When you have a Living Trust, you can eliminate all of the fees, hassles, and courtroom drama associated with Probate.  You also prevent court interference if you become incapacitated, and provide for guardianship of your minor children.  As an added benefit, a living trust can provide you with more privacy than a will because in most states, Living Trusts are not recorded. 

 When you purchase a comprehensive Living Trust package from us, we will provide:

• A customized Revocable Living Trust
• A “pour-over” will
• Durable Power of Attorney for Personal and Financial Matters
• Advance Health Care Directive
• A one year membership with DocuBank’s storage and retrieval system for your Advance Health Care Directive
• Related Notary service