Living Trust Documents

Living Trust Documents is a trusted provider of Living Trusts and estate planning services, based in Sacramento, California. With over 30 years of experience, our company has established itself as a leading player in the probate avoidance sector. Our mission is to offer our clients top-notch Living Trusts and trust services at a reasonable cost, ensuring that their assets are incorporated into the trust.

Our Living Trusts provide peace of mind by safeguarding your estate for your loved ones and helping you avoid the costly and time-consuming probate process. Our trusts are tailored to cater to Medi-Cal or Medicaid situations, ensuring that your assets are protected and transferred according to your wishes.

Services Offered

At Living Trust Documents, we provide a wide range of services designed to meet the unique needs of our clients. Here is a breakdown of the services we offer:

• Living Trusts (Constitutional Law Trusts): Our Living Trusts are customized to meet your specific requirements. We use revocable living trusts, a popular estate planning tool, to determine who will receive your property upon your death. Our Living Trusts can be modified as your circumstances or wishes change, giving you the flexibility you need.

• Last Wills and Testaments (Pour-Over Wills): We also provide Last Wills and Testaments, also known as Pour-Over Wills. These documents serve as a safety net to transfer assets outside of your trust into your trust document. Some assets may go through probate first before being transferred into the trust, so it's crucial that we transfer your assets into your trust correctly.

• Estate Planning and Consulting: Our estate planning services encompass more than just Living Trusts and Last Wills and Testaments. We can help you plan for the future, providing guidance on tax implications, asset protection, and other financial considerations. Our consulting services are designed to help you make informed decisions about your estate.

• Power of Attorney (POA) Documents: We can help you create POA documents, including Health and Financial documents, for financial asset management. These documents designate someone to make decisions on your behalf, should you become incapacitated.

• Trust Services: Our trust services go beyond just creating Living Trusts. We offer updates to trusts, asset review, and lost trust services. For those who become incapacitated, we can take care of hospital paperwork and provide consultation on asset protection, helping qualified candidates apply for Medi-Cal or Medicaid. We also provide services to Successor Trustees, including consultation on beneficiary paperwork/asset planning.

Trust Packages

Our trust packages include everything you need to establish a rigid and secure Living Trust. Each package includes:

• Declaration of Trust
• Certified Trust Abstract for asset transfer
• Trust Minutes and Bookkeeping pages
• Pour-Over Will for Personal Property
• Durable Power of Attorney for Health Care
• Durable Power of Attorney for Finance Management
• Table of Contents
• Successor Trustee Instructions and Bookkeeping
• Living Will for Health Care issues
• Disposition of Last Remains Directive
• Catastrophic Medical Provisions
• Personal Property Transfer form(s)
• Organizational Binder
• Revocable Living Trust
• Certification of Trust (to prove to a bank or other institution that your trust exists)