Wills & Trusts

With the right estate planning documents in place, you can help your beneficiaries avoid the delays and expenses of probate. We can help with Wills, Living Trusts, Restatement of Living Trusts, Healthcare Directives, Powers of Attorney, and trust transfer deeds.

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    At ProSe Legal Service, we understand the importance of creating a comprehensive estate plan that includes wills and trusts. Our legal document assistants or legal document preparers are here to help guide you through the process and ensure that your wishes are properly documented.

    In California or Nevada, creating the right estate plan can be a difficult process. So, we will break down the process of wills and trusts and explain their importance.

    • What are wills & trusts?
    • Why create a will or trust?
    • How to create a will or trust?
    • How we can help setup a will or trust?

    What are Wills and Trusts?

    Wills and trusts are two important legal documents where you can instruct how you want your assets to be distributed after you pass away. A will is a legal document that outlines how your assets should be distributed and who should be responsible for managing your affairs after your death. A trust incorporates the benefits of a will, but is also a legal arrangement where one person (the trustee) holds and manages property for the benefit of another person (the beneficiary).

    Why Create a Will or Trust?

    Creating a will or trust is an important part of estate planning. By doing so, you can ensure that your assets are distributed according to your wishes, rather than leaving it up to state law. Additionally, creating a will or trust can help minimize potential conflicts among family members and loved ones. The big difference between a will and a trust is that a trust helps avoid Probate court, while a stand a Will does not.

    How to Create a Will or Trust?

    Creating a will or trust may seem like a daunting task, but our legal document assistants or legal document preparers can help guide you through the process. We will work with you to understand your specific needs and goals and ensure that your wishes are properly documented and protected. Our team has extensive experience in drafting wills and trusts, and we will ensure that your documents comply with all relevant California or Nevada laws and regulations.

    How Our Legal Document Assistants or Legal Document Preparers Can Help

    Our legal document assistants or legal document preparers are here to help simplify the process of creating wills and trusts. We will work with you to understand your specific needs and goals and ensure that your documents are properly drafted and executed. Our team will guide you through every step of the process, from initial consultation to final document preparation and execution.

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    Frequently Asked Questions:

    • What is the difference between a will and a trust?
    • A will is a legal document that outlines how your assets should be distributed and who should be responsible for managing your affairs after your death. A trust, on the other hand, is a legal arrangement where one person (the trustee) holds and manages property for the benefit of another person (the beneficiary). While both wills and trusts can be used to distribute assets after death, trusts can be beneficial for avoiding probate.
    • Can I make changes to my will or trust after it has been created?
    • Yes, it is possible to make changes to your will or trust after it has been created. However, any changes should be made through proper legal channels to ensure that they are valid and enforceable. Additionally, it is important to regularly review your estate plan and make updates as needed to reflect changes in your life circumstances, such as a change in marital status or the birth of a child.
    • What is a trust?
    • A trust is a legal arrangement where a person, known as the grantor or settlor, transfers their assets to a trustee, who holds and manages those assets on behalf of the beneficiaries. The trustee has a fiduciary duty to act in the best interests of the beneficiaries and follow the instructions specified in the trust document. Trusts can serve various purposes, such as preserving wealth, avoiding probate, providing for the care of minor children, or minimizing estate taxes. Trusts can be created during the grantor’s lifetime (living trusts) or through their will (testamentary trusts).

    How to Get Started on Your Will & Trust Matters

    If you are ready to file your estate planning documents in California or Nevada, our legal document assistants or legal document preparers are ready to help. Here is how you can get started today:

    1. Fill out our contact form
    2. Make an appointment
    3. Meet with one of our LDAs or LDPs
    4. Discuss the filling process
    5. Discuss the next steps

    Contact us Today!

    At ProSe Legal Service, we are committed to providing high-quality legal document assistance services to our clients. If you are interested in creating a will or trust, or have questions about the process, please contact us today to schedule a consultation.

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    Clients who wish to distribute assets amongst their beneficiaries while avoiding probate upon their death can use this service to draft a living trust document. Package includes: Living Trust, Pour Over Will, Certificate of Trust, Power of Attorney for Finances, Healthcare Directive, and 1 Trust Transfer Deed. Includes notary and recording fees.
    Clients who wish to make changes to their living trust or who wish to rewrite the entire trust may use this service. This includes: Living Trust, Pour Over Will, Certificate of Trust, Power of Attorney, Healthcare Directive, and 1 Trust Transfer Deed. Includes Notary and recording fees.
    Clients who choose to establish their wishes for their estate upon their death may use this service to draft a will – a document that declares what is to be done with their assets, property, and to appoint a Guardian for minor children.
    Clients who choose to establish their wishes for themselves at the end of their lives, their estate, and their surviving loved ones may use this service to draft a Will and other estate planning documents. Package includes: Will, Power of Attorney, Healthcare Directive, and Burial Instructions.
    Clients may use this service to prepare documentation that allows a trusted individual to act on the client’s behalf in matters dictated by the power of attorney document. These may include financial matters, legal matters, and real property transactions.
    Clients may use this service to prepare documentation allowing a trusted individual to make healthcare decisions on the client’s behalf should the client be unable to make them themselves. Healthcare providers are under an obligation to abide by your agent’s requests. This document may specify instructions for the agent and may outline situations in which the agent may take control.

    We provide document preparation services for the following areas:

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