At EZ Living Trust, we believe that estate planning should be simple, affordable, and accessible to every family—without the hassle of expensive attorney fees or confusing legal jargon. We offer the best online living trust solution tailored for working-class individuals and families who want peace of mind and protection for the future.
At EZ Living Trust, our mission is clear: to make creating a Living Trust and estate plan affordable and accessible for every working-class family in the United States. We aim to ensure that family homes are protected from probate, allowing wealth to transfer to the next generation swiftly, smoothly, and without excessive fees.
The sad truth is that nearly 2 in 3 households do not have a Living Trust and are subject to a lengthy, expensive and possibly litigious probate court process if the parents or property owner dies. We recognized that the high cost of attorney fees, often ranging from $3,000 to $5,000, discouraged many families from securing these essential legal documents. While some families may have a complex estate plan that justifies this price tag, the majority of families just need a simple Living Trust. Nearly 2 out of 3 families don't have a Living Trust. According to a 2023 report by AARP, many adults delay estate planning due to cost or confusion around legal terminology.
Our clients, who already trusted us with their financial and insurance planning, expressed frustration with the complexity and intimidation of working with attorneys, and asked if we could help them with estate planning. After trying several well-known solutions like LegalZoom, Trust & Wills, Nolo, and Quicken, we found them either too limited or overly complicated.
Determined to fill this gap, our President, Alvin Parra, rolled up his sleeves. Before the pandemic, he became licensed and trained to use the same software many attorneys utilize to create high-quality estate plans. As he began helping clients through his financial services firm, Strategic Choices Financial, word quickly spread about the quality and affordability of our services. This growing demand led to the creation of EZ Living Trust, a division dedicated to providing comprehensive Living Trusts and estate plans across California.
As a inventor and creative thinker, Alvin decided to research all the competitors software and saw a pattern. Many companies either offered a low price but upsold clients on important documents, like the Quit Claim that should automatically be part of the complete estate plan. Or, the company's software was way to complex for the average person or left out critical information. Alvin was committed to build a software that did the following:
Driven by a vision to make estate planning affordable, Alvin Parra founded EZ Living Trust to provide hard-working families with a cost-effective, do-it-yourself alternative to traditional estate planning.
In a short period of time, EZ Living Trust reached a significant milestone, helping over 100 families secure their assets and protect their futures through affordable Living Trust solutions.
With growing demand and positive feedback, EZ Living Trust expanded its services nationwide, offering its trusted estate planning kits to families across all 50 states, making it easier than ever to protect their assets regardless of location.
Discover how our clients have transformed their estate planning experience with us. Read their testimonials to see how we've made securing their future simple and affordable.
"EZ Living Trust made the entire process so simple and stress-free! The software was intuitive, and the staff was incredibly friendly and helpful. I was amazed at how quickly everything was done, and at such an affordable price!"
"From start to finish, EZ Living Trust delivered excellent service. The software was incredibly user-friendly, and the staff was always available to assist with anything I needed. They made sure every step was clear, and I never felt lost. The quality and speed of the service were impressive, especially for the price I paid. I’m so glad I chose them!"
Setting up my trust was quick and easy with EZ Living Trust. The instructions were clear, support was great, and I saved over $2,000 compared to what my neighbor paid an attorney. Couldn’t be happier!
The president, alvin, is an inspiring leader. Hr provides training and compliance classes for his fellow agents and offers products suitable for your life situations. He offers a unique 401K plan that protects you from market volatility and high management fees. Check him out and I'm confident he will take good care of your financial planning needs.
EZ Living Trust offers the most comprehensive and secure investment guidance I've ever encountered. The level of financial insight and professionalism is truly impressive. Their team provided in-depth information and clarity that gave me full confidence in protecting and growing my assets. If you’re like me and want to eliminate risk while securing the best possible returns, especially with your 401(k), annuities, or other investments—this is the group to trust. They’re not just knowledgeable, they’re genuinely dedicated to your financial future.
EZ Living Trust is a division of Strategic Choices Financial, Inc. Neither is a law firm and cannot provide legal or tax advice. The information on this site is for informational and educational purposes only.
Strategic Choices Financial, Inc, dba EZ Living Trust is registered as a Legal Document Assistant in Los Angeles County, CA #987456, and is licensed and bonded.