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 your trust.
The benefits and terms of a trust apply to the assets the trust owns, and real estate must be transferred into a trust with a deed and other required paperwork. The details of such transfers are critical.
The cost of mistakes is high, from increased property taxes for the remainder of the time you (or your family) own the property, unnecessary transfer taxes at the time of transfer, and even the wrong person becoming owner of the property.
Mistakes happen with deeds all the time.
It is critical to your bottom line to have an experienced lawyer prepare 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 — $550 each deed
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.