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Preparing A Will or Trust? The Process May Be More Difficult Than You Think!

11/22/2022

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It is imperative to every individual with significant property ownership that official documentation is created to dictate where that property goes should something happen to them. Property owners often have individual family members or every family friends who need or deserve the rights to that property more than others, and most people want to know their preferences on the matter be followed in the case of their death.

However, writing a will or other estate planning documents is not as simple as writing a letter to be found in the event of a tragedy. It is an unpleasant process in and of itself to ponder the outcome of the end of one’s life, but it is also a confusing legal process to make sure that will is verified and considered legitimate. For someone with little to no background in law, it can simply be impossible to execute successfully.

​California has a unique law associated with the will-writing process, and you should consider hiring a Legal Document Assistant familiar with the process. What exactly will you need expert legal document assistance on? One of the most common causes to hire a legal document assistant during the will-writing process is estate-planning processes such as living trusts. Living trusts are a written agreement between the property owner and the person who would manage that property in the event of your death. It ultimately involves three parties: the creator (property owner), the trustee/s that would handle the owner’s property and the beneficiaries.

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    • Can I get an Annulment?
    • Preparing A Will or Trust? 
    • Living Trusts Deeds
    • How To Fund Your Trust 

    Tyler Stuart, LDA

    Tyler Stuart, LDA, is the owner of Stuart Legal. He has worked in the legal industry since 2009. Mr. Stuart, LDA, holds a degree in Paralegal Studies from Purdue University and currently attends law school.

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STUART LEGAL
 P.O. BOX 13411
SAN LUIS OBISPO, CA 93406
(805) 941-1113
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STUART LEGAL IS NOW A PART OF THE DWD NETWORK
I am a paralegal pursuant to California Business and Professions Code Section 6450(c)(1).  I only provide paralegal services under contract with licensed California attorneys.

Legal Document Assistants are not attorneys and cannot give legal advice. Before January 1, 2000 an LDA was called an Independent Paralegal. California SB 1418 (a law to register legal document assistants) was signed by the governor on September 30, 1999 and became effective January 1, 2000 which now REQUIRES all Legal Document Assistants to be registered and bonded. Be sure when using a self-help service you choose someone who has met the requirements of a Legal Document Assistant and is registered and bonded.

​SLO County LDA #262,  Exp: 03/16/2024 (
Renewed​)

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