When You Need a Pour-Over Will

Most people create a revocable living trust to avoid probate. A pour-over will is also executed to allow any unknown assets outside the trust to pass through the pour-over will into the trust upon the testator's death. Trust property is then distributed to trust beneficiaries. Contact A People’s Choice for more information on how to prepare a pour-over will.

By Sandra McCarthy|October 18th, 2016|Categories: Estate Planning, Personal|2 Comments

Abandoned Property Left by Tenant

California requires landlords to follow rules when disposing abandoned property [...]

By Sandra McCarthy|September 7th, 2016|Categories: Estate Planning|Comments Off

Trust Administration – What is It?

Trust administration is not a court ordered process. It [...]

By Sandra McCarthy|September 2nd, 2016|Categories: Estate Planning|Comments Off

Securing a Loan With Deed of Trust

In California, loans can be secured by real property through [...]

By Sandra McCarthy|July 26th, 2016|Categories: Estate Planning|Comments Off

Serving Unknown Tenants in Eviction is Critical

Several issues may arise when evicting tenants in California. A [...]

By Sandra McCarthy|May 27th, 2016|Categories: Estate Planning|5 Comments

How to Set Up a Special Needs Trust

Parents with special needs children often worry about how to [...]

By Sandra McCarthy|May 22nd, 2016|Categories: Estate Planning|5 Comments

How to Get a Copy of a Will

If you are involved in a loved one’s estate, you [...]

By Sandra McCarthy|May 10th, 2016|Categories: Estate Planning|Comments Off

Common Law Marriage In California? Here are the Facts (and Myths)

Are you an unmarried couple in California seeking to [...]

By Sandra McCarthy|April 17th, 2016|Categories: Estate Planning|22 Comments

Storing Estate Planning Documents

[...]

By Sandra McCarthy|January 18th, 2016|Categories: Estate Planning|1 Comment

Selling Real Property in Probate

Selling real property in probate may take a prolonged period [...]

By Sandra McCarthy|December 28th, 2015|Categories: Estate Planning, Probate|1 Comment

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Description of Will Documents (Notary fees additional)	Price
Will (individual)	$200
Codicil to Will	$125
Will package (individual) includes Will, Healthcare Directive and Financial Power of Attorney	$250
Will package (couple) includes 2 Wills, 2 Healthcare Directives and 2 Financial Powers of Attorney	$399
Other Services	Call for Quote

Description of Trust Documents (Notary fees additional)	Price
Revocable Trust or Restatement of Revocable Trust (Individual) Trust or Trust Restatement only (you must have an existing revocable trust)	$300
Revocable Trust or Restatement of Revocable Trust (Couple) Trust or Trust Restatement only (you must have an existing trust)	$400
Revocable Trust or Restatement of Revocable Trust Package (Individual) Includes Trust, Pour-over Will, Certificate of Trust, Healthcare Directive, Financial Power of Attorney and estate folder	$499
Revocable Trust or Restatement of Revocable Trust Package (Couple) Includes joint trust, 2 Pour-over Wills, Certificate of Trust, 2 Healthcare Directives, 2 Financial Powers of Attorney and estate folder	$650
Special Needs Trust Designed for beneficiaries with physical or mental disabilities.	$700
Irrevocable Medi-Cal and/or VA Planning Trust	$700
Trust Transfer Deed and Preliminary Change of Ownership (California property)	$200 ($50 discount w/trust pkg)
Trust Transfer Deed (Out-of-State property)	$275 ($50 discount w/trust pkg)
Trust Transfer Deed (Timeshare)	$275 ($50 discount w/trust pkg)

Description of Individual Documents (Notary fees additional)	Price
Will	$200
Healthcare Directive	$125
Financial Power of Attorney	$125
Codicil to Will	$125
Trust Amendment	$200 and up
Trust Transfer Deed and Preliminary Change of Ownership (California property)	$200
Trust Transfer Deed (Out-of-State property)	$275
Trust Transfer Deed (Timeshare)	$275
Other Services	Call for Quote

Conservatorships Services We Offer	Price
Standard Conservatorship of Person AND/OR Estate (1 Petitioner) with or without Dementia Orders (Documents Only)	$1500
Limited Conservatorship for Developmentally Disabled (Documents Only)	$1200
Add-on Fees for Emergency Ex Parte Conservatorship (limited or standard)	+$300
Additional co-petitioner fee to any Conservatorship Petition	+$200
Add-on Fees for application for notice waivers and order	+$300
Add-on Fees for case management through Petition phase. Services include scheduling of any associated hearings, facilitating filing of documents with the court and other management services typically required to complete your Petition request	+$250
Standard preparation time is 10-14 business days. Rush preparation of all documentation is available for additional fee	$350+