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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
PROTECT YOUR LEGACY
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
​
11531 S. 6th Street, Suite 105
Ontario, CA 91762
PRICING TO PROTECT YOUR LEGACY
Investing in you family's future...
1
Basic Plan
protect your family from probate
BASIC ESTATE PLAN INCLUDES:
-
Temporary Will at time of Wishes
-
Living Trust
-
Certification of Trust
-
Assignment of Personal Property
-
Pour-Over Will
-
(1) Trust Transfer Deed of Primary Residence
-
Notary Cost Included
-
Recording Fee Included
-
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:
-
Temporary Will at time of Wishes
-
Living Trust
-
Certification of Trust
-
Assignment of Personal Property
-
Pour-Over Will
-
(1) Trust Transfer Deed of Primary Residence
-
Notary Cost Included
-
Recording Fee Included
-
Unlimited Calls/Meetings with the Attorney to Ask Questions About Your Living Trust
-
Durable Power of Attorney
-
Advance Health Care Directive
-
Unlimited Updates for 12 Months
Individual (total)
$2250.00
Married Couple (total)
$2950.00
3
Platinum Plan
protect your family from probate & conservatorship process
+ UNLIMITED UPDATES
​PLATINUM ESTATE PLAN INCLUDES:
-
Temporary Will at time of wishes
-
Living Trust
-
Certification of Trust
-
Assignment of Personal Property
-
Pour-Over Will
-
(1) Trust Transfer Deed of Primary Residence
-
Notary Cost Included
-
Recording Fee Included
-
Unlimited Calls/Meetings with the Attorney to Ask Questions About Your Living Trust
-
Durable Power of Attorney
-
Advance Health Care Directive
-
UNLIMITED UPDATES!
(See Savings with Unlimited Updates)
Individual (total)
$3250.00
$2850.00
Married Couple (total)
$3950.00
$3550.00
How much are Amendments/Changes
to an existing Estate Plan?
New Power of Attorney or Advance Health Care Directive: $150.00 each
New Last Will and Testament: $175.00
Amendment/Restatement to Trust: Starting at $950.00
Own Additional California Properties?
Need to Remove Someone from title?
Each additional deed will cost the following:
Attorney Fee: $300.00
Notary Fee: $15 Per Signature
Recording Fee: $105.00
TOTAL COST
Approximately $420.00 (For 1 Signer)