The Plus Package is the prudent choice for those that like to do things right the first time and desire something more than just a basic plan. The Plus package comes with the convenience of the Gold Package, but simplified. Notary services are included, and all documents are organized into a custom laser-inscribed estate planning portfolio.

The Plus Package Includes:

  • Revocable Living Trust
  • Assignment of Personal Property to Trust
  • Transfer Deed for One (1) California real property (recording included)
  • Pour-over Will
  • Advanced Healthcare Directive
  • Durable Power of Attorney
  • Notary services, included
  • Custom Laser Inscribed Estate Planning Portfolio
  • Instructions on funding your trust

Need something different from the Plus Package? We also offer:

Platinum        Gold Package        Basic Package