personalized, living trusts
WHAT WE DO
Our Premium Service
A Complete Estate Planning Solution
All-Inclusive Package
REVOCABLE LIVING TRUST
Our Revocable Living Trust Package is your comprehensive, all-inclusive estate planning solution. Designed to protect your assets, avoid probate, and ensure the well-being of your beneficiaries.
Unlike other services, we offer a complete package with no hidden fees or upsells, giving you peace of mind knowing everything you need is included.
You'll breeze through every step of the trust creation process - from transferring assets into the trust to ensuring it’s properly funded and structured for maximum protection. The flexibility will provide you with a trust that can be easily modified as your life evolves, ensuring new assets purchased after the initial setup are seamlessly incorporated to avoid probate. (for life!)
At Estate Trust Pros, we don’t just walk you through your documents - we create peace of mind. Our team is dedicated to helping you navigate this critical process with confidence, ensuring your trust protects what matters most while preserving harmony for your loved ones. No Add-ons or Upsells.
Everything INCLUDED in Trust Package:
Declaration of Trust
Certificate of Trust
Pour-Over-Will
List of Trust Assets
Quickclaim Deeds - 3 Properties Included
Hipaa Authorization for Adult Children
Lifetime Trust Amendments
Complimentary Shipping
Health Care Power of Attorney
Durable Power of Attorney
Personal Property Memorandum
Funeral Directives
Hipaa Authorization
General Assignment
Funding Instructions
Online Portal w/Secure Access
Meet The Team
Julie Wahler
949.266.7332
Founder | Account Manager
Jeff Combs
Co-Founder | Client Relations
Jenni Fettig
714.345.4009
Account Manager
Danielle Braunstein
949.532.6364
Account Manager
A Family Business Helping Families
FREE 2025 GUIDE - GET THE FACTS
LEGACY UNLOCKED
The Essential 2025 Guide to Trusts, Wills, and Keeping Your Family Out
of Probate
Protects What Matters Most
Demystifies Estate Planning
Comprehensive, Up-to-Date Guidance
Client Feedback
"I cannot express my gratitude enough for the exceptional support I received from Estate Trust Pros. When my family was going through a tough loss of a loved one, we realized how important it was to have a trust and avoid the stress and time of probate."
Brant and Hila White
"Choosing Estate Trust Pros was the best decision I made. Their team guided me through all the complexities with precision and made the entire process feel seamless."
Rachel Walter
Estate Trust Pros is not a law firm, and its representatives are not attorneys. We do not provide legal advice, legal opinions, or legal representation. Our services are limited to assisting clients with the preparation and completion of estate planning documents through attorney-drafted software and document systems.