Living Trust Estate Plan

One Time Fee of $595

Free Unlimited Attorney Time




Personalized Planning Made Simple. We employ a practical approach to design the right plan that fits your unique needs:

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Step One:

Your FREE educational consultation by phone with an Attorney assigned to assist you in creating your estate plan. Your attorney will answer any questions you may have about the process of creating your living will or trust.
OPERATOR

Step Two:

We work with you to gather information. Filling out the website document (intake sheet) together allows us to design and customize the best plan for you and your family. No matter what stage of life you’re in, you can protect your future and your family with proper estate planning..

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Step Three:

Once you have completed your intake sheet with your assigned attorney, you will send it to us via e-mail. In about three weeks you will receive your final Estate Plan documents ready to be signed.

Step Four:

Follow-Up To Ensure Satisfaction:

The follow-up call with your assigned attorney gives you the opportunity to ask any questions you may have about your estate plan documents, how they were prepared and about the funding of your Estate plan. Your assigned attorney will explain the documents and the process to you in-depth and without a time limit on this follow-up phone call.

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Your assigned Attorney will provide you with a follow-up telephone consultation explaining all your Estate Plan documents and answer any questions you may have about your Estate Plan and Proper Funding of your Estate plan. There is no limit on the time you can spend discussing information with your assigned Attorney.

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Personal Quality Service
Money Back Guarantee
No Risk
CALL NOW: 714-584-7492
Personal Quality Service
Money Back Guarantee
No Risk
CALL NOW: 714-584-7492
My assigned attorney was very patient with all my questions. He explained everything thoroughly and helped me to understand the importance of protecting my family’s future. My estate plan arrived at my door as promised. I’m so glad I used US Wills and Trusts.
Robert J. Simpson, Burbank,CA
I highly recommend US Wills and Trusts. The process was straightforward and easy to understand. My assigned attorney actually identified some issues for me that I wasn’t aware of. I feel much better about the future now that I have a plan in place. I know my kids are going to be taken care of after I’m gone.
Susan Hanson, San Rafael, CA

Welcome to our first blog post! US Wills and Trusts is new to the blogosphere, so we thought we’d give you a quick introduction to explain who we are and what we do. Watch this space for informational and interesting articles about a variety of topics in the future.

Who are we?

We are US Wills and Trusts. US Wills and Trusts is the brainchild of California Attorney Kevin Perkins of the Perkins Law Firm. Kevin’s years of legal experience have been brought to bear in creating this service. US Wills and Trust is not a law firm. We provide a service in creating a comprehensive estate plan tailored to each client’s specific needs. This service is available to California residents only at this time.

What we do:

We help people prepare for the inevitable. Death and taxes. We all know that you can’t avoid the finality of end of life, but we can certainly help with the taxes part! We help people plan so that their homes, businesses and assets are protected for the future and their families. California probate is extremely expensive. Creating a solid plan now in the form of a living will or trust is the best way to protect your loved ones from financial hardship when you’re gone.

US Wills and Trusts encompasses several ideas:

  1. Everyone needs a financial plan for the future no matter their time of life. US Wills and Trusts understands that needs change over time, and what was needed 15 years ago, may not be what’s needed now. Young couples with small children, individuals in midlife, nearing retirement or even end of life. Your estate plan is tailored to fit your needs.
  2. Unbundling legal services such as document preparation is a way for a wider segment of the population to affordably access these services. This is why US Wills and Trusts is set up to do one thing. Set up an estate plan. This process is streamlined with a flat fee, and an easy-to-follow information-gathering process. No legalese, no confusing questions. Setting up your estate plan is straightforward and uncomplicated. The assistance from an attorney assigned to your case provides you with explanations and answers.
  3. People have questions about how to plan and prepare for the future. This is addressed in a free phone call with an attorney when the service is engaged. You’ll talk to the attorney that’s assigned to assist you with your estate plan. You’ll have expert help navigating the process.
  4. A conversation with an attorney might lead to more questions or issues being identified. US Wills and Trusts provides a thorough follow up with explanations of all documents prepared, information about funding the estate plan created and details about proper signing and filing. There are also additional services available upon request.

The goal of our service is to help everyone plan for a secure future for their loved ones. Give us a call to find out more and get started on protecting your family’s future today. 714-584-7492. http://www.uswillsandtrusts.com.

Comprehensive Planning, Just for You and your Family

We all have an estate, no matter our net worth. An estate is the sum of our assets (bank accounts, real-estate, etc.) and responsibilities (kids, business interests, etc.). Our California Living Trust Estate Plans can help you avoid probate, minimize taxes and protect your loved ones upon your death or incapacity.

This service is only for California residents.

Your Estate Plan will include:

  • Living Trust also called Revocable trust

  • Pour-Over Will(s)

  • Durable Power(s) of Attorney

  • Advance Health Care Directive(s) also called Health care power of attorney

  • Nomination of Guardians for Minor Children

  • Nomination of Successor Trustee

  • Nomination of Executor

  • Support trusts for Minor Children

  • Schedule of Assignment of Real Property

  • Schedule of Assignment of Personal Property

  • Funding Instructions

    Unlimited Education from your personal assigned Expert Estate Planning Attorney



    *Other documents may be prepared at customer’s request for an addition fee per document

    Personal Quality Service
    Money Back Guarantee
    No Risk
    CALL NOW: 714-584-7492
Personal Quality Service

Estate Planning

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