A Complete California Trust Package.

Safeguard Your Legacy.

A Vanguard Revocable Trust protects your Estate from Probate and ensures a seamless, private transfer of assets to your loved ones.

Includes All Essential Documents.

Each Trust is part of a complete package that includes documents like an Advance Healthcare Directive, Power of Attorney, and more.

Customization at One Flat Fee.

Every Vanguard Trust is fully customized to meet your unique needs with transparent, flat-fee pricing - no hidden costs!

What's Included?

A Complete California Trust Package.

At Vanguard Legal Group, all our Trusts are part of a Complete Trust Package. Here’s what’s included: 

Certification of Trust

This is the document you use to properly fund your Trust (it formally puts your possessions into your Trust).

Declaration of Trust

This document establishes the primary details of the Trust and clearly outlines all your specific wishes.

Grant Deed

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. 

Pourover Will

If you make a mistake and forget to put something in your Trust, this document proves you meant to do that. 

Advance Healthcare Directive & HIPAA Release

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. 

Durable Power of Attorney (POA)

This provides the legal ability for someone you designate to make critical financial decisions if you can’t.

Comprehensive Transfer Agreement

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. 

Estate Organizer

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.

Comprehensive Support

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.

Avoid uncertainty, delays, and legal stress.

Create a plan your family can count on.

Ongoing Support That Stays With You.

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.

Open quotation marks

27,000+

California households served

30+

years of California-specific Estate Planning experience

ZERO.

properly funded Vanguard Trusts have gone through Probate!

We're here to help!

Start Your Trust Today!

Use the form to tell us your needs, and we’ll provide the guidance you’re looking for.

Services - Complete Trust Package

Ready to get started with your trust and estate planning?

Start Your Trust Today.

Creating a Living Trust, updating your plan, or seeking expert guidance?
We’re here to help!

Services - Complete Trust Package