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Business Meeting

Package Prices

Living Trust Package

$777*

Living Trust Package includes:

  • Living Trust

  • Trust Abstract

  • Pour-over Will

  • Springing Durable Power of Attorney for Finances

  • Health Care Directive

  • Physician's Directive

  • Asset Transfer Instructions

  • Executor Instructions & Checklist

  • Glossary of Estate Planning Terms

  • Set in 3-Ring Binder

  • Woven Ivory Thick Paper

Will Package

$495*

Will Package includes:

  • Last Will & Testament

  • Springing Durable Power of Attorney for Finances

  • Health Care Directive

  • Physician's Directive

  • Asset Transfer Instructions

  • Executor Instructions & Checklist

  • Glossary of Estate Planning Terms

  • Set in 3-Ring Binder

  • Woven Ivory Thick Paper

Special Needs Trust

$895*

Special Needs Package includes:

  • Special Needs Trust

  • Trust Abstact

  • Last Will & Testament

  • Springing Durable Power of Attorney for Finances

  • Health Care Directive

  • Physician's Directive

  • Asset Transfer Instructions

  • Executor Instructions & Checklist

  • Glossary of Estate Planning Terms

  • Set in 3-Ring Binder

  • Woven Ivory Thick Paper

Deed Transfer

$295*

($100 1st and $200 each addtional if with Trust Package)

Deed Transfer Package Includes:

  • Quit Claim Deed

  • State Exemption (If required)

  • Documentary Transfer Affidavit

  • Property Ownership Report

  • Filing of Deed

24/7 EMERGENCY TRUST

$2950**

Emergency Trust Package includes:

  • Living Trust Package

  • 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

Phoenix Branch

7609 E. Via De Lindo

Scottsdale, AZ 85258

(480) 993-2151

San Diego Branch

100 E. San Marcos Blvd. Suite 400

San Marcos CA 92069

(760) 851-0817

Riverside Branch

11801 Pierce st Ste 200

Riverside CA 92505

(951) 742-8032

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