If you (and your partner if you are married or in a registered domestic partnership) own less than $11,000,000 in assets, including real estate, business interests, investment accounts, retirement accounts, other bank accounts, tangible personal property (such as collections, vehicles, art), and intangible property (such as patents).
If you live at least 50% of the time in California and consider California to be your state of residence.
If you are at least 18 years old.
If you understand the effect of signing the documents and are not under any disability that would keep you from signing a legal document.
If you are doing this of your own free will and are not being pressured to prepare these documents by someone else.
What is the process for making my estate documents online?
California Trusts Online makes the estate planning process as simple as possible. Once you review the general information provided on our website and you have decided what documents you want to make, you complete our online questionnaire and we compile the documents for you. Our team of lawyers and legal assistants review your documents for clarity and consistency, and then you can either choose to have the documents emailed to you so that you can print them, or you can choose to have California Trusts Online print them and mail them to you.
Once you have your printed documents, you will need to properly sign them. The following documents need to be notarized:
Trust
Financial Power of Attorney
Advance Health Care Directive
Trust Transfer Deed
When you receive your Will, you will receive explicit instructions on how to properly sign your Will. It needs to be witnessed by at least two witnesses who are at least 18 years old, who are not named in the Will and who are both present at the same time when you sign the Will.
How can I get help from California Trusts Online?
You can email questions of a general nature to contact@californiatrustsonline.com, and we will respond promptly. While we can answer questions of a general or technical nature, we cannot give legal advice tailored to you.
This site is one of many resources available to you. You may wish to consult with an attorney for a more personalized estate plan. You alone are responsible for making a decision about your estate plan. California Trusts Online provides guidance, but is not designed to provide you with personalized legal advice.