Estate Planning (Wills & Trusts)
Secure your family's future and protect your assets with properly prepared estate planning documents — all for a flat fee.
What This Service Covers
Estate planning is about protecting the people you love and the assets you've worked a lifetime to build. We draft Wills, Living Trusts, Powers of Attorney, and Advance Healthcare Directives tailored to your specific wishes.
A common misconception is that estate planning is only for the wealthy — in reality, anyone with a home, bank account, or minor children needs a plan in place. If you pass away without a will or trust, the state decides who gets your assets and who cares for your children.
Who Needs This Service
- Anyone who owns a home or real property
- Parents with minor children
- Anyone who wants control over their medical and financial decisions
- People who want to avoid probate for their heirs
Documents We Prepare
- Last Will and Testament
- Revocable Living Trust
- Certification of Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive (Living Will)
- HIPAA Authorization
The Process
Consultation
We review your family structure, assets, and wishes.
Draft Documents
All estate planning documents are prepared based on your instructions.
Sign & Fund
Instructions for properly executing your documents and funding your trust.
Frequently Asked Questions
What's the difference between a will and a living trust?
A will takes effect after you pass away and must go through probate court. A living trust takes effect as soon as you sign it and allows your assets to pass to your beneficiaries without probate, which saves time and money.
Do I really need a living trust?
If you own a home, have significant savings or investments, or want to avoid the time and expense of probate for your family, a trust is usually a wise choice. In California, probate can take 9-18 months and cost thousands.
Can you update my existing will or trust?
Yes. We prepare amendments (codicils for wills, amendments for trusts) or complete restatements depending on how many changes you need.
Ready to Get Started?
Contact a By The People office near you for estate planning document preparation.