Your Life.  Your Legacy.

Call 844-4-A-LEGACY Today!

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.


Estate PlanningAn estate plan means peace of mind for you and your loved ones.

All-inclusive flat fee price is for in-office visits only.  Travel fees apply to “Mobility” projects requiring out of office visits which vary by location and frequency.



Package includes:
  • Will or Trust
  • Advanced Healthcare Directive
  • Durable Power of Attorney
  • Unlimited Calls
  • Wills start at $500
  • Trusts start at $1,500


In addition to Basic:
  • Pour-over Will
  • Notary services, included
  • Customized Estate Planning Portfolio
  • Transfer 1 Real CA Property into Trust


In addition to Plus:
  • 1 Amendment Included **
  • Transfer up to 2 CA Real Properties into Trust
  • Digital Asset Planning
  • MOBILITY Service Available
  • Real Property Analysis


In addition to Gold:
  • Same Day
  • 2 Amendments included**
  • Transfer up to 3 CA Real Properties into Trust
  • 1 Free Future Legal Consultation
  • Personal Background Search
  • MOBILITY Service Included ***

With MOBILITY, we come to you!

*     For married couples, please add $250 
**    Restrictions Apply
***  Your place or mine, lunch included, if mine

Call 844-4-A-LEGACY to make an appointment.

Estate Planning Process