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 Select optionsTrust Package – 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
$275.00 – $375.00 Select optionsWill Package – 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
$145.00 Select optionsNOTE: 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 Select optionsNOTE: 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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Trust Amendment
Call (415)-883-9594 for pricingTrust Amendment
