Client Portal

Welcome to information about our Client Portal.

Let's get you to the right place...

Have you hired our office?

I have signed a contract and remitted payment for services

I have not signed a contract, nor remitted payment

Please select one of the following:

Client portal access is only provided to active clients whose documents have been completed and signed. If you are interested in hiring our office, please call us at 805-648-5540.

Completion of Interview

I have completed a separate online worksheet answering detailed questions about my specific legal matter

I have not yet completed an online interview answering detailed questions about my case

Please select one of the following:

The first step is to complete your online worksheet. This should have been emailed to you. If you cannot locate your worksheet link, please reach out to us by email at by clicking here and request the link be resent to you. You will not find the link to any worksheets in our Client portal. All interviews have a hard coded password that cannot be changed. This password will also be emailed to you. Be sure you save the email containing the worksheet link and password for future reference. Your client portal will not be activated until your paperwork is ready to sign.

Completion of Documents

I have been notified by email that my documents have been prepared

I have not received notification that my documents are prepared

Please select one of the following:

Portal access will ONLY be granted once your documents have been prepared by our office. You can typically expect your documents to be completed within 7-10 business day from your worksheet submission (some case types have an extended time-frame.) Once your documents are completed, we will send you an email that your portal has been activated.

Great - You should be able to access your portal by clicking the button below. Once your portal is activated, if you forget your portal password you will need to reset your password at the log in screen. A People's Choice cannot reset your client portal password for you.

Client Portal

Let's get you to the right place...

Will Documents

Trust Documents

Individual Estate Documents

Will Documents

Trust Documents

Individual Estate Documents

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+