Wills, trusts, and the paperwork that protects your family — prepared with one-on-one guidance from a Legal Document Assistant with 20+ years of estate-planning experience. No confusing legalese. No $3,000 attorney bill.
“Planning today protects the people you love tomorrow.”
Two core packages cover most families' needs. Every engagement starts with a free consultation so you know exactly what you need — and what it costs — before you commit.
The essential foundation for families who need clear, legally sound instructions in place.
A Revocable Living Trust designed to help your family avoid probate and keep matters private.
Most clients complete their documents in a matter of days, not months — with someone experienced walking alongside them the entire way.
We talk through your family situation and figure out which package fits — no pressure, no obligation.
Based on your answers, your documents are prepared accurately and completely.
We walk through every document line by line so you understand exactly what you're signing.
Your documents are finalized, properly executed, and your family is protected.
You shouldn't have to choose between an attorney bill in the thousands and a generic form you fill out alone.
Inexpensive, but you're on your own — no one reviewing your answers or explaining what they mean.
Guided, one-on-one help from someone with two decades of estate-planning experience — at a fraction of attorney cost.
Best for complex estates, but often more time and cost than a straightforward will or trust requires.
I've spent more than twenty years working directly with families on their estate plans — revocable living trusts, powers of attorney, healthcare directives, and the countless details that come with making sure the right people are protected and the right paperwork is in place.
Estate Forms Services exists because most families don't need a $4,000 attorney retainer — they need someone experienced sitting with them, explaining things in plain English, and making sure nothing gets missed. That's exactly what I do, one family at a time.
A quick note on what we do: Estate Forms Services is a Legal Document Assistant service. We prepare legal documents at your direction and cannot provide legal advice. If your situation is legally complex, we'll tell you honestly and can refer you to an attorney.
An LDA is a non-attorney professional registered with the county to help individuals prepare their own legal documents, under California Business & Professions Code. We prepare documents at your direction — we cannot give legal advice or represent you in court.
No. We're a lower-cost, guided alternative for straightforward wills and trusts. If your situation is legally complex — a contested estate, business succession, or significant tax planning — we'll let you know and can point you toward an attorney.
Most clients complete their documents within one to two weeks of their consultation, depending on how quickly information is gathered.
Our LDA registration is California-based, so we serve California individuals and families. If you're located elsewhere, mention it during your consultation and we'll let you know what's possible.
That's exactly what the free consultation is for. We'll ask a few questions about your family and assets and recommend the right fit — no pressure to buy more than you need.
Book a free, no-obligation consultation and get clear on exactly what you need.
Book Your Free ConsultationTell us a little about your situation and we'll follow up to schedule a time that works for you.
