We offer straightforward, thoughtfully designed estate planning packages that address a wide range of needs. Each option is comprehensive, transparent, and built to make the planning process clear and approachable.
Estate Planning Packages
Basic
Package Includes:
Advanced Health Care Directive
Durable Power of Attorney over Finances/Personal Affairs
Last Will & Testament
Same-Day Service Available**
Plus
Package Includes:
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:
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:
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**
* 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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