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Completed Your Estate Plan with Giving Docs?
Make Sure It’s Legally Valid & Your Home Is Properly Titled
Your documents may be finished — but is your plan actually complete?
We help California families confirm their estate planning documents were executed correctly and ensure their primary residence is properly transferred into their trust.
If you received or accessed our DIY package through Ventura County Healthcare Foundation, you can use this service to ensure everything was completed correctly.
Don’t leave your estate plan unfinished.
What We Help You Confirm
We will review and verify:
✔ Your estate planning documents were signed correctly
✔ Your trust transfer deed is prepared properly
✔ Your deed is signed and notarized correctly
✔ Your deed is recorded with the county
Choose Your Appointment Option
We will review and verify:
✔ Your estate planning cuments were signed correctly
✔ Your trust transfer deed is prepared properly
✔ Your deed is signed and notrized correctly
✔ Your deed is recorded with the county
Option 1 – Document Validation & Deed Transfer
$997
Designed for clients who need document verification and proper deed transfer without legal advice.
✔ Meet with our Legal Assistant
✔ In-person appointment (30 minutes)
✔ Confirm your documents were signed correctly
✔ Preparation of trust transfer deed for primary residence
✔ Preliminary change of ownership prepared
✔ Deed signed & notarized during your visit
✔ We record the deed with the county for you
Important: This option does not include legal advice.
Option 2 – Attorney Review, Legal Guidance & Deed Transfer
$1,497
Ideal for clients who want legal review and the ability to ask questions.
✔ Meet with our Attorney
✔ In-person appointment (60 minutes)
✔ Ask your legal questions
✔ Confirm your documents were signed correctly
✔ Preparation of trust transfer deed for primary residence
✔ Preliminary change of ownership prepared
✔ Deed signed & notarized during your visit
✔ We record the deed with the county for you
Is Your Giving Docs Estate Plan Truly Complete?
Many people successfully create estate planning documents using Giving Docs, but critical steps are often missed afterward.
Improper signing, missing notarizations, or failing to record your deed can create serious problems later — including probate, delays, and unnecessary legal costs for your loved ones.
Our office helps you finalize everything correctly under California law.
Important!
If you used Giving Docs to create your estate plan, you do not need to schedule a consultation with our office first.
You may directly book one of the appointment options above.
To better help you understand,
here are some of our FAQ’s.
What can go wrong with a DIY estate plan?
What if after meeting with the attorney I decide to create a trust with your firm?
If you move forward with a full estate plan through our office, $500 of the fee paid for this service will be credited toward your new plan.
This allows you to protect what you’ve done now while keeping the door open for comprehensive planning.
Do I need to redo my entire plan?
If I'm married, can I use Giving Docs?
While married couples can use DIY platforms like Giving Docs, they typically create separate individual trusts — not a coordinated joint trust.
This can limit planning flexibility and may not provide the same strategic benefits.
What are the benefits of a joint trust for married couples?
A properly structured joint trust can provide:
✔ Coordinated planning for both spouses
✔ Simplified administration upon first death
✔ Clear asset distribution structure
✔ Better protection for children
✔ More efficient updates and amendments
✔ Stronger probate avoidance
DIY estate planning tools are helpful — but they do not replace proper execution, titling, and recording requirements under California law.
Finalizing your plan ensures your documents actually work when your family needs them.
Protect your estate plan from preventable mistakes.
Not Sure Giving Docs Is Right for You?
If you haven’t created your estate plan yet — or you’ve decided a DIY approach isn’t the best fit — we’re here to help.
You can schedule a free phone consultation to speak with our team about creating a comprehensive trust tailored to your family and goals.
Personalized planning. Clear guidance. Peace of mind.
California Residents Only At This Time
Disclaimer: The attorneys at The Heritance Lawyers (formerly Hermance Law – Estate Planning Mom®, are licensed to practice law solely in California and meets with clients by appointment only. Nothing in this website should be taken as engaging, or offering to engage, in any activities in any jurisdiction where those activities would constitute the unauthorized practice of law or would otherwise be unlawful or improper. The materials appearing on this Website are provided for informational purposes only and do not constitute legal advice. You should not take action based upon this information without consulting legal counsel. This site is not intended to create an attorney-client relationship. The hiring of a lawyer is an important decision that should not be based solely upon any single source of information, including advertising on this Website.
