Estate Planning
What is Estate Planning?
Estate planning is the process of deciding, in advance, how your assets, finances, and personal care will be handled — both during your lifetime if you become unable to manage things yourself, and after you pass away. A typical estate plan may include:
- A will — directs how your property is distributed and can name a guardian for minor children.
- A living trust — holds assets during your lifetime and can help your loved ones avoid the probate court process after you pass away.
- A power of attorney — lets someone you choose manage your financial affairs if you're unable to.
- An advance health care directive — lets you state your health care wishes and name someone to make medical decisions if you can't.
Types of Estate Planning
SD Thrive Solutions prepares the following estate planning documents based on your direction:
- Wills
- Living trusts
- Powers of attorney
- Advance health care directives
- Related transfer documents, such as deeds to fund a trust
How We Can Help
How it works: You tell us what you've decided, and we type and prepare your documents accurately and professionally. We can also assist with:
- Organizing your documents into a complete, ready-to-sign package
- Preparing supplemental forms and amendments
- Making copies for your records
- Notary referral information (if needed for signing)
What We Don't Do
As a registered California Legal Document Assistant, we don't recommend which documents you need, advise you on tax or asset-protection strategy, or interpret how the law applies to your situation. If you need that kind of guidance, we can point you toward a licensed attorney or a State Bar-certified Lawyer Referral Service.
Pricing is quoted per document or as part of a complete estate plan package — contact us for a quote based on what you're looking to prepare.
Send an Inquiry for Estate Planning Document Preparation
Professional Help When the Paperwork Feels OverwhelmingLet us help you move forward with confidence, complete the form with a few details about your situation. We'll review your message and get back to you within 24 hours.
Contact us for a quote based on your filing.
MANDATORY CALIFORNIA BUSINESS & PROFESSIONS CODE COMPLIANCE DISCLAIMER:
SD Thrive Solutions (SDTS) is a Legal Document Assistant, registered and bonded in the State of California, County of San Diego. SDTS is neither a law firm nor an attorney. SDTS is prohibited from providing legal advice; we cannot select legal forms for clients, and we cannot represent you in court.
We prepare legal documents at the specific direction of our clients pursuant to California Business and Professions Code section 6400. I am not an attorney. I can only provide self help services at your specific direction.'
Within this site, SDTS provides resource links directing you to procedural information and forms that have been made available to you by government agencies. The intent is to provide you with self-help resources that have relevance to your legal matter. These resources do not provide legal advice or legal opinion and should not be relied on as such.
SDTS’ services provide professional, accurate, self-help document preparation strictly under your specific directions. If you require legal advice or representation, please consult a licensed attorney.