Living trust preparation in San Diego County
Doc Prep & Notary Services prepares living trust packages anywhere in San Diego County at the client's direction, through Deanna Wilson, a registered and bonded Legal Document Assistant.
The price is a fixed $500 for an individual and $750 for a couple, with printing, travel and notarization included.
We are not attorneys, and can only provide self-help services at your specific direction.
Price for living trusts
Your starting price
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Who this is for
Often it is a couple in their fifties, sixties or older who have already decided they want a living trust and have a good idea of what it should say. What they want now is someone careful to prepare the paperwork, at a price they know before they start.
It can also be a single person, or an adult child helping a parent get organized. You make the decisions about your trust. Deanna prepares the documents the way you direct, and Marcie notarizes them.
What the fixed price includes
$500 for an individual. $750 for a couple. The price is the same anywhere in San Diego County.
Deanna prepares your trust documents at your direction, using the information and choices you give her. She checks every page before it reaches the signing table. Then Marcie comes to you to notarize the signatures.
- Preparation of the trust documents you direct, based on the information you provide
- Printing of the finished documents
- Travel to your home or another location in San Diego County
- Notarization of the signatures at the signing appointment
What to have ready
- Your decisions about the trust, written down if that helps you. Deanna prepares what you direct and cannot make these choices for you.
- Full legal names for everyone who will be named in the documents, spelled exactly.
- The information about property and accounts that you want included, as you want it described.
- A current government issued photo ID for each signer, such as a driver license, state ID card or passport.
- Names on the documents should match the names on each signer's ID.
- Do not sign anything before the notary arrives. Every signer signs in front of Marcie.
- Every signer must be alert, understand what they are signing, and be willing to sign.
How it works
- 1
Tell Deanna what you want prepared
Call (619) 345-0006 or book online. Deanna gathers the information and choices you give her for your trust documents.
- 2
Deanna prepares the documents
She prepares the trust documents at your direction and checks every page.
- 3
You review everything
Read the drafts carefully. If something is not the way you directed, tell Deanna and she will correct it.
- 4
Marcie comes to you to sign
Marcie brings the printed documents, checks each signer's ID, and notarizes the signatures at your table.
Questions
Doc Prep & Notary Services charges a fixed $500 for an individual trust package and $750 for a couple, anywhere in San Diego County. Printing, travel and notarization are included. The documents are prepared at your direction by a registered and bonded Legal Document Assistant, not by an attorney.
No. A Legal Document Assistant is not an attorney and cannot give legal advice or choose documents for you. If you are unsure which documents fit your situation, please speak with an attorney first. Deanna can then prepare what you decide on.
No. Trust packages are the same fixed price anywhere in our San Diego County service area. Travel for the signing is included.
Marcie Ramirez, a California Notary Public first commissioned in 2003 and a Certified Trust Delivery Agent. She comes to your home or another location you choose.
In California, the title paralegal is reserved for people who work under an attorney's supervision. When someone is handling their own paperwork without an attorney and wants the documents they choose prepared for them, that work is done by a registered Legal Document Assistant. That is Deanna's role. Whether to involve an attorney is your decision.
Tell Deanna before the signing appointment. If something does not match what you directed, she will correct it. Changes that go beyond your original instructions are something to discuss with her before any work starts.
Book living trusts.
Deanna Wilson is a Legal Document Assistant registered in San Diego County, registration no. 306, valid until 02/2028, and Orange County, registration no. 353, valid until 08/2027. Doc Prep & Notary Services, (619) 345-0006.
I am not an attorney. I can only provide self-help services at your specific direction.
Doc Prep & Notary Services is not a law firm. We cannot represent you in court, advise you about your legal rights or the law, or select legal forms for you.