Flat-Fee Services

TRUST PACKAGES

TRUST RESTATEMENTS & AMENDMENTS

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)

Restated Revocable Living Trust 

Certificate of Trust

Memorandum of Personal Property

Trust Funding Instructions

Bill of Sale

Pour-over Will

Notarization Included

​

$800 Restatement

$400 Simple Trust Amendment

Will

Financial Power of Attorney

Advance Health Care Directive

HIPAA Release

Notarization Included

​

$700 Individual

$1400 Couple

ADD-ON SERVICES

Additional CA Deed +$150

Out of State Deed +$300

Supplemental Needs Trust +$400

A-B Trust +$500

Pet Trust +$200