Quality Do-It Yourself Estate Planning Documents for Californians
Introducing Your Legacy Lives
Why work with Your Legacy Lives?
We believe that knowledge is power, and that it should not be concentrated in the hands of the wealthy and those with a legal background.
We believe people are intelligent and capable of making their own decisions; YOU are the expert on your life.
We believe everyone should have access to legal protection.
We are committed to creating the highest quality templates and education that can be provided affordably.
Who We Are
Now you can opt-out of the probate court system by creating your own estate plan! Your Legacy Lives is an online do-it-yourself resource dedicated to empowering Californians to protect their loved ones by creating their own high quality wills, trusts, and other important estate planning documents. Attorney Heather Reynolds founded Your Legacy Lives to share the wealth of information surrounding estate planning and empower families to take control of their personal, medical, and ﬁnancial decisions. This allows people with no legal training, and who may not have the ﬁnancial resources necessary to pay attorney fees, to protect their loved ones and assets in an easy and aﬀordable way.
How It Works
Follow along with our expert guidance on how to ﬁll out each doc-ument. Video and written instructions included.
Fill Out Documents
Fill out your documents with our easy-to-edit downloadable ﬁles.
Sign & Notarize
Print out your documents and have them signed by a local notary where necessary.
Types of Estate Plans
A will is a legal document in which you name one or more persons to manage your estate, name who should be guardian of your minor children, and name who will be the beneﬁciaries upon your death. Wills have no authority over assets that already name a beneﬁciary (for example, a life insurance policy, a retirement plan, a deed that says “joint tenants” or any other contracts). Your executor is NOT supervised by the court, unless your probate assets exceed the value of $150,000 or you own real estate worth over $50,000.
A trust is a contract you enter into with yourself or your spouse. It holds property usually for your own beneﬁt while you are alive and for the beneﬁt of others at your death or incapacity. A trust is created by a “settlor,” who transfers some or all of his prop-erty to a “trustee” who holds that trust property for the beneﬁt of the “beneﬁciaries.” At ﬁrst, you will play all three roles. The trust is revocable (change-able by you) during your lifetime. It is a “living” trust because it does not die like humans do, and there-fore whatever assets it holds before your death do not go to probate.
What Our Customers Say
The instructions were ﬂawless: clearly detailed and easily comprehended. I especially liked the example that you included with each document. Very helpful. Also, I found that it was most convenient to be able to go back to your personal instructions (video) on occasion to be certain of my ﬁlling in the forms properly.
It was a deeply nourishing and fulfilling experience using Your Legacy Lives. Not only do my husband and I now have a comprehensive trust established, I had a profound experience in realizing what is important to me while I’m alive and where I want to put my energy and attention. Creating a trust helped me to “wake up” to the preciousness of life.
I first met Heather when my husband and I decided it was time we created a living trust. When my Father passed away in 2008, Heather gracefully guided us through the process of handling all the “stuff” that must be addressed, and insured that the maximum inheritance possible by current law could pass to us tax-free.