Welcome

Complete Estate Plan- Single individual 

Revocable Living Trust

Pour Over Will

Durable Power of Attorney

Advance Health Care Directive

HIPAA

Trust Transfer Deed & PCOR

Estate Planning Kit

Complete Estate Plan- For a Married Couple

Revocable Living Trust

Pour Over Will

Durable Power of Attorney

Advance Health Care Directive

HIPAA

Trust Transfer Deed & PCOR

Estate Planning Kit

Basic Package- For a Single Individual. 

Revocable Living Trust

Pour Over Will

Durable Power of Attorney

Trust Transfer Deed & PCOR

Basic Package- For Married Couple 

Revocable Living Trust

Pour Over Will

Durable Power of Attorney

Trust Transfer Deed & PCOR

Probate is the court-supervised process of validating a will, settling a deceased person’s final debts, and transferring their assets to rightful heirs. At Golden Legacy Estate Planning Inc., we assist with the preparation of the Petition, filings, notices, and the administration of the case. 

In California, a conservatorship is a court-supervised process used when an adult needs help caring for personal needs, managing finances, or making important decisions. Here, we assist with filing the Petition, serving notices on the parties of interest, and the administration of probate notes.

In California, an Affidavit Re Real Property of Small Value is a simplified probate procedure used to transfer a deceased person’s California real property without opening a full probate case, but only when the property qualifies under the small-value limits. Golden Legacy will prepare the required forms, file, serve, and provide administration to escrow (if needed).

Here at Golden Legacy Estate Planning, we identify and review the trust documents, gather important financial and property records, notify beneficiaries and interested parties, obtain required information, prepare asset inventories, assist with transfer documentation, and help organize paperwork needed for distributions.