Living Trust Preparation
Prepare a California revocable living trust to establish how eligible assets may be managed and distributed while supporting privacy and probate avoidance.
Protect your wishes, prepare your family, and organize your California estate with thoughtful trust and probate-avoidance planning. HomeTrust provides clear document preparation for living trusts, powers of attorney, healthcare directives, deeds, and trust funding. With direct guidance from Marco Mariani, homeowners can move forward with a practical plan designed around their property, family, and long-term goals.
Document preparation and trust-funding support for homeowners, couples, and families organizing California estate plans.
Prepare a California revocable living trust to establish how eligible assets may be managed and distributed while supporting privacy and probate avoidance.
Create a joint living trust for couples who want to coordinate jointly owned property, asset management, and future distribution instructions.
Develop trust and funding documents designed to help eligible assets remain outside probate when property and accounts are correctly transferred.
Prepare advance healthcare directives that document medical wishes and appoint someone to make healthcare decisions during incapacity.
Prepare durable financial powers of attorney so a designated person can help manage financial and related affairs when necessary.
Prepare deeds and provide recording guidance for transferring California real estate into a trust and correcting property documentation when needed.
HomeTrust helps California homeowners organize the documents and property transfers that make an estate plan meaningful. From revocable and joint living trusts to powers of attorney, healthcare directives, and deed preparation, Marco Mariani provides direct, personal guidance rather than routing clients through a call center. The process is designed to clarify your wishes, support eligible probate avoidance, and help establish a properly funded plan.
See how focused document preparation helps families organize trusts, property transfers, and generational planning.
Get direct, California-specific document preparation from an experienced licensed professional.
Marco Mariani brings 33 years of experience preparing California trusts and related estate documents.
More than 10,000 California trusts prepared for homeowners and families seeking organized planning.
Communicate directly with the document preparer instead of being routed through a call center.
Receive guidance for transferring homes and accounts into trusts across California service areas.
Personal guidance from HomeTrust founder Marco Mariani.
Licensed Document Assistant, LDA #231
Marco Mariani is a California Licensed Document Assistant (LDA #231) with 33 years of experience serving homeowners and families throughout San Diego County. As the founder and operator of HomeTrust, Marco specializes in preparing California-specific living trust packages, including revocable living trusts, pour-over wills, durable powers of attorney, and advance healthcare directives. Since 1992, he has personally prepared more than 10,000 California trusts and completed over 3,000 generational transfers, guiding clients through trust funding and deed preparation to help avoid probate. Marco is known for providing direct, personal service rather than routing clients through a call center, ensuring every homeowner understands their trust and feels confident their estate plan is properly established and funded.
HomeTrust prepares California estate planning documents such as revocable living trusts, pour-over wills, durable financial powers of attorney, and advance healthcare directives. Services may also include deed preparation, county recording assistance, and trust-funding guidance. The appropriate documents depend on your circumstances, property, family, and planning goals, which can be discussed during the free consultation.
Speak directly with HomeTrust about your documents, property, and next steps.
HomeTrust provides estate planning document preparation and trust-funding support across these California service areas.
33 Years
Experience
10,000+
Trusts Prepared
Multiple Counties
Service Coverage
Ask HomeTrust about document preparation and mobile notary availability near you.
Licensed Document Assistant credential in San Diego County
Estate planning document preparation experience since 1992
More than 10,000 California trusts prepared
Share your goals with HomeTrust and learn which estate planning document preparation services may fit your situation.
For immediate assistance, feel free to give us a direct call at 619-701-2764.
For immediate assistance, feel free to give us a direct call at 619-701-2764.