Deed to Trust

Additional Support Add-on for Trust-based Estate Plans

Available as additional support with the purchase of a DIY trust-based estate plan, to transfer real property to the trust.

If you own real property in the United States, and create a living trust as part of your estate plan, the real property needs to be owned by the trust. Transferring the real property to the trust needs to be done carefully and with great attention to detail.

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Mistakes happen with deeds all the time.

The cost of mistakes is high, possibly including increased property taxes for the remainder of the time you (or your family) own the property, incurring unnecessary transfer taxes or fees at the time of transfer, or even the possibility of the wrong person(s) ending up owning the property.

Thus it is critical to have a lawyer prepare any real property deeds.

NOTE: This is specifically for California properties. Email us if your property is outside of CA, so we can confirm the cost for you.

Investment — $500 each

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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.

If you’re not sure this is for you, let’s talk.

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Business Assignment to Trust | Additional Support