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.
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Trust Package
$675.00 – $875.00 Choose a Trust Packageincludes:
-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
$275.00 – $375.00 Choose a Will Packageincludes:
-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
$145.00 Add to cartNOTE: As of January 1, 2018 new 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.
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Deed – Transfer on Death
$195.00 Add to cartNOTE: As of January 1, 2018 new 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 new fee mentioned above.
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Beneficiaries with Special Needs
contact us to discuss your situation, at no obligation whatsoeverPlanning 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.
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Trust Amendment
contact us to discuss your situation, at no obligation whatsoeverLife 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.
