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.
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.

California-focused document preparation and trust support for homeowners, couples, families, and existing trust holders.
Prepare a California revocable living trust package to establish how assets may be managed and distributed while supporting privacy and probate avoidance planning.
Create a joint living trust for married couples or partners who want to address jointly owned property, asset management, and future beneficiary instructions.
Document medical wishes and appoint someone to make healthcare decisions if you become unable to communicate or make decisions yourself.
Prepare durable financial powers of attorney that designate someone to handle financial and related affairs if you become unable to do so.
Prepare deeds for transferring a home or other California real estate into an existing living trust, with guidance on trust funding and recording.
Update an existing living trust when beneficiaries, trustees, property information, family circumstances, or other trust provisions change.
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.

See how focused document preparation and trust funding guidance support California homeowners and families.
Get direct, California-focused support from an experienced document preparation service.
Thirty-three years of experience and more than 10,000 California trusts prepared.
Preparation is provided by a California Licensed Document Assistant, LDA #231.
Flat-rate package options provide clearer expectations without add-ons or per-document fees.
Communicate directly with Marco rather than navigating a call center or impersonal process.
Personal estate planning document support from 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.
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.
Speak directly with HomeTrust about your documents, trust funding, and next steps.
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
Contact HomeTrust to discuss your location and estate planning needs.
California Licensed Document Assistant credential
Longstanding document preparation experience since 1992
More than 10,000 California trusts prepared
Tell HomeTrust what you need and receive clear guidance about your estate planning document options.
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.