Estate Planning For All.

There are many advantages to using a Revocable Trust as part of an estate plan, including some that vary by state. Some of the advantages include:

-Help a settlor avoid or minimize probate, including ancillary probate.

-Typically allow for seamless control of the settlor's assets on incapacity.

-Typically allow for seamless control of the settlor's assets on death.

-Are more likely to help a settlor maintain privacy than a plan with only a will.

Package Includes:

Revocable Living Trust, Pour-Over Will, Power of Attorney, Advanced Health Care Directive, Final Disposition, and supporting documents.

$2,500 (Single) / $3,000 (Married Couple)

*Excludes notary fees and filing fees.

A settlor with capacity may modify a revocable trust agreement at any time during the settlor's life by either:

-An amendment (see Amendment).

-A restatement (see Restatement).

The settlor may wish to modify the trust for several reasons, including:

A major life event, such as marriage, divorce, or the birth of a child.

-To add or remove beneficiaries.

-To change the distribution scheme.

-To add or remove successor trustees.

-To modify trustee powers.

A settlor with capacity may modify a revocable trust agreement at any time during the settlor's life by either:

-An amendment.

-A restatement.

Includes:

Simple Amendment: $500

Restatement: $1,500

*Excludes notary fees and filing fees.

Package Includes:

Last Will & Testament, Power of Attorney, Advanced Health Care Directive, Final Disposition, and supporting documents.

Note: This set of documents does not avoid Probate.

$1,500 (Single) / $2,000 (Married Couple)

*Excludes notary fees and filing fees.

Power of Attorney:

Gives an agent the power to make business and financial transaction on your behalf. $250/ per document

Advanced Health Care Directive:

Gives an agent the power to make health care decisions on your behalf. $250/ per document

Final Dispositions:

Gives an agent the power to make memorial/funeral decisions on your behalf. $250/ per document

Transfer Deed(s):

$250/ per document

*Excludes notary fees and filing fees.

Assisting families with intestate and testate probate proceedings so that they can focus on their healing process.

Fees:

Per California Statutory Code

Assisting families with Trust Administration so that they can focus on their healing process.

Fees: Please call to discuss.