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

County Recording Fees for Primary Residence

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

"Urgent" Rate +$500

A la carte services available