estate plan & trust - mobile notary San Diego

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A Trust document is a legal contract used in estate planning. It sets up a trust, which means one person or group (the trustee) manages assets for someone else (the beneficiaries). The document explains who is involved, what assets are included, and how those assets should be handled and given out—either while you’re alive or after you die. It lists the grantor (the person creating the trust), the trustee, and the beneficiaries, and outlines the rules for managing and distributing the assets. People use trust documents to skip probate, keep their affairs private, protect assets, and decide when and how their heirs get their inheritance. It’s a way to make sure your wishes are followed and your loved ones are cared for.

A Trust Amendment is lets you change parts of your revocable living trust without starting over. You can use it to update things like who gets your assets or who manages the trust. Amendments are for smaller changes, while a restatement is used if you need to make bigger updates to the trust.

A Grant Deed is a legal document to transfer real estate into a revocable living trust in California. The grant deed transfers the property from the current owner to the trustee of the trust. The grant deed must be signed before a notary public and recorded with the county recorder's office in the county where the property is located. 

A Last Will & Testament is a legal document outlining your wishes for how your property and assets should be distributed after you pass away.

A Durable Financial Power of Attorney lets you choose someone to handle your money matters if you can’t, like after an illness or accident. This document is active the day its notarized, stays valid even if you’re not able to make decisions, but "expires" when you pass away. Your chosen person can pay your bills, manage your taxes, look after your business and property, deal with insurance and retirement accounts, support charities you care about, and handle other financial tasks.

A Durable Medical Power of Attorney is a legal document that lets you choose someone (an "agent") to make healthcare decisions for you if you can't make them yourself.

Your agent can:

• Talk to your doctors about your care and treatment options
• Approve or decline medications
• Decide about surgeries
• Make end-of-life decisions, including life support, if needed
• Decide where you live and arrange care or services like housekeeping and transportation

Having a medical power of attorney doesn’t mean you lose control over your healthcare. You can still make your own decisions as long as you’re able. Your agent only steps in if doctors say you can’t make or communicate your choices because of a serious illness or injury.

A Living Will is a legal document where you write down what kind of medical care you want if you can’t speak for yourself — like if you’re in a coma after an accident. It only applies if you’re unable to make decisions on your own.

You can use a living will to say what you want (or don’t want) when it comes to things like:

• Breathing machines
• Feeding tubes
• Blood transfusions
• Dialysis (if your kidneys stop working)
• Pain medications
• Donating your organs
• Whether or not you want CPR (this is separate from a do not resuscitate order)

A HIPAA Authorization Form is a legal document that gives a person or entity permission to access and share your protected health information (PHI). 

A Child Trust is a legal document stating how the money or property is managed for a child until they’re old enough or meet certain requirements. This lets parents or family members support a child financially without handing over the assets right away.

A Pet Trust is a legal arrangement that lets you set aside money and instructions for the care of your pets if you become incapacitated or pass away. Think of it as an estate planning tool specifically focused on making sure your animals are cared for according to your wishes.