Revocable Trust, Trust Declaration, Trust Certification, Will, Healthcare Directive, Power Of Attorney, and Trust Transfer Deed.
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Address: 3550 Watt Ave., Suite 140, Sacramento, CA 95821
Angela Jones, CEO, of LDA PRO Legal, specializes in Real Estate Document Preparation Services, such as: Eviction, Probate, and Living Trust. In 2007, she began her career as a Realtor and Property Manager. Years later, she attended American River College, graduated with honors, and received an associate’s degree in Legal Studies and Language Studies. In 2016, she became a Registered Legal Document Assistant and Registered Unlawful Detainer Assistant, to provide affordable Legal document services to the public. LDA PRO Legal incorporates a business model that provides clients with affordable and reliable legal document preparation services, while implementing an easy, streamline process.
For over a decade, LDA PRO helped many clients prepare their Revocable Living Trust. It is important when searching for a legal professional to prepare your Living Trust, that they are knowledgeable in Estate Planning and use the appropriate up to date legal professional software and forms, when preparing your Living Trust. It is also important that your trust is funded appropriately.
Avoid probate and protect your assets, if you own real property or investments. Establishing a well thought out and properly funded living trust, provides asset protection for your surviving spouse and children, while maintaining better control over beneficiaries. It is most important to hire a Registered Legal Document Assistant that is knowledgeable, instead of doing it yourself and missing an important step.
If you have decided to establish a Revocable Living Trust, you can avoid paying high attorney fees, by hiring a Registered and Bonded Legal Document Assistant (LDA). When hiring Legal Document Assistants you can rest assured that registered LDAs hand prepare all documents from start to finish, with software only available to Legal Professionals. We are proud members of CALDA and the BBB.
Price Includes Notarized Marriage Stipulation Agreement, If Applicable, For An Uncontested Divorce.
Trusts offer flexibility in case of distributing assets. The grantor gets the authority to decide on how his/her possessions will be distributed to the receivers. However, in case the beneficiaries are incapable of managing the property efficiently, the trust allows the grantor to disburse the money in smaller amounts instead of giving the property all at once. Moreover, the grantor can even specify where the beneficiary can spend the money (for instance- food, rent, healthcare, etc.). It will restrict the receiver to spend the entire amount, here and there.
It is a popular process of donating into charitable associations. A grantor possesses the right of transferring his/her property, real estate, etc. to a charitable organization. In the intervening time, the grantor can even keep on using his/her asset. Furthermore, these types of charitable donations are most of the time tax-deductible. Hence, the grantor continues relishing his/her property knowing that in the end it will be used in some worthy-cause.
In some cases, a difficult situation arrives while distributing assets precisely. In such circumstances, nothing can be as fruitful as a living trust. For instance, in the case of a house, a living trust provides more power and control compared to a will. It clearly mentions the name of the owner and also the person who possess the right of using it. It also states whether the property is allowed to sell, if it is, then how it is to be distributed. In this way, the grantor can make sure how individual beneficiary acquires equal possession over the property. Apart from real estate, other assets that can be placed into the trust include vehicles or boats.
It is essential to mention that trusts can reduce the potential conflict among the heirs during the settling of an estate. The trust documents can be customized effortlessly for the sake of the grantor. He has the right of detailing the exact items, as well as monetary amounts that are to be given to the individual beneficiary. This helps a lot in eliminating arguments between the heirs. In fact, a trust can be tailored in such a way that a receiver’s spouse cannot interfere in between without his/her consent.
In some cases, a difficult situation arrives while distributing assets precisely. In such circumstances, nothing can be as fruitful as a living trust. For instance, in the case of a house, a living trust provides more power and control compared to a will. It clearly mentions the name of the owner and also the person who possess the right of using it. It also states whether the property is allowed to sell, if it is, then how it is to be distributed. In this way, the grantor can make sure how individual beneficiary acquires equal possession over the property. Apart from real estate, other assets that can be placed into the trust include vehicles or boats.
Unlike a will, trusts provide better privacy. The chief reason behind it is that trusts do not have to go through probate. Hence, there is no room for it to be listed in the public records. Thus, your objective remains totally confidential. Nobody gets to know whom you are leaving your assets.
When it comes to planning for the future, creating a Living Trust is one of the most effective ways to ensure your assets are protected and your loved ones are taken care of. At LDA Pro Legal, we specialize in providing top-tier Living Trust services in Sacramento, guiding you every step of the way in your estate planning journey.
A Living Trust is a legal document that holds your assets during your lifetime and dictates how those assets will be distributed upon your death. Unlike a will, a Living Trust can help you avoid the time-consuming and often costly probate process, ensuring your beneficiaries receive their inheritance without unnecessary delays or public scrutiny.
Establishing a Living Trust offers several benefits:
Our experienced paralegals in Sacramento are dedicated to simplifying the process of creating a Living Trust. We work closely with you to ensure that your estate plan reflects your specific wishes and complies with California law.
We follow a structured and comprehensive approach to Living Trust preparation:
To fully understand the importance of a Living Trust, it’s helpful to break down its key components:
The trustor is the person who creates the Living Trust and transfers assets into it. As the trustor, you have full control over the trust during your lifetime.
The trustee manages the trust assets. You can serve as the trustee during your lifetime, with a successor trustee taking over after your death or in the event of your incapacity.
Beneficiaries are the individuals or entities who will receive your assets after your passing. You can specify how and when each beneficiary will receive their inheritance.
There are several misconceptions about Living Trusts that we frequently encounter:
Many people believe that Living Trusts are only necessary for those with substantial wealth. However, Living Trusts offer probate avoidance and privacy benefits that are valuable to individuals at all income levels.
While a will is an important estate planning tool, it does not offer the same benefits as a Living Trust, particularly in terms of probate avoidance and incapacity planning.
At LDA Pro Legal, we provide a full suite of estate planning services to meet your needs:
Taking the first step toward securing your estate can feel overwhelming, but it doesn’t have to be. Here’s how to get started:
Don’t leave your family’s future to chance. Contact LDA Pro Legal today to learn more about our Living Trust services in Sacramento. Visit livingtrustsacramento.com or call us at (916) 620-2446 to schedule your consultation.
Protect your assets, avoid probate, and ensure your wishes are honored with our expert Living Trust preparation services.
Registered Legal Document Assistants, LDAs, are not attorneys. We cannot provide legal advice or represent you in court. We prepare documents at the client’s direction. If you need legal representation in court, we can refer you to a cooperating attorney.
LDA and Associates d.b.a. LDA PRO LEGAL
LDA # 2016-01 UDA# 2017-01
Sacramento County
Legal Document Assistant, LDA is a paralegal who registers at the county recorder’s office