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