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PROTECT YOUR LEGACY

Legal Consultant

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

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PRICING TO PROTECT YOUR LEGACY
Investing in you family's future...

Marble Steps

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

Writing

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

Amendment
Suburb Houses

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)

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