What We Do
WILLS
A will is a legal document which:
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Appoints an executor or personal representative to manage your estate, pay your debts, and distribute your assets per your instructions in the will.
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Names individuals or charities who will receive your assets after your death.
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Appoints guardians for any minor children.
TRUSTS
A trust is a legal document which:
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Names a successor trustee to administer your estate and distribute your assets per your written instructions.
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Names individuals who will receive your assets after your death.
ADVANCE HEALTH CARE DIRECTIVES
An advance health care directive, or durable power of attorney for health care, is a legal document which allows you to name someone else (agent) to make health care decisions for you in case you become incapacitated and are not able to make those decisions yourself. You can specify what kinds of medical treatments you want or do not want in the future.
POWERS OF ATTORNEY
A durable power of attorney is a legal document that allows you to name someone else (agent) to act on your behalf to handle your financial affairs in case of your incapacity. A financial agent can access your bank accounts to pay your bills and pay for your care, make investment decisions, collect your debts, manage your property, and apply for public benefits on your behalf.
Flat-Fee Pricing
TRUST PACKAGES
TRUST RESTATEMENTS
WILL PACKAGES
Revocable Living Trust
Certificate of Trust
Memorandum of Personal Property
Trust Funding Instructions
Bill of Sale
One CA Property Deed
Pour-over Will
Financial Power of Attorney
Advance Health Care Directive
HIPAA Release
$1500 Individual
$2000 Couple
(Notary fees not included)
AMENDMENTS
Simple changes to an existing living trust
Starting at $400
ADD-ON SERVICES
Restated Revocable Living Trust
Certificate of Trust
Memorandum of Personal Property
Trust Funding Instructions
Bill of Sale
Pour-over Will
Starting at $800
(Notary fees not included)
Will
Financial Power of Attorney
Advance Health Care Directive
HIPAA Release
$700 Individual
$1400 Couple
(Notary fees not included)
Cash, check, and credit cards accepted.
If you have legal insurance, most of your fees may be covered. Please call to verify insurance coverage.
10% discount for active duty and military veterans.
Additional CA Deed +$150
A-B Trust +$500
Pet Trust +$200
A la carte services available