QuickEstatePlans
This is not just a web form, this is an attorney-backed estate planning tool developed by California attorney for Californians. If you have simple non-taxable estates and you have the time to do it yourself, this website is for you.
Please review and accept our Terms and Conditions prior to purchasing our products or services.
If you have further questions please contact us at 415-488-5552.
Wills, Trusts, Power of Attorney, Healthcare Directives
Protect your legacy the affordable way. If your total estate is below the estate tax threshold, and your planning needs are simple, our plans are right for you.
We offer California estate plans that you can complete yourself, providing you flexibility and saving you money.
Our documents are not generic “internet forms”, they are drafted according to California law.
Our Products and Plans
If probate is not your concern, either due to the size of your estate or how you hold your assets, then this is for you.
If the total value of your asset is higher than about $166,000, you may face probate. A simple trust will help avoid probate and save your heirs from substantial financial and emotional stress.
A simple trust will help avoid probate and save your heirs from substantial financial and emotional stress.
If your bank requires a to produce your Certification of Trust to transfer accounts to trust, this will help.
This document gives power of attorney to your agents for your non-trust financial matters even when you become incapacited.
Name a loved one to carry out your healthcare wishes if you are unable to.
Whether you are gifting your property through a trust or directly to a love, your quitclaim deed will help.
Learn more about each of these documents so you can make the decision that is right for you. Click below for more information.
Last Will and Testament
Revocable Trust
Certification of Trust
Durable Power of Attorney for Finance
Californiation Advance Healthcare Directive
Quitclaim Deed
What people say about us
“courteous and professional” “excellent service”
“very thorough and has keen attention to detail”
“deep experience and attention to detail was evident throughout the process”
”great at explaining complex and confusing ‘legal jargon’” “very patient, but persistent”
If you have more questions. Reach out to attorney for a consult.