FAQs
Find answers to common questions about Monday Morning Trust, our document preparation services, how the process works, and how to get started.
Frequently Asked Questions
All sales will appear on your credit card statement as “Monday Morning Trust.”
Monday Morning Trust operates in California and complies with federal and state code regulations.
Monday Morning Trust is a registered and bonded Legal Document Assistant service that helps individuals and families prepare Living Trusts, Wills, Powers of Attorney, deeds, and other estate planning documents.
We provide guided document preparation based on your instructions. We are not attorneys and cannot give legal advice or represent you in court.
No. Monday Morning Trust is not a law firm, and our team members are not attorneys.
We are Legal Document Assistants who prepare legal documents at your specific direction. If you need legal advice, representation, tax planning, or help with a complicated legal matter, you should consult a qualified attorney.
Yes. Monday Morning Trust provides document preparation services for Living Trusts and Wills. A Pour-Over Will may also be included in the Living Trust Package.
Call Monday Morning Trust or submit the consultation form on our website. A team member will speak with you about the service you need and explain the next steps.
You will work directly with a member of the Monday Morning Trust team, including Brad, Adam, or Ryan, depending on your location and service needs.
Contact our team to determine whether your document preparation can be completed remotely or whether an in-person meeting is appropriate.
Meeting locations are available in San Diego, Phoenix, Riverside, and Los Angeles.
The information required depends on the documents you request. During the information-gathering stage, our team will explain what details and documents are needed.
For a Living Trust, this may include information about you, your family, your intended beneficiaries, and the property or assets you want addressed in your documents.
Yes. You can call Monday Morning Trust 24 hours a day, seven days a week, for emergency Living Trust preparation assistance.
Monday Morning Trust serves clients throughout California and Arizona. We have office and meeting locations in San Diego, Riverside, Los Angeles, and the Phoenix area. Please contact us to confirm service availability for your specific location.
Have questions or need help getting started? Contact our team today, and we’ll guide you through the next steps.
Business Name
Monday Morning Trust © 2026. All Rights Reserved
Email
brad@mondaymorningtrust.com
Customer Service Phone
(844) 595- (8787)
Mailing Address
100 E. San Marcos Blvd., Suite 400
San Marcos, CA 92069
Need Assistance?
Ready to take the next step? Our experienced LDA team is available to answer your questions and help you choose the document preparation service that’s right for you.
Why Choose
Monday Morning Trust?
- 60 Years of Combined Experience
- Licensed & Bonded LDA
- Se Habla Español
- A+ BBB Rating
Related Policy
Affiliations and Accreditations
