Choose a package or a standalone document

Forms & Packages

Prices are positioned to stay competitive with national online estate-planning products while adding California-focused guidance, better intake structure, and stronger trust-package completeness.

Trust packages include one California deed and one California PCOR. Additional deeds are purchased separately at the standalone deed price.

Packages

See the included value, the package savings, and buy in one step.

Standalone Documents

Buy one document at a time when you do not need a full package.

Schedule A and trust asset headings

Trust-package buyers are asked for asset information so the Schedule A worksheet is more useful for the successor trustee. We prompt for bank accounts, investment accounts, retirement accounts, business interests, real property, life insurance, vehicles, valuable personal property, and other important assets.

If a client is uncomfortable entering that information online, we include a blank Schedule A with headings and this note printed on the page:

“You chose not to input asset information during the intake process. Use the headings below and handwrite your asset information here if you want to maintain a Schedule A with your trust.”