Documents We’re Preparing to Offer
A simple document preparation service for Orange County families who want to organize their living trust, fideicomiso, and estate planning documents.
Revocable Living Trust / Fideicomiso
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 & Fideicomiso 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.