Free 30 min
Living Trust Guidance

We are here to guide you through the process of creating and funding a Living Trust.

Why Do I Need a Living Trust?


Explaining the Difference of a Will & a Living Trust and Why it Matters

How Much Do Living Trust Cost?

We thrive on the success and satisfaction of our clients.

What is a Legal Document Assistant

Legal Education & Assistance. Not Legal Advice.

$350 M

Of Assets Protected to Date

98.35%

Customer Satisfaction Rate

27-DAY

Average Trust Creation Period


A Legal Document Assistant is Not a Lawyer.

By law, they cannot give you legal advice or represent you in the courts in any matter.

However, LDA's are The Only Other Professional That Can Legally Draft Living Trust &
Not Be Required To Work Under The Supervision of an Lawyer.


LDA's are Licensed and Bonded To Help You
Protect Your Family's Future

Did You know, even if you have a Will your estate has to go through Probate?

Were you aware that Court Cost and Legal Fee's eat up 6%-25% of your estate?

Did you know that the #1 reason families fall apart after death of a parent is due to poor estate planning?


We are here to help you and your family avoid those challenges.


Schedule A Call





THIS ISN'T BUSINESS AS USUAL

Sometimes the thought of planning for affairs after your eventual death can feel overwhelming. 

We intuitively know we should put things in order but something always seems to come up. 

So, if you are reading this, then we here at The Legal Lender would like to commend you for your foresight and courage  for taking the first step in securing your legacy. 

What goes in my Living Trust?

Will I loose control over my assets if I put it them a Living Trust?

Who will execute my wishes when I'm gone?

What If I pass away before my spouse; how will my children be protected if he or she remarries?

You probably have 20 or more additional what-if questions. 


This is where we shine as professionals at The Legal Lender.

We understand what you are likely feeling and our entire team are trained to help you navigate the emotional and business landscape of a creating your individualized Revocable Living Trust.


No Matter How Easy Legal Zoom Attempts To Make Creating Your Trust...

You Get it!

This isn't "Business as Usual".

So, just like if you were going through a divorce, you would take the time to hire an attorney specializing in divorce law, You deserve a trained professional that specializes in drafting and establishing Revocable Living Trust. 

As a Bonded & Certified Legal Document Assistants (LDA's) we have a wealth of knowledge and experience in educating you to ask the questions you didn't even know that you needed to know to draft a Revocable Living Trust that truly represents your wishes.

Due to the nature of how death affects family members, heirs and beneficiaries, we have created a proven step-by-step process during the drafting of the Trust to:


1. De-Escalate and Minimize Family Conflict

2. Avoid Probate and Minimize Unnecessary Attorney Fees

3. Preserve Your Legacy


We have a client-centered practice that takes pride in our ability to evaluate your unique needs and then combine those needs with the goal of finding the most suitable solution for you and your family.

Furthermore, because we partner with Financial Advisors, we help you create options that integrate and support your estate planning, tax savings, and wealth building strategies.

Despite, what you are feeling.....

YOU GOT THIS & WE ARE HERE TO HELP YOU!



Have Questions? We're here to help

Monday - Friday 9 a.m. - 5 p.m.
Saturday - 9 a.m. - 5 p.m.