Estate Planning Services and Pricing
Comprehensive Revocable Living Trust Estate Plan
Starting at $3,000
  • Revocable Living Trust
  •  Certification of Trust
  •  Declaration of Trust
  •  Schedule of Trust Assets
  •  Assignment of Personal Property
  •  Last Will & Testament(s)
  •  Nomination of Guardians for Minors
  •  Durable Power of Attorney(s)
  •  Advanced Health Care Directive(s) (Living Will)
  •  Final Memorial and Personal Instructions
  •  HIPAA Waiver(s)
  •  Personal Residence Transfer Deed
  •  Preliminary Change of Ownership Report (local county Assessor)
  •  Provision and Document Summary
  •  Estate Planning Portfolio
  •  Estate Planning Design in office Meeting
  •  Property Title Check
  •  Asset Review and Transfer Plan
  •  Final Review and Signing Conference
  •  Notary Public Service
  •  Witness Service
  •  Deed Recording
  •  One year Digital Document Locker Membership ($108 value)
  •  Annual Updates *
  •  Email Support *
  •  Trustee's Affidavit
Individual Documents as determined
Estate Planning Services and Pricing
Comprehensive Revocable Living Trust Estate Plan
Starting at $3,000
  •  Revocable Living Trust
  •  Certification of Trust
  •  Declaration of Trust
  •  Schedule of Trust Assets
  •  Assignment of Personal Property
  •  Last Will & Testament(s)
  •  Nomination of Guardians for Minors
  •  Durable Power of Attorney(s)
  •  Advanced Health Care Directive(s) (Living Will)
  •  Final Memorial and Personal Instructions
  •  HIPAA Waiver(s)
  •  Personal Residence Transfer Deed
  •  Preliminary Change of Ownership Report (local county Assessor)
  •  Provision and Document Summary
  •  Estate Planning Portfolio
  •  Estate Planning Design in office Meeting
  •  Property Title Check
  •  Asset Review and Transfer Plan
  •  Final Review and Signing Conference
  •  Notary Public Service
  •  Witness Service
  •  Deed Recording
  •  One year Digital Document Locker Membership ($108 value)
  •  Annual Updates *
  •  Email Support *
  •  Trustee's Affidavit
Individual Documents as Determined
* Restriction Apply
Attorney Advertising California Bar No. 257734
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