Our estate planning process is done in three easy steps:
- You complete our easy to understand client information booklet.
- We prepare draft documents for your review and make edits, as necessary.
- Your final documents are prepared for signing and notarization.
- No charge for notary services for all estate documents executed in person.
- Each Trust Package or Will Package is delivered in a binder with tabs.
- We can help with the critical step of funding your Living Trust.
Review our various package options below and use the form to let us know how we can assist.
Questions about how our process works? Call 415-883-9594 or email jlwLDA888@gmail.com anytime. No charge to chat.
Trust Package
$775 for an individual
$975 for a couple
Includes:
-Living Trust
-Trust Certification
-Trust Declaration
-Exhibit of Trust Assets*
-Personal Property Distribution Instructions
-Will(s)
-Powers of Attorney
-Advance Healthcare Directive(s)
-Stand-Alone HIPAA waiver(s)
-Final Disposition Instructions
-Plain English Summary of Estate Planning Provisions
Will Package
$375 for an individual
$475 for a couple
Includes:
-Will(s)
-Personal Property Distribution Instructions
-Powers of Attorney
-Advance Healthcare Directive(s)
-Stand-Alone HIPAA waiver(s)
-Final Disposition Instructions
-Plain English Summary of Estate Planning Provisions
Deed – Transfer to a Living Trust
$245
NOTE:
As of January 1, 2018, legislation in the State of California requires all County Recorders’ offices to charge $75 on certain real estate recordings, up to a maximum of $225 for multiple filings for one transaction. This fee is NOT included in the prices above.
We can provide help with the critical step of funding your Living Trust.
Recording this type of real estate document is usually exempt from this specific recording fee mentioned above.
Deed – Transfer on Death
$295
NOTE:
As of January 1, 2018, legislation in the State of California requires all County Recorders’ offices to charge $75 on certain real estate recordings, up to a maximum of $225 for multiple filings for one transaction. This fee is NOT included in the prices above.
Recording this type of document is not exempt from this additional fee mentioned above.
Beneficiaries with Special Needs
Planning for family members or other loved ones with serious disabilities can be complex. Protecting government benefits and assembling an effective care-giving and support system can be challenging, to say the very least.
Likewise, beneficiaries who have issues with handling money sometimes require special provisions in your estate plan.
Assembling all the pieces your situation requires can be daunting. Since we have been touched personally by family and friends with disabilities, we are happy to help you. If we cannot provide you with what you need, at a minimum we can direct you to other resources.
Trust Amendment
Life changes and so should your estate plan. Sometimes a simple amendment can achieve your goals without the need to re-do your entire trust or will.
Changing trustees, executors, or beneficiaries are typical examples of situations where an amendment (or codicil in the case of a will) might be sufficient.