About Us

Start your Living Trust Package now!

CalDocs has made this process fast, easy and inexpensive. Why spend 10x as much?

CalDocs, Inc. is a self-help legal website designed by attorneys to simplify the estate planning process. Our estate planning documents are specifically tailored to California law and drafted to be a fair, flexible and functional solution for California families. Our simplified estate planning questionaire allows you to prepare your estate planning documents in 20-30 minutes, from the comfort of your home. You can sign your documents at your leisure.

If you need legal advice, please visit our Attorney Referrals page to find a licensed California attorney that can help you.

Pursuant to requirements of California Business and Professions Code Section 6400, all of the information provided by CalDocs (including all programs, algorithms, and formulas) have been written or approved by a licensed California attorney.

What is the process?

Quickly determine whether you qualify for a CalDocs estate planning package. We offer Living Trust Packages and Will Packages. View our comparison page to learn about the differences between the two packages.

Answer the Online Questionnaire and checkout (approximately 20-30 minutes)

We will email an Adobe PDF file of the documents and instructions to you within one business day. A CalDocs representative will also call you to make sure that you understand the documents and procedures. You will need to print out the documents, check them for accuracy, and sign, date and notarize them. Wills also have to be witnessed by a friend or neighbor.

© CalDocs, Inc. All Rights Reserved. | Terms of Service | Privacy Policy CalDocs, Inc. is not an attorney or law firm. CalDocs cannot perform the legal services that an attorney or law firm performs. CalDocs cannot engage in the practice of law. CalDocs can only provide self-help services at your specific direction. CalDocs is a registered and bonded legal document assistant in the City and County of San Francisco, LDA#2010-0000047, Expires 03-31-2012. Any tax-related discussion that may be contained herein is not intended to be used, and cannot be used, for the purpose of avoiding any penalties under the Internal Revenue Code or for the purpose of promoting, or marketing, or recommending any tax-related matters addressed herein. Nothing contained herein is intended to constitute, nor should be relied upon as, a covered opinion as defined in regulations governing practice before the Internal Revenue Service (Circular 230). Tax advice should be sought from an independent tax advisor and should be based on the taxpayer's particular circumstances.