Affordable Estate Planning & Living Trust Packages
A living trust package prepared for you by an estate planning expert without the need to leave your home
The ease of an internet living trust with the confidence of using an expert estate planning attorney
Unlike many other websites, our living trust packages are prepared by an expert Estate Planning lawyer with over 32 years of legal experience.
The essential documents you need to avoid probate and protect your family and your assets.
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Max Alavi has been recognized as a Super Lawyer, an accolade honoring his exceptional legal expertise and professional accomplishments.
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What Does a Living Trust Package Include?
Your living trust will include everything you need crafted by an estate planning expert attorney in order to avoid probate, minimize taxes and avoid conservatorship.
Our California Living Trust Package includes the following:
Attorney consultation
One of the most important parts of the process. This conversation allows the attorney to understand your needs, make suggestions and address your concerns.
Certification of trust
Along with the Declaration of trust will be used to add new assets to the trust without cost in the future.
Signing and recording service
Professional Notary services and recording of your documents at no additional cost.
Revocable living trust
The main document that sets out the people who will benefit from your estate and who and how that will be organized.
Pour-over will
A back up to the trust in case there is an unexpected situation that happens during the rest of your life.
Personal property memorandum
Allows you to leave personal property items to people you choose.
Advance healthcare directive
In the event of incapacity, the you designate can make medical decisions on your behalf and work with your doctor to chart a medical path to your recovery.
Durable power of attorney
In the event of incapacity, the people you designate can pay your bills and take care of financial matters until your back to health.
Declaration of trust
A summary of your trust for adding new assets to the trust without cost in the future.
Call us to speak with an attorney today!
SATISFIED CLIENT STORIES
"Max is the most approachable and comprehensive Estate Planning attorney in Orange County. His genuinely personal approach to my needs makes the whole process incredibly stress free. He listens and makes the structure of one's future life plan simple and affordable."
– Karen Rosenbaum, Real Estate Agent
"Max Alavi, Attorney at Law, APC were very professional and extremely personable. They answered all of our questions in great detail and put us at ease regarding our Living Trust."
– Krista W., Teacher
"We were very pleased with the personal attention that Max and his staff gave us. The Visual Estate Planning for our living trust made things very easy to review and overall much easier than I imagined it would be. I would highly recommend Max to anyone considering doing a living trust for their family."
– Fred Gant, Sales Agent
"We are so happy we found Max Alavi! We were very pleased with how professional, knowledgeable, and helpful he was. Having our living trust drawn up by Max and his staff was the most pleasant and stress-free experience. Highly recommend!"
– Judi Gutierrez, Real Estate Agent
"Our estate planning experience with Max Alavi was exceptional! He is knowledgeable, patient, respectful, and reasonably priced. He communicated clearly throughout our process and did everything we expected of him. He is very good at explaining complicated legal wording in simple terms, which made us feel confident that we understood what we were doing. I would highly recommend Max too."
– Greg Vick, Driver
"Very professional service. Max was wonderful! He answered all of our ridiculous questions as my husband and I hadn't ever thought of having a trust and had no idea what we were doing. It was a very simple process, and his office worked with us to schedule appointments with our crazy schedule. With our growing family, it's great to know that our children will be protected if something happened to me and my husband, and we can thank max for that feeling of protection!"
– Erin B., Musician
"Max Alavi made the process of creating a Family Trust very easy. He was organized and was able to answer any questions I had quickly. He treated me with respect and asked thoughtful questions about what I wanted. If you need a Family Trust I recommend Max Alavi highly without any reservations."
– David Washburn, Musician
"Max Alavi did an excellent job preparing our Living Trust for an extremely affordable price."
– Keeli S., Freelancer
"Max is thorough and easy to work with. He’s created a living trust for me as well as helping make other arrangements. Would recommend highly."
– Todd S Harris, Interior Designer
"I’ve always had nothing but the best experience in working with Max Alavi in creating my trust and an amendment, along with follow-up and any questions that I’ve had years to follow. He is always so responsive, and easy to get a hold of, very pleasant, and willing to assist. Seriously, the best experience that I have ever had in working with a lawyer. You need a trust created, or revised, work with Mr. Alavi, he is truly the best. His office staff is great as well. Always very professional and responsive. "
– J N, Accountant
"Great place to do your Living Trust! Good price and good service. He is a gentleman and his secretary, Carmela a sweet lady. I recommend him to my friends and family."
– Isabel Correal, Musician
"Thank you Max! Excellent service provided in setting up our family with a living trust. Max is very professional and courteous during the entire process. We were able to complete a thorough questionnaire online that led into an easy office visit. I highly recommend Max Alavi if you need a living trust or any other estate plan."
– Daniel Fisher, Driver
"I found max to be patient and responsive to our requests. It took a while to get everything in order since we live of-of-state and could not sign everything in less time. I will recommend Mr. Alavi to my co-workers when the subject of living trusts come up."
– Vicente, Driver
Max Alavi has been recognized as a Super Lawyer, an accolade honoring his exceptional legal expertise and professional accomplishments.
Max Alavi APC, OC Trusts Lawyer has been named to the Top 100 Registry of Business Leaders And Professionals 2018. Mr. Max Alavi, is recognized as a Super Lawyer in the areas of estate planning, probate and trust and probate litigation.
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