Estate Planning Resources

Welcome to Your Estate Planning Resources Page

Please Watch this Brief Introductory Video for Important Instructions and Disclosures

Letter from James A. Long

Hi, I’m James! I am a California Estate Planning Lawyer.

A recent estate planning survey found that over 50% of Americans lack any kind of estate plan. This means that tens of millions of people have no basic plan to protect their family from an unexpected death.

In light of the current Coronavirus pandemic, this concerns me a lot.

I am passionate about what I do. I understand that not everyone can afford to hire a lawyer, like me, to craft an estate plan for them.

Extraordinary times, call for extraordinary measures. You need an estate plan.  You are likely anxious about what this pandemic means for you and your family. You are likely experiencing financial strain. I believe that each person must use his or her God-given gifts to the benefit of their neighbors.

Even though I do not know you, I care about you. 

The resources below are form templates you can download and use for FREE. So, if you cannot afford to hire an attorney, feel free to use these templates. Please understand that Regnum Legal is NOT a law firm. It is a resource. Although I am an attorney, I am not YOUR attorney. I am your neighbor and fellow human, trying to help in any way I can.

James A. Long, Esq.



Our Free Templates

To support families during the COVID-19 Pandemic, we have made out templates available FOR FREE! These templates include:

  • A basic probate-avoidance trust;
  • A pour-over will;
  • Health care directives ;
  • Statutory Power of Attorney;
  • Assignment of Personal Property;
  • Quitclaim Deed;
  • Preliminary Change of Ownership Report (PCOR);
  • Guardian Nomination for Minor Children;
  • A Catholic Version of the Health Care Directive;
  • An Orthodox Jewish Version of the Health Care Directive;
  • A Jehovah’s Witness’s Version of the Health Care Directive; and
  • A Christian Scientist’s Version of the Health Care Directive.

CLICK ONE OF THE OPTIONS BELOW



Recommended Reading Prior to Using Templates

What is a Trust?

Per Stirpes Distribution

Per Stirpes Distribution: Grandchildren

7 Advantages of a Revocable Living Trust

15 Duties of a Trustee

Why Avoid Probate?