Wills & Living Trusts

Wills & Living Trusts Document Preparation

At Legal Document Assistant, we understand the importance of planning for the future. Whether you’re looking to protect your assets, ensure your loved ones are taken care of, or minimize the complexities of estate administration, having a valid will or living trust in place is essential. Our Wills & Living Trusts Document Preparation Services help you take control of your legacy, giving you peace of mind knowing that your wishes will be honored.

Why Wills & Living Trusts Matter

Wills ensure your assets are distributed according to your wishes after your passing. They also allow you to designate guardians for minor children and specify how debts and taxes should be handled.
Living Trusts are a powerful tool for managing your assets during your lifetime and after. Unlike a will, a living trust allows for the seamless transfer of property without going through the probate process, saving time and reducing costs.

By preparing these important documents now, you can help avoid complications for your family and ensure your estate is handled according to your preferences.

Our Services

We offer comprehensive services to help you create and prepare all necessary documents related to wills and living trusts:

Will Preparation

Last Will and Testament
A will is the foundation of your estate planning. We help you create a will that clearly outlines how your assets should be distributed, who should be in charge of your estate (the executor), and who should care for your minor children, if applicable.
Testamentary Trusts
If you want to leave specific assets to beneficiaries while controlling how they are distributed (e.g., for minor children or dependents), we can help you create a testamentary trust within your will.
Guardianship Designation
For parents of minor children, it’s crucial to appoint a guardian in case something happens to you. We will ensure your children’s guardianship is clearly defined in your will.
Witness & Notary Services
To ensure your will is legally valid, we assist with the witnessing and notarization process, complying with the legal requirements of your state.

Living Trust Preparation

Revocable Living Trust
A revocable living trust allows you to retain control over your assets during your lifetime, while providing for their smooth transfer upon your death. We help you set up and fund your trust to avoid the lengthy and costly probate process.
Irrevocable Living Trust
For those seeking greater asset protection or tax benefits, an irrevocable trust offers additional advantages, such as protecting assets from creditors or qualifying for Medicaid benefits.
Trust Amendments & Funding
Over time, your trust may need to be updated. Whether you need to amend your trust or properly fund it with your assets, we’re here to ensure everything is in place and legally sound.
Special Needs Trusts
If you have a loved one with special needs, we can help set up a trust that ensures their future care without jeopardizing government benefits.

Trust Administration Assistance

Executor & Trustee Guidance
We assist your designated executors or trustees with the administrative duties required to carry out your wishes, helping them navigate the legal and financial processes involved in settling your estate or managing your trust.
Probate Avoidance
One of the primary benefits of a living trust is avoiding probate. We help ensure your trust is properly structured to bypass probate, allowing for a quicker and more private distribution of assets.

Why Choose Legal Document Assistant for Wills & Living Trusts?

Professional Expertise
Our team is experienced in estate planning, and we stay updated on the latest legal changes to ensure your will or trust is valid, clear, and compliant with all state and federal laws.
Personalized Attention
We understand that each family’s needs are unique. Our services are tailored to your specific circumstances, whether you need a basic will or a complex living trust.
Cost-Effective Services
We offer affordable pricing to help you secure your family’s future without breaking the bank. Creating a will or trust is an investment in your peace of mind and your loved ones’ well-being.
Comprehensive Support
From the initial consultation to the final signing, we offer complete support throughout the entire process. We also provide ongoing assistance with updates and changes as needed, ensuring your estate plan stays current.
Easy & Efficient Process
We simplify the estate planning process for you. Our team guides you step-by-step, ensuring you understand your options and the impact of your decisions, so you can feel confident in your choices.

How It Works

Consultation
We begin by discussing your goals and the details of your estate planning needs. Whether you’re interested in a will, a living trust, or both, we’ll help you understand the best approach for your situation.
Document Drafting
Once we understand your preferences, we’ll prepare the necessary legal documents, ensuring all details are accurate and compliant with the law.
Review & Finalization
After preparing your will or trust, we will review the documents with you and make any necessary revisions. Once you’re satisfied, we’ll finalize the documents for signing.
Signing & Notarization
To make your will or trust legally binding, we’ll assist with the signing and notarization process, ensuring all required witnesses are present and the documents are valid.
Ongoing Assistance
We’re here to help with any future updates or changes. If your family’s circumstances change, we can assist with modifying your documents to reflect your current wishes.

Get Started Today

Planning for the future doesn’t have to be difficult. At Legal Document Assistant, we make creating a will or living trust simple and straightforward. Let us help you protect your legacy, ensure your loved ones are cared for, and provide you with peace of mind for years to come.