Documents We’re Preparing to Offer
A simple document preparation service for Orange County families who want to organize their estate planning documents.
Revocable Living Trust
Document preparation for clients who want to place their home and assets into a trust.
Trust Package
Pour-Over Will
A will designed to work together with a living trust package.
Estate Documents
Power of Attorney
Financial power of attorney document preparation for trusted decision-makers.
POA
Advance Health Care Directive
Health care directive documents for medical decision-making instructions.
Health Care
Trust Transfer Deed
Document preparation for transferring real property into a living trust.
Real Estate
HIPAA Authorization
Authorization documents commonly included in estate planning packages.
Authorization
Property Schedule
A schedule to organize listed trust assets as part of the document package.
Trust Assets
Notary Service
Notary service may be available for documents requiring notarized signatures.
Notary
Important: Orange County Living Trust provides document preparation services and is not a law firm.
We do not provide legal advice, legal opinions, or legal representation. If you need legal advice about your estate plan,
tax issues, Medi-Cal planning, blended family concerns, disinheritance, disputes, or complex assets, you should speak
with a licensed California attorney.