A Vanguard Revocable Trust protects your Estate from Probate and ensures a seamless, private transfer of assets to your loved ones.
Each Trust is part of a complete package that includes documents like an Advance Healthcare Directive, Power of Attorney, and more.
Every Vanguard Trust is fully customized to meet your unique needs with transparent, flat-fee pricing - no hidden costs!
At Vanguard Legal Group, all our Trusts are part of a Complete Trust Package. Here’s what’s included:
This is the document you use to properly fund your Trust (it formally puts your possessions into your Trust).
This document establishes the primary details of the Trust and clearly outlines all your specific wishes.
This document provides the legal power to transfer your property into your Trust, thus avoiding Probate. Once it’s notarized, this grant deed legally transfers your real estate into the Trust.
If you make a mistake and forget to put something in your Trust, this document proves you meant to do that.
This provides the legal ability for someone you designate to make critical healthcare decisions if you can’t and may also provide instructions to healthcare professionals.
This provides the legal ability for someone you designate to make critical financial decisions if you can’t.
This document provides for the easy transfer of all assets to your Trust simultaneously. That includes any assets without a formal title, such as family heirlooms, collections, or other types of personal property.
This is a checklist of important documents and their locations, lists key associates’ names and contact information, catalogs your digital asset inventory, and helps ensure all documents are organized and accessible.
You’ll always have access to your attorney at no additional cost, ensuring you receive expert guidance whenever you need it!
Each client is also paired with a dedicated Client Services representative, ready to assist throughout your Estate Planning journey.
Create a plan your family can count on.
Our commitment to you doesn’t end once your Estate Plan is complete, and as a Vanguard client, you have lifetime access to our legal team with no charge for questions or reviews.
Whether you need to navigate a life change or get clarification, we’re here to provide clear, timely, and reliable support.
My experience with Vanguard has been excellent. Their staff and attorney were very professional and made the process extremely clear.
They answered all my questions quickly and followed up with me when necessary in a timely manner.
I am very happy with Vanguard and would highly recommend them to anyone who is looking to create their Estate Plan.
– Robin | California
Vanguard was an absolute pleasure to work with. They were patient and professional, operating with the knowledge and respect that this kind of law work requires.
You’re talking about death, worst case scenarios, etc, and they were very helpful all the way through.
I really appreciate their clear communication and the level of organization as a whole. They made the process very easy.
– Rob | California
I had a great experience with Vanguard in putting together my living trust. I have waited 20 yrs to do this and so glad I finally did it.
My experience with Vanguard was excellent and they were helpful and professional always. I highly recommend them if you are interested in a living trust.
– Liz | California
From the beginning Vanguard was excellent. Very thorough at answering all my questions.
They even contacted me a couple of months later to make sure everything was funded properly and to see if I had any other questions.
I wouldn’t hesitate to use them again or refer a friend.
– Ron | California
We diligently shopped around for help with our Living Trust. Vanguard was our fifth legal advisor, and I’m convinced we made the very best choice.
From our first contact with Vanguard to create our Living Trust, everything was smooth, professional, educational, and pleasant.
– Lydia | California
This was a very good experience for my husband and myself. The process was easy to understand even though the documents were complex.
Vanguard seems to have our best interests in mind. We would recommend this firm to anyone considering a trust for themselves.
– Suzy | California
Use the form to tell us your needs, and we’ll provide the guidance you’re looking for.