Expert Document Guidance
Concierge Level Service
for California Residents
Company Formations
Estate Planning
Advanced Health Directives
ABOUT US
Welcome to Testament Concierge, where we provide premier document services with a concierge level of care. Our dedicated professionals are here to assist you with all your important document needs, from forming a corporation or Limited Liability Company to creating your last will and testament or a revocable living trust. Confide in us to handle your case from start to finish, ensuring you receive all the necessary documents and support for a smooth process. Experience the difference with our exceptional service tailored just for you.
Our Specialities
Corporation
Register the corporation with the State of California—obtain formation number.
Complete the Articles of Incorporation ready for your signature(s).
Prepare the standard Corporate By-Laws, ready for your edits.
Prepare the Tax election form to file with the IRS—Subchapter “S” or “C.”
File for a Federal Tax ID Number (Optional)
Limited Liability Company
Register the LLC with the State of California-obtain formation number.
Complete the Operating Agreement ready for your signature (s).
Prepare the Tax election form to file with the IRS.
File for a Federal Tax ID Number (Optional)
Prepare and file a Beneficial Ownership Information Report (BOIR)
Last Will & Testament
Prepare the last will and testament documents ready to be witnessed.
Provide multiple copies including documents for probate submission at the time of your death.
Provide a set of detailed instruction for probate of the will by your heirs.
Revocable Living Trust
Create the Revocable Trust per your instructions.
Prepare the Trust Documents ready to be notarized.
Prepare a Pour-Over Will to cover any contingencies not enumerated in the Trust, ready to be witnessed.
Fund the trust-Quit Claim Deed for your primary real property, ready for you to file.
Fund the trust-Instructions to communicate with your mortgage company.
Fund the trust-Complete a Preliminary Change of Ownership form to be filed when your quit claim deed is filed.
Complete Guardianship documents, per your instructions. (Optional)