Living Trust
Revocable trust for transferring assets to beneficiaries.
EZ Living Trust
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About EZ Living Trust
A California living trust portfolio includes a revocable living trust and pour-over will. EZ Living Trust offers an online process for preparing California-specific estate planning documents, with users answering questions about family, assets, and wishes before reviewing customized documents. The package also includes power of attorney and healthcare documents for financial and medical decisions if someone becomes incapacitated. Users can make edits, then receive a physical portfolio in a binder, ready to be signed and notarized. The service is designed to help transfer assets to beneficiaries while avoiding probate. It serves clients seeking estate planning documents without traditional attorney fees, and provides document tutorials and support from its team. The business is based in South Pasadena.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Pour-Over Will
Backup document for assets not placed in the trust.
Online Preparation
Answer questions, review documents, and receive a printed portfolio.
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