Living Trust Preparation
Preparation of California revocable living trust documents for individuals who want to manage assets during life and establish how property may be distributed.
Create a California revocable living trust online with personalized document preparation, trust-funding guidance, and direct support from HomeTrust. The process is designed for homeowners and families who want to organize assets, help avoid probate, and keep estate transfers private. Receive a complete trust package prepared by a licensed document assistant, with predictable pricing and clear next steps.
Complete California trust preparation and related services to help organize assets, prepare documents, and support proper trust funding.
Preparation of California revocable living trust documents for individuals who want to manage assets during life and establish how property may be distributed.
Preparation of deeds needed to transfer a home or other California real estate from individual ownership into a living trust, supporting proper trust funding.
Preparation of joint living trusts for couples who want to address jointly owned property, asset management, and distribution to beneficiaries.
Preparation of advance healthcare directives documenting medical wishes and appointing someone to make healthcare decisions if incapacity occurs.
Preparation of durable financial powers of attorney that designate someone to handle financial and related affairs when needed.
Preparation of amendments and corrective documents when beneficiaries, trustees, property information, family circumstances, or trust provisions change.
HomeTrust prepares California revocable living trusts online while providing guidance for transferring homes, bank accounts, and investment accounts into the trust. A complete package can include a revocable living trust, pour-over will, durable power of attorney, and advance healthcare directive. Direct communication with Marco Mariani helps homeowners understand their documents and the trust-funding steps that support probate avoidance.
See how experience, personal guidance, and California-specific preparation support more confident estate planning.
Get California-specific preparation and direct guidance from an experienced licensed document assistant.
Marco Mariani has 33 years of experience and has prepared more than 10,000 California trusts.
HomeTrust operates with San Diego County Licensed Document Assistant credential LDA #231.
Flat-rate pricing is designed to provide clarity without add-ons or per-document fees.
Receive direct communication from the document preparer rather than a call center.
Direct personal service from founder and licensed document assistant 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.
A revocable living trust is an estate-planning document that can describe how assets are managed during your lifetime and distributed after death. Because it is revocable, its provisions can generally be changed while you are able to make decisions. HomeTrust prepares California-specific trust documents and provides guidance for transferring eligible property and accounts into the trust.
Speak directly with HomeTrust about your documents and preparation options.
HomeTrust supports homeowners and families across listed California counties with online trust preparation and related document services.
33 Years
Experience
10,000+ California Trusts
Trusts Prepared
Online And Direct
Service Model
Ask HomeTrust about online preparation and available document services.
San Diego County Licensed Document Assistant credential.
Trust preparation experience dating back to 1992.
More than 10,000 California trusts prepared.
Request a free consultation to discuss California trust preparation, funding guidance, and related documents.
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.