Estate Planning Services

What is a Living Trust?

A Living Trust is a legal document that allows a person (Settlor(s)= homeowner(s)) to transfer ownership of their assets into a trust during their lifetime, with instructions for managing and distributing those assets after the death of the Settlor(s). It is designed to avoid probate, provide privacy, and simplify the transfer of assets to beneficiaries.

Our Trust Package includes:

  • Revocable Living Trust

  • Pour Over Will

  • Financial Power of Attorney

  • Advance Healthcare Directive

  • Personal Organizer

Top 7 benefits and features of an APPROVED QUALITY Living Trust:

1. Revocable only (we don't offer Irrevocable): The Settlor(s) retain control and can amend-modify or revoke-cancel the Trust at anytime during their lifetime. In the event of death or any life transformation, we can help you restate or update your Trust. 3 types available: A. Individual B. Joint (married couple) C. Special Needs

2. Probate Avoidance: Simplifies and speeds up asset distribution. In California, the current threshold for Probate in cases of property and estates is $184,500 as of April 1, 2022.

3. Control: Allows the Settlor(s) to dictate how and when beneficiaries receive assets.

4. Privacy: Unlike a Will, a Trust does not become a public record. IMPORTANT WARNING: you must store your original in a "safe" place like a safe deposit box at a bank. We will provide a digital PDF scanned copy of your executed Trust, but IF you misplace the original, it's non-existent. We have a solution if ever an issue like this comes up.

5.Trustee: The person or entity managing the Trust. The Settlor often acts as the initial trustee, naming a Successor Trustee to take over upon incapacity or death.

6. Beneficiaries: Individuals or organizations who will receive the Trust's Assets as specified in the Trust document.

7. Incapacity Planning: If the Settlor(s) becomes incapacitated, the successor trustee can manage the trust assets on their behalf, and avoid conservatorship.

What does it mean to FUND a Living Trust and why is funding important?

Funding a living trust is the process of transferring ownership of your assets into the Trust. This step is crucial to ensure the Trust can manage and distribute your  assets according to your wishes.  Without funding, the Trust is essentially a legal (empty) shell with no control over your property. We will transfer all your Real Property to your Trust by recording the Trust Transfer Deeds we will prepare for you.

Assets you may choose to Fund your Trust with:

  • REAL PROPERTY

  • BANK ACCOUNTS

  • INVESTMENT ACCOUNTS

  • LIFE INSURANCE

  • BUSINESS INTEREST

  • CRYPTOCURRENCY

Here’s How We Work with You

Our 5-Step Process

STEP 1 - FREE consultation - We will begin with a FREE consultation to address your needs and schedule your first appointment.

STEP 2 - Gather your INFORMATION - You will meet with a qualified specialist in person, by phone, or via video call. During this meeting, we’ll collect your payment and specific instructions, ensuring we gather everything we need to get started.

STEP 3 - Legal Document(s) Drafted - Our team will prepare your legal document(s) with precision and attention to detail, then promptly send them to you for review.

STEP 4 - Signing Appointment - We will assist you in scheduling your signing appointment and ensure all signatures are properly notarized.

STEP 5 - Certified Filing - Once signed, we will file-record your  document(s) with the appropriate government office(s) or court.

What is a Will?

A Will (aka Last Will and Testament) is a legal document that outlines a person's wishes regarding the distribution of their assests, and names guardianship care of any minor children after  their death.

Our Will Package includes:

  • Last Will & Testament

  • Financial Power of Attorney

  • Advance Healthcare Directive

  • Personal Organizer

Limitations of a Will:

  • Does not avoid probate.

  • Only governs assets solely owned by the individual; it does not control co-owned property or accounts with designated beneficiaries.

  • Does not provide for incapacity planning.

Top 7 benefits and features of an APPROVED QUALITY Will:

1. Clarity: Reduces potential disputes among family members or heirs.

2. Flexibility: Can be updated or changed during your lifetime.

3. Avoiding Intestacy: Prevents the state from deciding how your Estate is divided if you die without a Will.

4. Control: Ensures your assets are distributed according to your wishes.

5. Executor: The person named in the Will to manage your Estate and ensure the wishes outlined in the Will are carried out.

6. Guardianship of Minors: If applicable, the Will names a guardian to car for minor children.

7. Final Disposition: Option between burial or cremation.

Our affordable FLAT FEES, Estate Planning Service Pricing:

Will Only $450

Will Package - Individual $850

Will Package - for a Couple $1,150

Power of Attorney - Financial $225

Advanced Healthcare Directive $225

Living Trust Package - Individual (includes 1 deed) $1,250

Living Trust Package - Joint for Married Couple (includes 1 deed) $1,550

Special Needs Living Trust Package - Individual (includes 1 deed) $1,350

Special Needs Living Trust Package - Joint for Married Couple (includes 1 deed) $1,650

If you own multiple real properties, each additional California deed with Trust Package $300 

*A tax of $75 per real estate parcel is assessed by the State of California when the property is not an owner-occupied residence. If this tax applies, it is collected in addition to our service fee for preparing and recording your deed.