Living Trust and Will Preparation Services in San Diego, California

Protect what matters with professional, affordable Living Trust, Will, deed, and related document preparation for individuals and families in San Diego and throughout San Diego County—prepared according to your instructions.

LIVING TRUST PACKAGE
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Google Reviews

4.9

LIVING TRUST PACKAGE
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Affordable Living Trust Preparation

Essential Supporting Documents Included

Asset Transfer and Administration Guidance

Registered and Bonded LDA Support

Years of Combined Experience
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Se Habla Español

San Diego Office

Trusted Estate Planning Document Preparation

Monday Morning Trust provides reliable estate planning document preparation for individuals and families across San Diego County. Through our California team and San Marcos location, we assist with Living Trusts, Wills, and related documents based on the information and decisions you provide. With phone consultations and scheduled in-person appointments available, we keep the process clear, affordable, and convenient from start to finish.

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Affordable Document Preparation

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Phone & In-Person Appointment

California Focused Support

Our Services in San Diego

Comprehensive Estate Planning Document Preparation

Living Trust Preparation

Protect your assets and provide for your loved ones with a revocable living trust.

Will Preparation Service

Ensure your wishes are honored and your legacy is protected with a valid Will.

Emergency Living Trust

Fast, reliable solutions when you need important documents prepared quickly.

Deed & Property Documents

Prepare deeds and other property documents with accuracy and care.

Special Needs Trust

Specialized trust solutions for unique family situations and long-term care.

Why Families Choose Monday Morning Trust

Personal Local Service

We’re part of the San Diego community and here to help.

Transparent Pricing

Clear, upfront pricing with no hidden fees.

Experienced Document Preparation Team

Brad, Adam, and Ryan bring 60 years of combined experience you can trust.

Convenient San Diego Location

Easy to reach with flexible consultation options.

How it works

From Start to Finish, We Guide the Process

We guide you through each step, from your first consultation to prepared and organized Living Trust documents.

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Free Introductory Consultation

First, start with a free phone consultation where we explain the process, answer basic questions, and help you understand the Living Trust Package.

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Information Gathering

Next, we guide you through the required information so your documents can be prepared based on your needs and direction.

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Document Preparation & Notarization

Finally, your documents are prepared, organized, and ready for signing. Notary support may also be available to help complete the process.

Serving San Diego County

Proudly Serving Families Throughout San Diego County

Through our San Marcos location, Monday Morning Trust assists individuals and families throughout San Diego County.

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Your California contact

Meet Bradley Ball

Brad is a San Diego County native and a licensed and bonded Legal Document Assistant (LDA) specializing in Living Trust document preparation. As Chief of Operations for Monday Morning Trust’s California branches, he oversees operations and helps ensure clients receive clear, professional, and affordable service.

Trusted by Families. Reviewed by Real Clients.

Honest reviews from real clients.

I received a call today from Bradley Ball, the owner of Monday Morning Trust. I had Bradley do my trust package two years ago. Bradley was checking up to see if I needed anything amended to my documents. He is very knowledgeable and professional, and makes everything easy to understand....

Don Tulimero 2 years ago

The best thing i did was to call Monday Morning Trust for all my trust/living will needs. Brad is exceptional professional, nice and patient. I have already recommended him to two of my friends. Thank you Monday Morning Trust

Barbara a year ago

Brad Ball and staff provided excellent guidance through the process of living Trusts and Wills. Answered all our questions and made sure everything was included. All done over the phone at a much better price than Attorneys. If you want to set up a Trust - call them.

Robert Longo 2 years ago

Frequently Asked Questions

No. We assist individuals and families throughout San Diego County, including San Diego, San Marcos, Carlsbad, Oceanside, Escondido, Vista, Encinitas, Chula Vista, La Mesa, and surrounding communities.

No. Monday Morning Trust is not a law firm and does not provide legal advice. We assist with preparing legal documents according to the information and instructions you provide.

Yes. Scheduled in-person appointments are available through our San Marcos location, which serves clients throughout San Diego County. Phone consultations are also available.

Yes. To help keep our Living Trust and Will preparation services affordable, we offer convenient phone consultations in addition to scheduled in-person appointments. Pricing depends on the service and documents you need.

Call our California team or complete the consultation form. We will gather the information needed to prepare your documents based on your decisions and instructions.

Schedule a Consultation

Fill out the form below and our team will contact you as soon as possible.

Prefer to Talk? Call Brad Directly

Have questions about the document-preparation process or need assistance scheduling your consultation? Speak directly with Bradley Ball, Chief of Operations for all California branches, for friendly and personalized assistance.

Phone consultations are available for a convenient and affordable way to get started.

California association of legal document assistant