Affordable Estate Documents is a California-based legal document preparation service specializing in estate planning, offering personalized, high-quality documents at reasonable prices without the need for attorney involvement. As a registered Legal Document Assistant (LDA) service, it stands out by making estate planning accessible, cost-effective, and straightforward for consumers who prefer self-help options.
The company emphasizes a simplified three-step estate planning process designed to be unintimidating and convenient. It serves individuals and families seeking to avoid court interference or external control over their estates, providing the tools and expertise needed to create legally sound documents under the client’s direct guidance. With a commitment to consumer empowerment, it helps clients make informed decisions while clearly distinguishing its non-attorney, form preparation role.
Services Offered
- Estate Plans & Living Trusts
- Will Packages
- Trust Amendments or Will Updates (Codicils)
- Power of Attorney – Legal & Financial
- Power of Attorney – Healthcare
- Deed – Transfer to a Living Trust
- Deed – Transfer on Death
- Deed – Add or Remove Person from Title
- Deed – Other Custom Requests
- Special Needs Trusts
- Other Custom Document Preparation
Based in Novato, California, and serving Marin County and surrounding areas, the service is led by Jim Wilroy, a registered LDA, and offers resources like the “Estate Planning 101” booklet to further educate clients on their options.
