SP Legal Solutions

For one person — flat rate $800. Your answers are kept strictly confidential and used solely to prepare your documents. If you are unsure about any question, you may leave it blank.

Section · personal

Personal information

Confidential — used only to prepare your documents. If you are unsure about any field, you may leave it blank.

Full legal name*

Current address

Phone number

Email address*

Marital status

MarriedDivorcedWidowedLife PartnerSingleOther

Section · children

Children

Full legal name, address, and phone number for each child (if applicable). Leave any unused lines blank.

Child 1

Child 2

Child 3

Child 4

Section · trust

Trust

A Trust acts as a private container for your assets — avoiding probate, keeping your affairs private, and protecting you if you become incapacitated.

What would you like to name your trust?

Common examples: THE SMITH FAMILY REVOCABLE TRUST, THE SMITH LIVING TRUST, THE SMITH TRUST. Leave blank if unsure.

Who should receive the trust assets upon distribution?

Specify who receives the trust assets after your death (and your spouse's death, if applicable). Full contact info for anyone not mentioned previously.

Who should serve as successor Trustee after you?

Full contact info if these individuals haven't been mentioned previously.

Do you wish to transfer real estate into your trust?

YesNoI need more informationOther

If yes — property address and current mortgage information (if any)

Section · closing

Anything else?

Your question to us (optional)

I understand that SP Legal Solutions is a registered California Legal Document Assistant (LDA), not a law firm, and cannot provide legal advice. SP Legal prepares self-help legal documents at my specific direction based on the information I provide above.

You’ll receive a confirmation email. We’ll follow up within 1 business day.

Revocable Living Trust

Personal information

Children

Trust

Anything else?