Personalized, High Quality, Up-to-Date Estate Documents at Reasonable Prices
$675.00 – $875.00
Trust 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
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
| Type | Couple, Individual |
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NOTE: 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.
Will 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
NOTE: 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.
Trust Amendment
