Simple estate planning. Clear next step.

The complete trust package, without the guesswork.

One straightforward package for the core California estate-planning documents most homeowners need, prepared by HomeTrust with a free consultation to determine fit.

See everything included

HomeTrust service overview

A complete Trust + Will service for a focused, practical estate plan.

Prepared in CaliforniaMarco Mariani, LDA #231 · San Diego

One clear package

Complete Trust + Will Package

Everything listed below can be reviewed during a free consultation.

Core documents for your California estate plan

Most complete package

What’s included

Five essentials, prepared together

Clear documents and funding support for the assets that matter most.

  • Revocable living trustYour primary plan for managing and passing on trust assets.
  • Pour-over willCaptures eligible assets left outside the trust.
  • Power of attorney (POA)Names someone to handle financial decisions if needed.
  • Healthcare directiveRecords your healthcare wishes and decision-maker.
  • Deed fundingGuidance for transferring your home into the trust.

Expanding soon

More focused options are on the way

We’re keeping future services visible without pretending they’re available today.

POA standalone

A focused option for financial power of attorney documents.

Coming soon

Healthcare directive standalone

A focused option for documenting healthcare wishes.

Coming soon

Trust updates / amendments

Support for making updates to an existing trust plan.

Coming soon