Best Online Estate Planning Services

Plan with greater confidence through California-specific estate planning document preparation from HomeTrust. Services include revocable living trusts, pour-over wills, powers of attorney, healthcare directives, deed preparation, and trust funding guidance. Homeowners can receive predictable pricing, direct communication with an experienced document preparer, and support designed to help keep eligible assets out of probate and estate transfers private.

Online estate planning consultation with documents and laptop

Our Estate Planning Services

California-focused document preparation and trust support for homeowners, couples, families, and existing trust holders.

Living Trust Preparation

Prepare a California revocable living trust package to establish how assets may be managed and distributed while supporting privacy and probate avoidance planning.

Joint Living Trusts

Create a joint living trust for married couples or partners who want to address jointly owned property, asset management, and future beneficiary instructions.

Healthcare Directives

Document medical wishes and appoint someone to make healthcare decisions if you become unable to communicate or make decisions yourself.

Power Of Attorney

Prepare durable financial powers of attorney that designate someone to handle financial and related affairs if you become unable to do so.

Trust Funding Deeds

Prepare deeds for transferring a home or other California real estate into an existing living trust, with guidance on trust funding and recording.

Trust Amendments

Update an existing living trust when beneficiaries, trustees, property information, family circumstances, or other trust provisions change.

California-Specific Support

Build A More Complete Estate Plan

HomeTrust helps California homeowners organize essential estate planning documents through a practical, guided preparation service. A complete package may include a revocable living trust, pour-over will, durable power of attorney, and advance healthcare directive, along with guidance for transferring homes and accounts into the trust. Direct communication helps clients understand what they are establishing and what remains to be completed.

Estate planning documents prepared for a homeowner
Experience You Can Verify

Trust Planning Results

See how focused document preparation and trust funding guidance support California homeowners and families.

"HomeTrust made the process of establishing a living trust quick and easy for my family. They are incredibly organized and walk you through the entire process with patience and professionalism. I am so grateful to have found them."

Juliet Czoka
The HomeTrust Difference

Why Choose HomeTrust?

Get direct, California-focused support from an experienced document preparation service.

Experienced Service

Thirty-three years of experience and more than 10,000 California trusts prepared.

Licensed Assistance

Preparation is provided by a California Licensed Document Assistant, LDA #231.

Predictable Pricing

Flat-rate package options provide clearer expectations without add-ons or per-document fees.

Personal Guidance

Communicate directly with Marco rather than navigating a call center or impersonal process.

Meet The HomeTrust Team

Personal estate planning document support from Marco Mariani.

Portrait of Marco Mariani, Licensed Document Assistant at HomeTrust

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.

Frequently Asked Questions

How much should it cost to have a will prepared?

The cost of preparing a will varies based on the type of document, whether it is prepared alone or as part of a broader estate plan, and whether additional signing or recording services are needed. HomeTrust prepares estate planning packages that can include a pour-over will alongside a living trust, power of attorney, and healthcare directive. Notary and county recorder fees may apply separately.

What is the average cost of a will in California?

What does an online estate planning service prepare?

What is included in a California living trust package?

Can a living trust help avoid probate?

Can HomeTrust update an existing living trust?

Does HomeTrust prepare deeds for funding a trust?

Does HomeTrust offer powers of attorney and healthcare directives?

Still Have Estate Planning Questions?

Speak directly with HomeTrust about your documents, trust funding, and next steps.

Areas HomeTrust Serves

HomeTrust provides California estate planning document preparation across its listed service areas.

San Diego County

Primary Service Area

Multiple Counties

California Coverage

Personal Service

Direct Support

Do We Serve Your California Area?

Contact HomeTrust to discuss your location and estate planning needs.

Licensed & Experienced

Awards and Recognition

California Licensed Document Assistant credential

LDA #231 License

California Licensed Document Assistant credential

HomeTrust experience recognition

33 Years Experience

Longstanding document preparation experience since 1992

HomeTrust trust preparation milestone

10,000 Trusts Prepared

More than 10,000 California trusts prepared

Start Planning With Confidence

Tell HomeTrust what you need and receive clear guidance about your estate planning document options.

Contact Us Today

For immediate assistance, feel free to give us a direct call at 619-701-2764.