For California Realtors, Financial Advisors & Estate Attorneys
A trusted referral channel for San Diego–area professionals whose clients need a California living trust. White-glove handoff, flat-fee preparation, predictable turnaround — your client stays in the trust.
HomeTrustOS partners with California professionals whose clients need a California living trust — without the cost and friction of full attorney engagement. Marco Mariani is a California-licensed Legal Document Preparer (LDA #231) based in San Diego. Every referral goes to Marco directly; preparation is delivered in 1–3 business days; clients leave with a fully signed trust package plus a Trustee's Administration Guide and funding checklist. You stay in the loop on whatever milestones matter to your practice.
When a San Diego home changes hands — especially a higher-priced transaction or a trust sale — the buyers and sellers often need a living trust in place before close, or shortly after. HomeTrustOS prepares the trust in 1–3 business days so your transactions don't stall in escrow waiting on documents. After close, send your past clients our way: we'll handle the trust and report funding status back to you when they're done retitling into it.
Trust funding is where most living trusts fail — accounts never get retitled, beneficiary designations stay out of sync, and the step-up basis gets missed at death. We prepare the trust package, then coordinate with your team on retitling brokerage, IRA, and bank accounts, plus reviewing TOD/POD designations on each. Your client ends up with a trust that actually does what it should — and your asset-management relationship stays intact.
When your firm is at capacity, or your client needs a flat-fee California living trust without the cost of full representation, send them our way. Marco is a San Diego–based Legal Document Preparer specializing exclusively in living trusts and works comfortably alongside firm clients. You set the boundary — full hand-off, white-glove coordination, or a structured back-and-forth — and we'll match it.
Tell Marco a bit about your firm and the client you have in mind. Replies typically within one business day. Prefer email? marco@home-trust.com.
Reach out via the Partner with us button on this page, and Marco Mariani (LDA #231) will reply within one business day. You share a brief description of the client's situation; we handle the rest — consultation, document preparation, signing, and funding guidance — and loop you back in at the milestones you request.
Every referred client receives the complete HomeTrustOS California living trust package: the revocable living trust, pour-over will, durable power of attorney, and healthcare directive. Preparation is delivered within 1–3 business days; clients also receive a Trustee's Administration Guide and funding checklist to retitle real estate, bank, brokerage, and other assets into the trust.
Yes — entirely on your terms. Many partners prefer a white-glove handoff where Marco handles the trust work directly. Others stay in the loop on funding, beneficiary review, or tax planning. Tell us the level of involvement you want when you make the referral and we'll match it.
Marco Mariani is a California-licensed Legal Document Preparer (LDA #231) based in San Diego. He specializes in California living trusts and works exclusively with homeowners and the professionals who serve them across San Diego County. Every HomeTrustOS package is prepared under his license, with a flat-fee structure and predictable turnaround.