Legal Question in Wills and Trusts in California

Joint Living Trust Forms

I ordered the forms from you.

Everyone I take to till me not to do it myself but to get a Lawyer.

Is that the same as Do not do your own taxes have a CPA do them?


Asked on 7/01/08, 4:06 pm

2 Answers from Attorneys

OCEAN BEACH ASSOCIATES OCEAN BEACH ASSOCIATES

Re: Joint Living Trust Forms

Living trusts are more complicated than a simple 1040 ez. Contact me directly.

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Answered on 7/02/08, 4:50 pm
Mitchell Roth MW Roth, Professional Law Corporation

Re: Joint Living Trust Forms

You don't require a lawyer if you understand what you are doing and the forms are understandable to you and others. I created the Legacy Living Trust Package just to liberate those in the middle class that need a living trust package but can't or won't hire an attorney. I discuss the issue of do it yourself or hire a lawyer at some length in the beginning of my book, Create Your Legacy & Save the American Middle Class. You can buy it on Amazon or on www.IWant2CreateMyLegacy.com. The book and the forms are deliberately written in plain English to be understandable to the butcher or barber. All legalese avoided when possible and otherwise defined in plain English.

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Answered on 7/05/08, 3:00 pm


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