California Special Needs Trust Estate Plan

Protect the needs, lifestyle, and future well-being of your loved one

A special needs trust is created for the sole benefit of a disabled or mentally ill beneficiary.

There are many benefits of a special needs trust in estate planning:

Maintain SSI or Medicaid eligibility
Shelter from taxes
Protection from creditors

Individual

Special Needs Trust

Documents for 1 person

$700

Start My Special Needs Trust

Why you need a special needs trust

Tax Deductible

Funds used to create a special needs trust are tax-deductible. To maximize the percentage your loved one receives, consider creating a trust.

Ongoing Support

The trustee named in the trust will have complete discretion over the trust property and will be in charge of spending money on your loved one’s behalf.

Protect Against Creditors

Creditors are not allowed to file a lawsuit against a special needs trust. Special needs trust funds are used for the beneficiary.

What makes our service unique?

Affordable

Our simple online interview process can help you save thousands compared to hiring an expensive attorney to prepare your estate plan.

Expert Verification

Our estate plan service includes a custom review of your documents, making sure you didn’t overlook something.

Legal & Reliable

We use the same estate planning software that many California attorneys use, so you can be confident in your documents.

Trusted

We provide exceptionally high quality legal document preparation services unsurpassed by any other company online, and we take pride in our long-term reputation.

How it works

1. Complete our simple questionnaire

It’s convenient and risk free!

2. Review and confirm services

Review your information and tell us how quickly you need your documents.

3. Sign and purchase

Securely sign online and we’ll complete your documents.

Relax knowing your loved ones are protected

Our experts verify all special needs trust information during your personal interview

Start My Special Needs Trust

Common questions about special needs trusts

Who should I pick to be the trustee?

Pick a trustee you can trust to administer the special needs trust for your loved one.
Some trustees have the power to end the trust once it is no longer needed.
You should appoint a trustee that knows and understands the beneficiary’s needs, a point often overlooked.
Family members often serve as the trustee.

Note: You may consider performing annual audits on the trustee to make sure they are following the trust terms.

What protections does a special needs trust offer?

Funds used to create a special needs trust are tax-deductible.

Creditors also may not file a lawsuit against a special needs trust for monies owed. Special needs trust funds are used for the beneficiary.

What can special needs trust assets be used for?

Trust assets may be used to buy a variety of goods and services for your loved one such as:

personal care attendants
out-of-pocket medical and dental expenses
physical rehabilitation
education
home furnishings
vacations
recreation
vehicles
and other incidentals

Need help? We’re here for you!

Call us 800-747-2780

8:30 am-5:00 pm Mon-Fri

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)	+$450
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	+$750
Standard preparation time is 10-14 business days. Rush preparation of all documentation is available for additional fee	$350+

Estate Administration Services	Price
Trust Administration (1 real property) each additional property +$200	$499
Probate Transfer by Affidavit (non-court, for estates with personal property only. This process cannot be used for estates with real property. Property must be valued under $166,250/$184,500)	$225
Simplified Probate Proceeding to Transfer Real Property Not Exceeding $55,425/61,000 (up to 2 Petitioners; 1 real property)	$649*
Simplified Probate Proceeding to Transfer Real Property Not Exceeding $166,425 (up to 2 Petitioners; 1 real property)	$799*
Spousal Property Petition (1 real property)	$749*
Heggstad Petition (1 Petitioner, 1 real property)	$1500**
No frills Probate Petition Documents Only for California Probate with Order of Probate and Letters of Administration or Letters Testamentary (document prep only with instructions. No court filing or additional support services.)	$750**
Phase 1 California Probate Petition (Full Service with court filing assistance, arranging publication, notices and case management) up to Order of Probate and Letters of Administration or Letters Testamentary	$1500**
Most Popular Full service, complete California Probate, facilitation of court filings, arranging publication, administrative notices, and ongoing case management services	$3900**
Probate Phase 2 or Phase 3 Full Service	$1500.00+/phase
Report of Sale and Petition for Order Confirming Sale Real Property (for matters with limited authority)	$1500.00 +costs
Notice of Proposed Action (up to 5 notices)	$250
Supplements to Petitions	$250 min. and up
Other Probate Services	Call for quote