Package Prices
Living Trust Package
$595*
Living Trust Package includes:
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Living Trust
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Trust Abstract
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Pour-over Will
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Springing Durable Power of Attorney for Finances
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Health Care Directive
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Physician's Directive
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Asset Transfer Instructions
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Executor Instructions & Checklist
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Glossary of Estate Planning Terms
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Set in 3-Ring Binder
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Woven Ivory Thick Paper
Will Package
$495*
Will Package includes:
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Last Will & Testament
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Springing Durable Power of Attorney for Finances
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Health Care Directive
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Physician's Directive
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Asset Transfer Instructions
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Executor Instructions & Checklist
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Glossary of Estate Planning Terms
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Set in 3-Ring Binder
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Woven Ivory Thick Paper
Special Needs Trust
$795*
Special Needs Package includes:
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Special Needs Trust
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Trust Abstact
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Last Will & Testament
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Springing Durable Power of Attorney for Finances
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Health Care Directive
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Physician's Directive
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Asset Transfer Instructions
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Executor Instructions & Checklist
-
Glossary of Estate Planning Terms
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Set in 3-Ring Binder
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Woven Ivory Thick Paper
Deed Transfer
$245*
Deed Transfer Package Includes:
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Quit Claim Deed
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State Exemption (If required)
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Documentary Transfer Affidavit
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Property Ownership Report
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Filing of Deed
24/7 EMERGENCY TRUST
$2950**
Emergency Trust Package includes:
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Living Trust Package
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We take down your information over the phone, create your Trust Package and any deeds and/or other funding documents, show up at your location with a mobile notary, get your documents notarized, and record any deeds at the local county recorder's office, all within 24 hours.
**Price is all inclusive of notary fees, county, state recording fees, and travel expenses. Prices may vary for this service beyond Southern California. Available in all 50 states.
* This is our phone meeting price. If client wishes to meet face-to-face at one of our meeting locations or their home, the following prices apply: Living Trust package $1,995. Will Package $1,795. Special Needs Trust $1,995. Deed Transfer $695. Our Business goal and vision is to provide access to a high-quality estate plan to low-income neighborhoods and neighborhoods of color that would not normally be able to afford access to a high-quality estate plan. So we encourage the use of our phone meeting at the affordable price. If you can afford our face-to-face price, you can probably afford to hire an attorney to create your estate planning documents.
Multiple Southern California and Arizona Locations to Serve You
Riverside Branch
11801 Pierce st Ste 200
Riverside CA 92505
Los Angeles Branch
City National Plaza
515 S. Flower St - 19th Floor
Los Angeles CA 90071
Phoenix Branch
2462 E Roma Ave
Phoenix AZ 85016
San Diego Branch
100 E. San Marcos Blvd. Suite 400
San Marcos CA 92069
San Bernardino Branch
Anaheim Branch
473 E Carnegie Dr
San Bernardino CA 92408
2400 E Katella Ave Suite 800
Anaheim CA 92806
Hemet Branch
26405 NAOMI DR,
Hemet CA 92544
Bakersfield Branch
200 New Stine Rd Ste 115
Bakersfield CA 93309
Palm Desert Branch
West Coast Headquarters
74-710 Highway 111, Ste 102
Palm Desert CA 92260