• 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.
  • 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.
  • 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.
  • 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

    $275.00$375.00
    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
  • Trust Package

    $675.00$875.00
    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

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