Financial Advisor Alvin Parra shares why he created EZ Living Trust after helping countless families navigate confusing and costly estate planning systems.
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.
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:
Discover the powerful capabilities of our Living Trust Software designed to simplify estate planning. Enjoy user-friendly navigation, customizable templates, secure document storage, real-time collaboration, and comprehensive guidance through every step. Whether you're a professional or a DIY planner, our software ensures a seamless experience for creating and managing living trusts efficiently. Empower your future with ease and confidence!
Our mission is clear: We believe every family and homeowner deserves the peace of mind that comes with having a Living Trust and estate plan. We’re committed to making this essential plan affordable and accessible for working-class families across the United States. Our goal is to protect family homes from probate, ensuring that wealth is passed down to the next generation quickly, seamlessly, and free from unnecessary costs.
For the average working class family with a simple estate plan need, we offer an affordable, easy, do-it-yourself online package at a fraction of the cost a typical law firm would charge.
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.
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