What We Do

WILLS

A will is a legal document which:

  • Appoints an executor or personal representative to manage your estate, pay your debts, and distribute your assets per your instructions in the will.

  • Names individuals or charities who will receive your assets after your death.

  • Appoints guardians for any minor children.

TRUSTS

A trust is a legal document which:

  • Names a successor trustee to administer your estate and distribute your assets per your written instructions.

  • 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 Services

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

Notarization Included

$1500 Individual

$2000 Couple

(*County recording 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

Notarization Included

Starting at $800

Will

Financial Power of Attorney

Advance Health Care Directive

HIPAA Release

Notarization Included

$700 Individual

$1400 Couple

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

Out of State Deed +$300

A-B Trust +$500

Pet Trust +$200

A la carte services available

Flat-Fee Pricing