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.

Basic

Package includes
From $995*

Advanced Health Care Directive
Durable Power of Attorney over Finances/Personal Affairs
Last Will & Testament
Same-Day Service Available**

Plus

Package Includes:
Flat Fee $2,995*

Advanced Health Care Directive
Durable Power of Attorney over Finances/Personal Affairs
Living Trust
Pour-Over Will
Customized Estate Planning Portfolio
Transfer 1 Real CA/NV Property into Trust***

Gold

Package Includes:
Flat Fee $3,495*

Advanced Health Care Directive
Durable Power of Attorney over Finances/Personal Affairs
Living Trust
Pour-Over Will
Customized Estate Planning Portfolio
Digital Asset Planning
Real Property Analysis
1 Amendment Included ** or
Transfer up to 2 CA/NV Real Properties into Trust***

Platinum

Package Includes:
Flat Fee $4,495*

Advanced Health Care Directive
Durable Power of Attorney over Finances/Personal Affairs
Living Trust
Pour-Over Will
Customized Estate Planning Portfolio
Digital Asset Planning
Real Property Title Analysis
1 Free Future Legal Consultation
Personal Background Search
1 Amendment included** or
Transfer up to 3 CA/NV Real Properties into Trust***
Same Day Rush**

Getting Started:

Estate Planning Process
The Steps

* Married couples add $500 (Basic); add $1,000 (Plus, Gold, Platinum). Additional fees may apply to blended families with complicated distribution plans.
** Restrictions apply; depending on availability; please inquire.
*** Add CA $75 Affordable Housing and Jobs Act Fee, if applicable.

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