We offer the following types of affordable estate planning protection.
Our most popular service. Get your Living Trust, Pour-Over Will, Certificate of Trust, Healthcare Directive, and Financial Power of Attorney all for one low price. Includes a custom review of your documents.
$499 for individual or $650 for couple
Includes Will, Healthcare Directive, and Financial Power of Attorney.
$250 for individual or $399 for couple
Help your estate avoid probate related delays and expenses
$300 for individual or $400 for couple
Choose who gets your property and who will care for your children.
Starting at $200
Inform others of your healthcare decisions and designate whether life support is desired if you become terminally ill.
Starting at $125
Appoint an agent to handle your money management, pay your bills, or run your business should you become unable to.
Leave money or property to a loved one who has a disability, without jeopardizing their ability to receive Supplemental Security Income (SSI) and Medicaid benefits.
Starting at $700
Our handy estate plan guide will help you decide.
Includes Trust, Pour-over Will, Certificate of Trust, Healthcare Directive, and Financial Power of Attorney
Also known as: Will, Last Will and Testament
Also known as: Living Trust, “Inter Vivos” Trust
Also known as: Living Will, Advance Directive
Also known as: Durable Power of Attorney, Power of Attorney
If you die without a will you will not be able to choose who receives your assets. Instead, your closest relatives or heirs inherit your wealth according to intestate succession laws.
Intestate succession laws control which surviving family members of the decedent inherit their assets after probate when the person did not leave a will. The statutory laws identify the decedent’s relatives that should inherit the money. Who inherits what depends on which relatives are still alive when the person dies. Generally speaking,
Keep in mind, there are many other variations of how intestate laws work. You can read more about California’s intestate succession laws here.
The biggest benefit of having a trust is that it avoids probate.
In California, estates with real property or estates valued over $166,250 usually have to be settled through some type of formal court probate process. This process is very costly and can take from 5 to 7 months to complete.
With a trust, administration of a trust after the death of the trustee is relatively simple and inexpensive.
Another benefit of having a trust is to manage the property if a person becomes incapacitated. A revocable living trust allows your successor trustee to take over whenever you become incapacitated. There is generally no interruption in the management of your property, and there is no requirement for a court-appointed conservator.
You should have an estate plan if:
Our flat fees cover all document preparation as specifically outlined in our Contract For Services. Our flat fees always include a courtesy allocated amount of communication via email. This allocation should adequately cover most client’s email needs. Our business strategy in offering competitive pricing is based on our volume of document preparation. We understand that clients will have questions, and we want our clients to be informed about their legal process. When approaching us with questions, clients should try to be thoughtful, and consider including multiple questions within each email. We do recognize that some customers have special needs. Therefore, to provide a cost-effective solution for everyone, if a client exceeds the allotted number of emails offered for their particular type of legal proceeding, emails that exceed a client’s allotment will be charged.
Customers can typically expect a swift response, even after hours and on the weekends, although we do not “guarantee” a specific after-hours email response time. This program allows complete customer control over their overall legal fees. In addition, it has allowed us to keep our fees at “rock bottom” prices for those extremely price-conscious consumers; while maintaining flexibility and convenience for those customers who want to pay for that extra service.
8:30 am-5:00 pm Mon-Fri