Business Assignment to Trust (Add-on)
Additional Support for DIY Estate Plans
Available as additional support with the purchase of a DIY trust-based estate plan, to transfer your business to the trust.
If you own a business, it is important to assign your interest to your trust so that your business interest (no matter how high or low value) doesn't have to go through a public probate court proceeding after your death or incapacity in order to be run, sold, or wound down.
Mistakes happen with businesses and trusts all the time.
When it comes to your business, the cost of mistakes can be high, possibly including requiring a public court proceeding to close down, sell, or run the business, or even the possibility of the wrong person(s) ending up inheriting the business.
Thus it is critical to have a lawyer prepare any business assignments to avoid potential costly and time-consuming headaches.
Investment — $500 per business
Add this to your plan
A better way to DIY — with options from a lawyer
This DIY option was created by a California wills, trusts, and probate lawyer who has spent years drafting documents, administering trusts, and handling probate after things go wrong.
It’s designed to be comprehensive, not bare minimum. You’re guided through the questions that actually matter, and your documents are generated based on your answers — not left blank for you to figure out on your own.
Our goal is to make it straightforward to use a lawyer-designed solution, without the confusion, intimidation, or guesswork that comes with generic DIY templates.