Our Ready-Made Plans are Attorney delivered Living Trust based Estate Plans that provide a simple way for California families to protect who they love the most and keep their assets out of Probate Court.
Includes customized California estate planning documents to pass your assets to your beneficiaries outside of Court, nominate guardians for your children, list your assets, and guide your chosen agents in advocating for you in the event of a medical emergency.
Estate Planning is too important to trust to a non-attorney. If you want an Estate Plan that will work when your family needs it the most, our Ready-Made Plans are a perfect fit for you.
Need more assistance through the process or prefer to have a one on one connection with the Estate Planning Attorneys to create your plan? We’ve got you covered there, too!
Our Ready-Made Plus Plans begin with the same online estate design tool as our Ready-Made Plans, but once completed you’ll be scheduled with our Attorneys to meet via Zoom to discuss your plan in depth. While Ready-Made Plans include a pre-recorded explanation of the entire estate plan, Plus plans include the one to one personal connection with our Attorneys.
After the review process, our Plus plans include mobile notarization at your home or business, which we will coordinate for you. We’ll also make a digital backup of your plan and you’ll have access to your Attorney for Trust Funding guidance based on your personal assets for 90 days.
Start a Ready-Made Plan and decide you need more help than originally thought? No problem! Upgrade to a Plus plan anytime and you’ll only pay the difference.
I have tried to do Estate planning for a long time but the effort involved to know different things made me postpone it every time. This is when my friend introduced me to Estate Lock Their software is really good. It took just few minutes to provide all the required information for living trust and estate plan. They also have short informative videos for different questions which helps to answer questions on the software. I would definitely recommend Estate Lock for any estate planning needs. They have the best software to get this done. My special thanks to Michael who took time to explain us all the details once the documents were ready.
Transferring your primary home to the trust, and Recording fees at the County Recorder, are now INCLUDED in the base pricing! This add-on is for secondary/vacation/rental homes you need to transfer in addition to your primary home. Attorney drafted Trust Transfer Deeds to transfer your California real property into your newly formed Trust. We'll research your existing title, prepare a trust transfer deed, and record the deed at the County Recorder on your behalf (County Recording fees included in cost).
Ready-Made Plans receive in-depth written and video guides for every step of creating your plan, understanding your plan, signing your plan, and managing your plan. You'll also have access to our support staff for any technical questions along the way and if you'd like more guidance you can opt for our Attorney Guided option described above. If you choose our Ready-Made Plan and need just a little time with the Attorneys for more in depth or personalized guidance on your plan, you can schedule a Zoom meeting with them at your convenience in 30 minute intervals.
We don't believe you need to pay for a "membership" to keep your plan up to date. In truth, most families will only update their plan 1-2 times (if at all). Why pay a membership fee all that time if you're not using it? We believe you should only pay to update your plan if and when you decide to change something. You'll only pay $250 to update your Trust based plan should things change in the future. Of course, you own your plan and you can freely update it anytime using a provider of your choice as well, but we'll be here to assist with any updates should they arise in the future. Just email our Support Staff and they'll get you in the right workflow for updates.
You’ve got the questions, we’ve got the answers! Don’t see an answer to your question here? Reach out to us anytime at Support@EstateLock.com
We’ve made things as simple as possible! Many clients will complete the questionnaire in 20 minutes or less, but you’re not required to complete things in one go. At the bottom of the questionnaire there will be a link for you to send your questionnaire to your email to pick it up later. Come back anytime and pick up where you left off.
We take several steps to make sure your information is secure, the first of which is to not have you include sensitive information (you will not be asked for your social security number or financial account numbers, as an example). This information can easily be handled outside of the software directly on your physical documents, so there is no reason to risk including it within any software.
All of the data you transmit is encrypted in transit and at-rest using industry best practices, including Transport Layer Security (TLS). Your data is encrypted at rest with AES-256 encryption in AWS data centers stored in the USA only. AWS data centers are managed in accordance with SOC 1-3, PCI DSS Level 1 and ISO 9001/ISO 270001. Our payment processing vendors are also PCI compliant.
Payment isn’t made until the very end of your questionnaire, so you can check everything out without needing to pay anything up front.
Of course! One deed to transfer your primary home to your trust is included in any Ready-Made Plan, and we can also transfer additional California properties for $300 per deed (this includes County Recording fees). We will search property records to find your most recent deed, prepare a trust transfer deed, and record the deed with the County Recorder on your behalf. Transfers between family members prior to transfer into a trust may be added as well.
Once you complete the questionnaire, you'll have drafts for review in your inbox within minutes! You'll also have an in-depth review video that will accompany those drafts so that you understand exactly what they say.
Once approved, Ready-Made Plans will be printed, flagged for signature, and shipped to you in a customized portfolio within 1-2 business days (plus mail transit time).
Attorney Guidance meetings can be scheduled anytime you'd like with the provided link that will accompany your drafts, or just send us an email at support@EstateLock.com and we're happy to coordinate it for you.
We’ve recorded guidance videos covering almost every screen you’ll see in the questionnaire, and those videos are embedded within the screen they discuss, so just hit play and let us walk you through it. If you still have questions there will be a link at the bottom of the page where you can ask any questions and we’d be happy to assist.
One of the best parts of our Ready-Made Plans is you can upgrade your level of service anytime and will only pay the difference - so your original investment is never lost! If you start start a Ready-Made plan and end up needing more attorney support than you originally thought, just send an email to support@EstateLock.com and we can upgrade your plan to an Attorney Guided Estate Plan anytime.
If you end up needing more contingency planning than our Ready-Made Plans offer, you can upgrade all the way to a bespoke full service traditional plan with the help of the Attorneys at Jenkins & Jenkins, Estate Planning Attorneys, all without losing any of your money spent on a software based plan.
No! Unlike many DIY solutions on the market, our Ready-Made plans are not one size fits all, fill in the blank, templates. We’ve built a state of the art document automation solution that uses conditional logic to custom formulate your plan based on your entries. More than just a search and replace type feature, this allows for dynamic conditions to be added, removed, or adjusted within your plan to best suit how you design the plan along the way. And these aren’t just built by our licensed California Estate Planning Attorneys. They’re also the attorneys you’ll get help from if you choose an attorney review option, which makes this solution one of the most unique offerings in the marketplace!
Life happens, and your planning should be flexible to accommodate changes that do come up. With our Ready-Made plans, changes could not be easier. Simply email support@EstateLock.com and request a link to make your updates online. We don't believe in charging you a "membership fee", so we don't have an annual cost for you to pay even when you're not receiving services. Instead, it costs $250 to update your Trust in the future - only pay when you're actually changing something.
We get it, Estate Planning isn’t exactly the most fun thing in the world. Trust us, we’ve made this process as easy as it can be for you. Remember, you can always come back to the plan you started and pick it up later and you have absolutely no obligation, so for once and all let’s get this done!
