Legal Document Assistants

ESTATE PLANNING

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Legal Document Assistants

WHAT IS A LEGAL DOCUMENT ASSISTANT, LDA?

EXPERIENCE & PROFESSIONALISM

SINCE 2007

Since 2007, we have helped clients prepare a variety of legal documents. Each Legal Document Assistant, LDA, has their own field, they specialize in. Our Legal Document Assistants are highly qualified to prepare your legal documents. We also can refer you to an attorney in our coorperating referral network. We have an A+ Rating with the Better Business Bureau.

REGISTERED & BONDED

BBB A+ RATING

Our team consists of registered and bonded Legal Document Assistants. All your information remains confidential. We are members of CALDA, California Association of Legal Document Assistants and the BBB, Better Business Bureau. If you don’t need legal advice, you shouldn’t have to pay for it. We are priced competitively and provide dynamic service, to all our clients.

IMPORTANCE OF

ESTATE PLANNING

If you don’t create a Last Will & Testament or Living Trust the state will control who receives your assets. We all work hard for our money. We also should want control over who receives our assets after death. If you own a home or have a savings account in excess of $150,000 a revocable living trust is extremely important. If you pass away your loved ones can avoid probate court with a simple revocable trust.

PROBATE

Probate is a legal proceeding that is used to wind up a person’s legal and financial affairs after death. In California probate proceedings are conducted in the Superior Court for the county in which the decedent lived, and can take at least eight months and sometimes as long as several years. Fees do not include mandatory court filing fees of $435 for starting Petition and $435 for final Petition. There is also a Probate Referee fee, of approximately .01% of the value of the total estate.

Schedule An Appointment Today (916) 620-2446

Start Probate

 

Filing Petition Only

 

Starts $699

Probate Small Estate

 

Step 1,2, or 3

 

Starts $1499

Heggstad Petition

 

Full Service

Includes 1 Real Property and 1 Petitioner

 

Starts $1499

Probate Full Service

 

Start to Finish

Estate Value Up To $150k

 

Starts $1499

Probate Full Service

 

Start to Finish

Estate Value $151k – $349k

 

Starts $2499

Probate Full Service

 

Start to Finish

Estate Value $350k – $500k

 

Starts $3499

REVOCABLE
LIVING TRUSTS

A trust can prevent the probate process, get your assets to your loved ones much more efficiently,
and has other benefits during your life as well.

Schedule An Appointment Today (916) 620-2446

Single Persons

Revocable Living Trust

Starts $699

Includes: Revocable Trust, Pour Over Will, Healthcare Directive, and Power Of Attorney. Also Includes One Property Transfer Deed. Does Not Include County Recorder Fees Of $130 Per Property Transfer Deed.

Married Couples

Revocable Living Trust

Starts $799

Includes: Revocable Trust, Pour Over Will, Healthcare Directive, and Power Of Attorney. Also Includes One Property Transfer Deed. Does Not Include County Recorder Fees Of $130 Per Property Transfer Deed.

Living Trust

Deed Transfers

$149

Each Property Must Be Transferred Into the Living Trust, Once The Trust Has Been Created.  If you have more than one property, we charge per deed thereafter. Price Does Not Include County Recorder Fees Of $130 Government Fees, Per Property Transfer Deed.

ESTATE PLANNING
DOCUMENT PREPARATION

Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax. Estate planning includes planning for incapacity as well as a process of reducing or eliminating uncertainties over the administration of a probate and maximizing the value of the estate by reducing taxes and other expenses.

Schedule An Appointment Today (916) 620-2446

Last Will & Testament

Starts $249

A will or testament is a legal document by which a person, the testator, expresses their wishes as to how their property is to be distributed at death, and names one or more persons, the executor, to manage the estate until its final distribution.

Healthcare Directive Only

$199

The California Health Care Decisions Law, effective July 1, 2000, consolidated previous advance directives into the new Health Care Directive (AHCD). Advance health care directives allow you to have legal control over your health care treatment in the event that you are unable to speak for yourself.

Power Of Attorney Only

$199

A power of attorney is a legal document that gives someone the power to act on behalf of someone else. California Durable Power of Attorney allows the agent to make all financial decisions for the principal, even if the principal becomes incapacitated.

DEED
TRANSFER PREPARATION

Transferring a real estate title in California is a straightforward process accomplished through the use of a property deed. After selecting the right type of deed for your transaction, simply fill it out, sign it and file the deed at the county recorder‘s office. Select your deed.

Schedule An Appointment Today (916) 620-2446

Grant Deed | Quitclaim Deed

Starts $199

Plus $130 County Recorder Fee

 

Grant Deed: Can be used when property is being sold from one person to another, or to transfer real property into a living trust.

Quitclaim Deed: A quitclaim deed can be used for the transfer of real property in California of an unrecorded or recorded interest from a grantor to a grantee.

Inter-Spousal Transfer Deed

Starts $199

Plus $130 County Recorder Fee

 

An “inter-spousal transfer deed” transfers title (ownership) between a married couple. A gift given by one spouse to the other during the marriage is considered “separate” (owned separately), not “marital” (mutually-owned) property.

Transfer On Death Deed

Starts $199

Plus $130 County Recorder Fee

 

 Avoid probate and  the expense of a Living Trust. If you are the only owner, or if your co-owner has already passed away, your beneficiary will receive the property. In order to put their name on the title, they notarize and record a simple form called Affidavit of Death of Transferor under TOD Deed, along with a death certificate.

FOR MORE INFORMATION