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***We are not accepting any additional litigation cases at this time.***
P R O T E C T I N G L E G A C I E S
A California Estate Planning & Inheritance Rights Law Firm
STEP 1
Initial Consultation
with the Attorney
Do you need a Trust? Or a Will?
If you are a California homeowner and/or have assets worth more than $184,500, then a will is not enough to protect your family from a long, tiresome, and costly court process called Probate.
Let's connect!
1000 Lakes Drive, Suite 450
West Covina, CA 91790
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11531 S. 6th Street, Suite 105
Ontario, CA 91762
PRICING TO PROTECT YOUR LEGACY
Investing in your family's future...
1
Basic Plan
protect your family from probate
BASIC ESTATE PLAN INCLUDES:
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Temporary Will at time of Wishes
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Living Trust
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Certification of Trust
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Assignment of Personal Property
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Pour-Over Will
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(1) Trust Transfer Deed of Primary Residence
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Notary Cost Included
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Recording Fee Included
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Unlimited Calls/Meetings with the Attorney to Ask Questions About Your Living Trust
Individual (total)
$1950.00
Married Couple (total)
$2650.00
2
Premium Plan
protect your family from probate & conservatorship process
​PREMIUM ESTATE PLAN INCLUDES:
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Temporary Will at time of Wishes
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Living Trust
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Certification of Trust
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Assignment of Personal Property
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Pour-Over Will
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(1) Trust Transfer Deed of Primary Residence
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Notary Cost Included
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Recording Fee Included
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Unlimited Calls/Meetings with the Attorney to Ask Questions About Your Living Trust
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Durable Power of Attorney
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Advance Health Care Directive
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Unlimited Updates for 12 Months
Individual (total)
$2250.00
Married Couple (total)
$2950.00
3
Additions to Plans
Special Needs Trust For
Disabled Beneficiary within Living Trust
$750.00
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Gun Trust in Living Trust
For California Gun Collectors
$350.00
Pet Trust in Living Trust
$150.00
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Additional Residential or Commercial Properties Trust Transfer Deed
$400.00 per property
Additional Cost:
Notary Fee: $15 Per Signature
Recording Fee: $106.00
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Additional Inter-Spousal Deed
$400.00 per property
Additional Cost:
Notary Fee: $15 Per Signature
Recording Fee: $106.00
Own Additional California Properties?
Need to Remove Someone from title?
Each additional deed will cost the following:
$400.00
Additional Cost:
Notary Fee: $15 Per Signature
Recording Fee: $106.00
Special Needs Trust
If someone you plan to leave an inheritance to has a disability for which they are receiving governmental aid, you can add terms of a "Special Needs Trust" within your revocable trust.
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This will allow that person to get the benefit of the inheritance without affecting the government assistance they are receiving.
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It will also let you place managers that you trust over that person's share of inheritance for the rest of their life or until the funds are depleted.
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If the person with the disability lives with you, then you may want to also pair the "Special Needs Trust" with a "Life Estate" to ensure that person will always have a place to reside that is not a facility.
Pet Trusts
Designate a person(s) to be your "pet guardian" (the person who will care for your pet(s))​​.
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Leave a certain amount of funds to maintain your pet(s) to cover the cost of maintenance, grooming, etc.
It is best to consider the number of pet(s), food intake, and life expectancy when determining the amount to leave for your pet.​
The trust only terminates when the funds run out or when your pet passes.​​​
Gun Trust
If you are a gun collector, then you are aware that California has strict laws regarding the transfer of firearms.
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A Gun Trust built into the terms of your revocable trust will assist the manager of your estate to know how to make the transfers and to whom you want to receive your collection.
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