Estate Planning & Document Preparation
Estate planning isn’t just for the wealthy or those with vast assets; it’s for anyone who wants to protect their future and their loved ones. No matter your circumstances—whether you’re single and navigating debt, a couple with no children, or a family managing multiple properties and responsibilities—having a plan in place is essential to ensure that your wishes are honored and that your loved ones are cared for.
Querida Legal™ was founded on the belief that everyone, from millennials starting their financial journeys to retirees securing their legacies, deserves the chance to create a thoughtful estate plan without confusion or high costs. We know families need more than just documents; they need a guide who is both knowledgeable and approachable, someone who can explain the complexities of estate planning in simple, relatable terms. At Querida Legal™, our goal is to provide that guidance, making the process as straightforward, affordable, and reliable as possible. With our help, you can tackle this important task with confidence and complete peace of mind, knowing your future—and your family’s future—are securely in place.
About Us
At Querida Legal™, our mission is to provide families and individuals with the security and peace of mind that comes from a well-planned future. We are dedicated to making estate planning accessible, providing expertly crafted legal documents and straightforward guidance that honor each client's unique needs and wishes. We believe everyone deserves compassionate, clear support throughout the legal process—whether they’re securing assets, appointing guardians, or simply seeking to protect loved ones from future uncertainties. Querida Legal™ is committed to building lasting relationships with our clients, delivering personalized, affordable, and reliable estate planning services that help create a meaningful legacy and foster both financial and personal empowerment for generations to come.
Available Plans
Do-it-Yourself PLAN
The Do-It-Yourself plan includes step-by-step video instructions to help you complete each fill-in-the-blank document for a comprehensive estate plan. You can take your time and go through the videos at your own pace, ensuring that by the end, you'll have a fully completed estate plan.
The fill-in-the-blank documents include:
Simple Probate avoidance Living Trust
Pour-Over Will
Advance Health Care Directive
Durable Power-of-Attorney
Instructions on how to fund your trust
** BONUS ** Guardianship Appointment
Add-on Available:
Mobile Notary Fees ($300/plan - Includes Travel)
Done-for-You PLAN
The Done-for-You plan includes the same step-by-step video instructions and all the same documents as the DIY plan, but with the added benefit of professional review and preparation. This plan also covers the notary fees. Additionally, you can opt for the "Property Transfer to Trust" service for $500 per property as an optional add-on.
The fill-in-the-blank documents include:
Simple Probate avoidance Living Trust
Pour-Over Will
Advance Health Care Directive
Durable Power-of-Attorney
Instructions on how to fund your trust
All Notary Fees
** BONUS ** Guardianship Appointment
Add-on Available:
Property Transfer to Trust ($500/property)
Comprehensive PLAN
The comprehensive plan provides a personalized one-on-one session with a licensed attorney who will guide you through the estate planning process. During this session, the attorney will help you identify key individuals, take a thorough inventory of your assets, and prepare all necessary documents to ensure your wishes are clearly articulated. Once everything is ready, they will assist in executing and finalizing your completed estate plan. Additionally, this plan includes the "Property Transfer to Trust" service to simplify the transfer of your assets and covers all associated notary fees, giving you peace of mind throughout the process.
Included Documents/Services:
Comprehensive Probate Avoidance Living Trust
Pour-Over Will
Advance Health Care Directive
Durable Power-of-Attorney
Guardianship Appointment
Instructions on how to fund your trust
Property Transfer to Trust
All Notary Fees
Frequently Asked Questions
What is Estate Planning ?
Estate planning is the creation of documents that provides your loved ones peace of mind, helps avoid probate and allows you to control how your assets are managed after you pass or are incapacitated.
Why is Estate Planning important?
Estate planning allows you to take control of how your property will be distributed and who will take part in the distribution. It will also give your family and loved ones a peace of mind knowing that this was already rearranged to your liking.
Are all Estate Plans the same?
Your estate plan will be customized to meet your unique needs. However, below are some of the things that you might consider putting into your estate plan:-A will and a testament with specifics on your property-Trust that you can manage while you’re still alive-Remembrance document that can be shared with your family and friends-Family members including those that are adopted, or stepchildren-Retirement plans and IRA’s.
What’s the difference between a Will and an Estate Plan?
A will is a part of your estate plan. It is a document that gives instructions to a judge on how you want your assets distributed. It’s also where Guardians for minor children are named.
Who needs an Estate Plan?
An Estate Plan can be beneficial to those that are married or had multiple marriages, have children, own a business, or would like to pass their assets on to someone else. It can also be helpful to those that want to make sure that their requests are being followed through.
What happens if I do not have an Estate Plan upon death?
In California, if you do not have an Estate Plan before your death then your family will have to go through probate court in order to have access to your property. The court will have to verify all of your estate and check if there is any debt that must be paid. They will specify the worth and credit of all of your assets and properly transfer them to your family or beneficiaries.
What is a probate and how does this relate to Estate Planning?
Probate is a lengthy court process brought before a judge. It takes about 18 months for completion and is very expensive. Creating a Living Trust avoids probate and makes it easier on your loved ones.
DISCLAIMER
Querida Legal™ is not a law firm and does not provide legal advice. We specialize solely in preparing high-quality estate planning documents to help you organize your affairs. Our services are designed to assist you with document preparation, ensuring accuracy and clarity, but we recommend consulting with a licensed attorney for any legal advice or complex legal needs.
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