7777 Alvarado Road, Suite 410
La Mesa, California 91942
(619) 566-8084
Flat-Fee Services
TRUST 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
TRUST RESTATEMENTS
WILL PACKAGES
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
ADD-ON SERVICES
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
Supplemental Needs Trust +$400
A-B Trust +$500
Pet Trust +$200
A la carte services available