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Living Trust
Living Trust Document Preparation in California
We prepare accurate living trust documents for individuals and families throughout California. Protect your assets and spare your loved ones from probate without paying attorney fees.
What We Do
A living trust is one of the most effective estate planning tools available to California residents. It allows you to transfer your assets to your loved ones after you pass without going through probate, saving your family significant time, expense, and stress.
At By The People, we prepare all required living trust documents for individuals and families throughout California, accurately and at your specific direction. Whether you are setting up a new trust, amending an existing one, or funding a trust with property, we handle the paperwork so you can focus on what matters most.
We are not attorneys and cannot provide legal advice. All document preparation services are provided at your specific direction, as permitted under California Business and Professions Code sections 6400 to 6415.
Family Law Services
Who We Help
We assist individuals and families throughout California who want to establish a revocable living trust to protect their assets and simplify the transfer of their estate. A living trust is particularly valuable for California residents because it avoids the probate process entirely, which can be lengthy and costly in this state.
We serve clients in person from our Ridgecrest office and remotely via phone, video call, and email throughout California, including Kern County, Santa Barbara County, San Luis Obispo County, Los Angeles County, and Ventura County.
What is Included
We prepare all required documents for your California living trust, based on your specific situation and at your direction.
● Revocable Living Trust Agreement
The primary trust document establishing the terms, beneficiaries, trustee, and successor trustee of your living trust.
● Pour-Over Will
A companion will that directs any assets not already in the trust to be transferred into it upon your passing.
● Certificate of Trust
A condensed document that proves the existence of your trust to banks, title companies, and other institutions without revealing private details.
● Trust Amendment
A document used to make changes to an existing revocable living trust, such as updating beneficiaries or successor trustees.
● Assignment of Personal Property
Transfers personal property such as furniture, jewelry, and other belongings into the trust.
● Grant Deed (Trust Funding)
Used to transfer real property into your living trust so it passes to your beneficiaries outside of probate.
What to Expect
What to Expect When Working With Us
During your free consultation, we will review your situation, explain what documents you need, and walk you through the process from start to finish. We will then prepare your documents accurately and efficiently, typically within 3 to 5 business days, and guide you through reviewing and signing them before filing.
Service Areas
Document Preparation Near You
We serve clients throughout California from our Ridgecrest office. Our primary service area is Kern County. We also assist clients remotely across all counties listed below.
Ready to Protect Your Legacy?
Schedule your free consultation today. We will explain the process, answer your questions, and get your living trust documents prepared accurately and efficiently.
Or call us: (760) 382-2481