Toll Free 1-833-220-5333

Company Founder, Lori Crupi
In the last 13 years, company owner Lori Crupi (pictured below)  has worked for two of the largest trust companies in Southern California processing legal documents before venturing out on her own.  Lori completed over 4,000 Living Trusts since 2001, and has worked under the tutorial expertise of 5 different estate planning attorneys during this time.

Lori has a Bachelors degree in Psychology from the University of Arizona and a Paralegal Certificate in Paralegal Studies from National Paralegal College.

Lori graduated at the top of her class while enrolled in Paralegal Studies at National Paralegal College, earning a 4.0 GPA. Lori is registered as a Legal Document Assistant with the Los Angeles County Clerk. Her registration number is 2013233382. She currently works and resides in Los Angeles, is married and has two boys. 


Most of the clients we take on often confide that they called our largest competitor; citing that they were instructed to fill out forms online. Making the smallest mistake while filling out a form online can place your entire estate at risk. We interview you directly, thus eliminating the risk. Oh, and you'll never be rolled into a messaging service. What else make us different?  

We are a family owned business. When you call us, you will always get the same person; and ten years from now, you'll still be working with that same person. If something does happen to you, that same person will also work with your family. Many clients take great comfort in the knowledge of this alone.

Lastly, we are proud that we were voted as "Readers Favorite Choice" by the Los Angeles Daily News in 2015.

Why Us?