Your Life. Your Legacy.

Estate Planning is about developing a strategy which addresses questions like: “ How do I provide for my family if the worst should happen?” “What will happen to my stuff if I die?” “Who will take care of me if I can no longer take care of myself?“ “How can I protect my business?”

Get answers to some of the common estate planning questions from our Frequently Asked Questions page.

Mother with her arms around her son and daughter laughing.
Family holding hands on the beach for Estate Planning

An estate plan means peace of mind for you and your loved ones

Getting Started:

Estate Planning Process
The Steps

Basic

Package includes
From $750*

Advanced Health Care Directive
Durable Power of Attorney over Finances/Personal Affairs
Will, or Pour-over Will with Living Trust
Will Package starts at: $750
Living Trust Package starts at: $1,495
Same-Day Service Available**

Plus

In addition to Basic
Flat Fee $2,495*

In addition to Basic…
Living Trust
Pour-over Will
Customized Estate Planning Portfolio
Transfer 1 Real CA Property into Trust***

Gold

In addition to Plus
Flat Fee $2,995*

In addition to Basic…
Living Trust
Pour-over Will
Digital Asset Planning
Real Property Analysis
1 Amendment Included ** or
Transfer up to 2 CA Real Properties into Trust***

Platinum

In addition to Gold
Flat Fee $3,995*

In addition to Basic…
Living Trust
Pour-over Will
Digital Asset Planning
Real Property Analysis
Same Day Option**
1 Free Future Legal Consultation
Personal Background Search
2 Amendments included** or
Transfer up to 3 CA Real Properties into Trust***

* Married couples add $500. Additional fee may apply to blended families.
** Restrictions apply; depending on availability; please inquire.
*** CA $75 Affordable Housing and Jobs Act Fee added, if applicable.

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