Reg. # 14-05 Sac. Co.

Phone:    (916)660-2041

Toll Free:(877)250-2181
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Wills & Trusts

  • Living Trusts
  • Wills
  • Power of Attorney
  • Deeds
  • Healthcare Directives

Living Trusts, Estate Plans and Wills


Our estate planning service includes: preparing wills, trusts, health care directives, power or attorney, final wishes and HIPAA release forms.


Power of Attorney (Health Care and Finances)


A power of attorney is a written, legal document that appoints an agent to manage your finances for you.

Living Will


A health care directive is a written document that informs others of your wishes about your health care. It allows you to name a person (”agent”) to decide for you if you are unable to decide. It also allows you to name an agent if you want someone else to decide for you.




If you do not have a valid will at the time of your death, state law will determine who your beneficiaries are.

Revocable Living Trust

A Living Trust is a great tool to use to avoid probate. Our Living Trust package options are listed below:

Getting Started

  • Complete Questionnaire(s)
  • Documents prepared (1-5 business days)
  • Documents delivered to you (notary included

Living Trust package (details below)

    1. Living Trust Document
      • Basic Trust - lets your family inherit your property without going to probate court
    2. Certification of Trust
      • A short version of your Living Trust, primarily used to transfer property into your trust document
    3. Pour Over Will
      • Leave property
      • Leave guardian to care for your child(ren)
      • Appoint adult to manage property for young children
      • Name executor (personal representative)
    4. Advanced Healthcare Directive
      • If you are concerned about the medical decisions being made at the end of your life
      • Other issues concerning your natural death
      • Consider someone to carry out your wishes
    5. Durable Power of Attorney for Finances
      • If you are elderly or in poor health, you may be concerned about who will manage your finances
      • A durable power of attorney gives a person you choose authority to manage your property
    6. Final Arrangements (if desired)
      • How will your family pay for your funeral
      • What will happen to you after your death
      • Do you wish to be cremated or buried
      • Make your wishes known
    7. Professional Estate Planning Binder
      • Blue Buffalo (faux leather) vinyl cover with matching blue Moire liner
      • Organizational Tabs

6060 Sunrise Vista Drive, #1650
Citrus Heights, CA 95610

I am not an attorney. I cannot give legal advice.