Services

Estate Planning

Our flagship service. A complete estate document package that keeps your family out of probate, prepared in two appointments and recorded with Placer County. Everything most California homeowners need, in one flat fee.

• Revocable living trust (individual or joint for married couples)
• Pour-over will, including guardian nominations for minor children
• Advance healthcare directive
• Durable financial power of attorney
• Property transfer deed prepared and recorded with the Placer County Recorder
• Free 15-minute initial consultation
• Notary at signing (mobile notary available)

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California LLC Formation

Form a properly structured California limited liability company to protect your personal assets from business liability. We prepare and file the Articles of Organization with the California Secretary of State, draft your operating agreement, and walk you through next steps.

• Articles of Organization preparation and filing
• Operating agreement template (single-member or multi-member)
• EIN application guidance
• Statement of Information preparation
• Filing fee guidance

Add-on: registered agent service available. California Secretary of State filing fees are paid separately.

Divorce Document Preparation

Guided preparation of California divorce documents for uncontested cases. If you and your spouse are on the same page about the terms, we can help you navigate the paperwork without an attorney. We do not represent either side or provide legal advice — we prepare the documents at your direction.

• Petition for Dissolution of Marriage
• Required disclosure forms (FL-141, FL-142, FL-150)
• Marital Settlement Agreement
• Judgment preparation
• Court filing guidance

Best suited for uncontested cases without complex assets or custody disputes. For contested situations, we'll refer you to a trusted family law attorney.

Trust Amendments & Restatements

Already have a trust but life has changed? We can prepare amendments for small changes or a full restatement for substantial updates. Existing trusts drafted by an attorney or another LDA are welcome — we'll review what you have and recommend the most efficient path.

• Trust amendments for specific changes
• Full trust restatements
• Successor trustee changes
• Beneficiary updates
• Adding newly acquired property

When to update your trust →