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.
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The Estate Planning Process
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.
- Will or Trust
- Advanced Healthcare Directive
- Durable Power of Attorney
- Unlimited Calls
- Wills start at $500
- Trusts start at $1,500
PlusIn addition to Basic:
- Pour-over Will
- Notary services, included
- Customized Estate Planning Portfolio
- Transfer 1 Real CA Property into Trust
GoldIn addition to Plus:
- 1 Amendment Included **
- Transfer up to 2 CA Real Properties into Trust
- Digital Asset Planning
- MOBILITY Service Available
- Real Property Analysis
PlatinumIn 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