Living Trust Paralegal


A living trust paralegal prepares living trusts, wills, and all transfer documents to the trust.

When you communicate with us, you are hiring a paralegal, not a lawyer.  We are attorney supervised and can provide you with all the necessary legal living trust services.

Our paralegals assist clients and lawyers with funding the living trust.   We also draft the following documents:

Living Trust


Financial Durable Power of Attorney

Advance Health Care Directive

Certification of Trust (Trust Certification)

Funding Instructions


Preliminary Change of Ownership Report

16061.7 Trustee Notification

We will either email the documents to you or put them in a dropbox where you can download them.

Contact us: