Estate Planning Document Preparation

Organize and prepare estate planning documents based on the instructions and choices you provide.

Document preparation topics

Preparation of client-directed revocable trust documents and related paperwork.

Amendment paperwork reflecting changes provided by the client.

Restatement documents based on client-provided instructions and existing trust provisions.

Preparation of certification forms using trust information supplied by the client.

Preparation of will documents reflecting instructions and choices provided by the client.

Will paperwork associated with an estate plan, prepared at the client’s direction.

Preparation of changes to existing wills as specifically directed.

Financial power of attorney paperwork based on the principal’s specific instructions.

California advance health care directive forms reflecting the principal’s decisions.

Real property transfer document preparation at the client’s direction, with recording requirements confirmed separately.

Affidavit paperwork for appropriate property and estate administration circumstances.

Administrative paperwork prepared from trust provisions and instructions supplied by the client.