About Us

Going to a law firm, or an estate planning attorney can be expensive. It’s not unheard of for a law firm to charge $3,000 or more for an estate plan. If you have significant assets, or have a complicated situation, this may be necessary. But what about the rest of us? Should we prepare our trust or will online? What if it’s not done right? What are the implications of interacting with a computer that spits out pre-formed documents, will the plan protect your estate?

If you find yourself asking these same questions, you are the reason we created Trust & Wills Online. Spending $3,000 or more just isn’t in your budget, but you don’t want to rely on a computer to make the documents without a knowledgeable person being involved. At Trusts and Wills Online, your documents are prepared by paralegals and law clerks with experience working in estate planning law firms. The plans are then reviewed by independent attorneys. If you have questions about your plan, or if we have questions about the information you provided, we will call or email you. From our experience, this is the same process that occurs at many estate planning law firms. The benefit to you is we cut out the costs of fancy offices and in person meetings. We would rather provide you with an efficient process and a cost-effective estate plan.

If you have young children, but not a lot of assets yet, you may just need a Will that establishes a guardian for your children. If you have a home, or some other assets and your estate is worth $166,000 or more, you should consider creating a trust. When creating a trust, you may want to consider a power of attorney, an Advanced Health Care Directive, and a Quit Claim Deed to put your home into your trust. We have packages to cover all those options along with descriptions of each to help you determine your needs.

Maybe you have older parents, or are aging yourself, and don’t want the huge cost of a nursing home covered by Medicare to invade your estate after you pass. We have plans to protect your hard-earned estate for your heirs, not to pay Medicare after you pass.

Prepare a plan today at Trust & Wills Online! You will get the peace of mind that your loved ones will be taken care after you are gone, and in the manner you choose. If you die and don’t have a Will or a Trust, your estate will be subject to the State of California Probate Court and possibly reimbursement to Medicare for your medical expenses. Don’t let the state of California decide who gets what and how much, make your own decisions for your heirs and for your property today with one of our plans.


” What a pleasant surprise this turned out to be. TrustandWillsonline.com proved to be an easy and fast process. And what a relief to now have my Trust and Will complete as I want it to be rather than leave it to the State of California to decide who gets what. Thank you guys for a great job!”


Small Business Retailer

“Trusts and Wills Online was amazing. This was new territory for us so we had lots of questions. They made us feel comfortable with every inquiry and were quick to respond with different suggestions to fit our needs. They made the process quick and very efficient. In the end we received all the information which was well organized and easy to understand. Thank you Trusts and Wills Online, for making what seemed like a daunting task to one that was pretty painless and smooth.”

Traci B.

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Our Team

Cynthia Duffy

Cynthia Duffy


Cynthia is a paralegal with extensive experience working for an estate planning law firm and a civil litigation law firm. Cynthia’s experience includes preparing trusts, wills, power of attorneys, advanced health care directives and property conveyance deeds for estate planning attorneys. Cynthia is a strategic thinker with an eye for detail. Her experience working for a litigation firm has also shown her the damage that can be caused from documents and contracts that are not properly prepared, confirming her desire to deliver a product that serves the needs of her clients. Cynthia understands the value in having your estate in order and is ready to help prepare your documents so you can have the peace of mind that your estate is in order.
Daniel Duffy

Daniel Duffy

Chief Paralegal

Daniel is a business owner with 30+ years of experience in title, escrow and real estate related companies. Daniel is a licensed real estate agent in California. Daniel is currently completing his last year of law school and anticipates obtaining his juris doctorate degree by the summer of 2021. Daniel, like Cynthia, has worked for an estate planning law firm and has experience in preparing a variety of legal document for the attorneys, including trusts, wills, power of attorneys, advanced health care directives and property conveyance deeds.
Joshua Ramirez,  Esq. LLM

Joshua Ramirez, Esq. LLM


Joshua is a licensed attorney with the state of California. Joshua graduated from Loyola Law School and was admitted to the California State Bar in 2014. Josh has worked as an estate planning attorney for the past 6 years and has been recognized as a “Rising Star” by Super Lawyers as well as being identified as one of the top 2.5% of Attorneys in California. Joshua runs his own estate planning law firm in Orange County California. Joshua’s firm handles estate plans, litigation services, probate services, trust administrative services and trust litigation services. Joshua approves all estate plan documents for Trusts and Wills Online and reviews all documents prepared by the paralegals. If you choose a “Gold level Trust”, or one of our “Aging Parents” plans, you will be talking directly with Joshua.