ESTATE PLANNING – MY ACCOUNT

Welcome to our new online Estate Planning Portal

This portal will give you acces to a preliminary online interview process where you can provide us some basic information regarding your estate plan. After you complete this interview, we will have a one-on-one phone appointment with you to go over the terms of your estate plans in greater detail. Please bookmark this page should you need to return to our portal at a later time.

APPLE COMPUTER USERS: If are using a MAC computer, we advise using Google Chrome instead of Safari. Also if you leave the interface idle for 30 minutes of time pass without saving, the program will automatically log you out without your information being saved.

Step One – Register access to portal
Step Two -Log in and Complete Interview
Step Three – Review pdf of Summary of Estate Provisions
(this will be provided within 1-2 business days after completing interview)
Step Four – Phone Appointment

Step 1: Register Portal Access

Step 2: Log In to Interview Portal

Forgot Your Password? Click Here

Call Us! 800-747-2780
New Hrs: 8:30 am-5:00 pm Mon-Fri

Call Us! 800-747-2780
New Hrs: 8:30 am-5:00 pm Mon-Fri

ESTATE PLANNING – MY ACCOUNT

Welcome to our new online Estate Planning Portal

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	$1500
Limited Conservatorship for Developmentally Disabled	$1200
Add-on Fees for Emergency Ex Parte Conservatorship (limited or standard)	+$300
Additional co-petitioner fee to any Conservatorship Petition	+$200
Standard preparation time is 10-14 business days. Rush preparation of all documentation is available for additional fee	$350+

Call Us! 800-747-2780New Hrs: 8:30 am-5:00 pm Mon-Fri

ESTATE PLANNING – MY ACCOUNT

Welcome to our new online Estate Planning Portal

Will Documents

Trust Documents

Individual Estate Documents

Call Us! 800-747-2780
New Hrs: 8:30 am-5:00 pm Mon-Fri