Living Trust Cost and Probate Calculator

HomeTrust lists a special introductory rate for an individual revocable living trust package, starting at $409 / settlor plus recording and notary fees per Settlor. A complete joint living trust package is listed at $618, also plus applicable fees. Pricing references should be reviewed during the free consultation so the documents, funding needs, and additional recording requirements are clearly understood before payment.

A living trust may help eligible assets remain outside probate when those assets are correctly transferred into the trust. For homeowners, this commonly includes preparing and recording a deed that retitles real estate. A trust alone does not automatically transfer every asset, so proper funding and account-specific ownership updates are important parts of the planning process.

HomeTrust describes a complete package as including a revocable living trust, pour-over will, durable power of attorney, and advance healthcare directive. The package may also include guidance for funding the trust, including transferring a home and addressing certain accounts. The exact documents and preparation needs can be reviewed during the consultation.

HomeTrust describes document preparation as taking one to three business days after the consultation for its revocable trust service. Signing, notarization, deed recording, and trust funding occur afterward and may involve separate requirements. The schedule for those steps depends on the documents, property information, and county recording process involved.

Homeowners commonly transfer eligible real estate into a living trust by preparing and recording a deed. This retitling step is important because a trust generally cannot manage property that remains outside it. HomeTrust prepares deeds for California real estate and provides funding guidance, while county recorder requirements and property details should be reviewed for each situation.

Yes. HomeTrust offers amendment and corrective-document preparation for existing living trusts. Updates may address beneficiaries, trustees, property information, family circumstances, or other trust provisions. If the existing documents also contain funding or deed issues, those matters can be reviewed as part of determining what corrective documents may be needed.

HomeTrust is positioned as a California living trust document preparation service rather than a law firm. It is operated by Marco Mariani, a San Diego County Licensed Document Assistant, LDA #231. Document assistants prepare documents from information provided by clients and do not provide legal advice. Clients seeking legal advice should consult a qualified attorney.

HomeTrust lists service areas including San Diego, San Diego County, California, Orange County, Riverside County, and Los Angeles County. Services include living trust preparation, deed preparation, trust amendments, probate-avoidance planning, and related documents. Availability and document requirements can vary by property and county, so the consultation is a useful first step.