The internet’s most popular site for all of your legal tasks.
(310) 746-3777
contact@thelegaltask.com
Home
Create a Trust
Revocable Living Trust
Testamentary Trust
Create a Will
Frequently Asked Questions
Pricing
Contact
Create a Revocable Living Trust
Type your full legal name?
State your full legal name as it appears on other formal documents, such as real estate deeds or bank accounts. At a minimum, include first name, middle initial, and last name. If you also use another name, the second name should also be listed. List the name used most often first, followed by "also known as" or "aka" and the name used less often.
Are you at least eighteen (18) years of age?
Yes
No
STOP! Unfortunately, pursuant to California law, you must be at least 18 years of age, at the time you prepare/execute your estate planning documents.
Are you currently of SOUND MIND and FREE OF MENTAL ILLNESS?
Yes
No
STOP! Pursuant to California law, you must be of sound mind and free of mental illness at the time you prepare/execute your estate planning documents.
What is your Email Address?
Are you married?
Yes
No
What is the legal name of your spouse?
(This document will leave all of your property which is not defined within a specific bequest to your Spouse)
How many children do you have?
None
One or More
Enter all of the names of your living children whether natural or adopted.
Full Name
Age
Are any of your children under the age of 18?
Answering "yes" to this question means that the program will include a provision for you to nominate 2 possible guardians for your children in your Will. If you have children that have not reached the legal age of majority (18 in most states), a guardian or conservator will be appointed by the court upon your death if the other natural parent or no other legal guardian is then living. Nomination of your preferred guardians in your Will is persuasive, but does mean the court must appoint any of your choices.
Yes
No
Enter the name of your first choice to act as guardian or conservator of your minor children. Include the person's first name, middle initial, and last name.
The person you select should be someone you trust to be responsible for the personal well-being of your minor children and to handle any of the minor children's financial affairs not handled through the Living Trust. If you are married to the other parent (natural or adopted) of each of your children, it is not necessary to name that other parent here. That other parent would likely be the sole legal guardian of your surviving children. Appointment of a guardian would most often be necessary only if both parents are deceased. If you are not married to the other parent of your child or are widowed, you may want to designate your current spouse as your preferred guardian for your children. The person selected may be the same person as the Trustee or Personal Representaive. Some people, however, prefer that the person responsible for the children not be the same person handling the child's finances under the trust. While the decision concerning a guardian or conservator is an important one, the person named in the Will is only the person you request the probate court to appoint. If the probate court does not believe the person selected is the appropriate person to act as guardian or conservator, or if the person selected decides that he or she does not want to act, the probate court will appoint another person. It is very important that you notify everyone you name as one of your guardian choices, and that you make sure all of the people you have chosen are both able and willing to act.
Enter the name of your second choice to act as guardian or conservator. If you do not wish to name a second choice, type "none.
What is your gender?
Male
Female
Type your complete residential address?
Select the COUNTY in which you presently reside?
Alameda
Alpine
Amador
Butte
Calaveras
Colusa
Contra Costa
Del Norte
El Dorado
Fresno
Glenn
Humboldt
Imperial
Inyo
Kern
Kings
Lake
Lassen
Los Angeles
Madera
Marin
Mariposa
Mendocino
Merced
Modoc
Mono
Monterey
Napa
Nevada
Orange
Placer
Plumas
Riverside
Sacramento
San Benito
San Bernardino
San Diego
San Francisco
San Joaquin
San Luis Obispo
San Mateo
Santa Barbara
Santa Clara
Santa Cruz
Shasta
Sierra
Siskiyou
Solano
Sonoma
Stanislaus
Sutter
Tehama
Trinity
Tulare
Tuolumnea
Ventura
Yolo
Yuba
Enter today's date.
Do you wish to name more than one person as beneficiary of your estate?
Yes
No
Name
Address
Percentage
Enter the name, address, and telephone number of the person who is your first choice for successor trustee.
A successor trustee is the person you designate to administer, manage, control, and settle your trust after you die (or become incapacitated). For example, if during your lifetime, you become physically incapable of handling your affairs, your successor trustee becomes responsible for all such matters.
Enter the name, address, and telephone number of the person who is your second choice for trustee. If you do not wish to name a second choice, type: "none".
Do you own real property?
There are 2 types of property: (1) Real Property; and (2) Personal Property. Real Property refers to land and things permanently attached to the land. Personal property generally refers to everything else (i.e., the items which are movable and not a part of the land). For example, your house (and the land on which its built) is considered Real Property; your car, bank account, and computer are items of Personal Property.
Yes
No
Address
City
State
ZipCode
Do you own any automobiles?
Yes
No
State the year
Make
Model
Current license plate for each automobile
Do you wish to transfer bank accounts, insurance policies, and/or stock certificates to your trust?
Yes
No
Bank Accounts: Account number(s)
Name of Insurance Company
Policy number
Brokerage Accounts (Stocks): Account number(s)
Coupon Code
Apply Coupon
Remove Coupon
Card Holder Name
Credit Card Number
Expiration Date
01
02
03
04
05
06
07
08
09
10
11
12
/
Card Security Code
What is a card security code?
Please wait........
Total Cost:
$229.95
SALE PRICE:
$195.00
(310) 746-3777
