Our most popular package! The Gold Package offers the flexibility and options many California homeowners need – from real property to digital assets, this package has it all. With up to two included real property transfers and recordings, you can rest assured that your loved ones will not have to worry about chasing a first or second home through probate court.

You will have peace of mind knowing that the Gold Package comes with one (1) future amendment to your trust’s listing of trustees or beneficiaries.

Also, this package unlocks the availability of the Mobility Service. Mobility means you can stay in the comfort of your home or business and have a live attorney come to you for a fee.

Here’s everything that’s included in the Gold Package:

  • Revocable Living Trust
  • Assignment of Personal Property to Trust
  • Transfer Deeds for up to Two (2) California real properties (recording included)
  • Pour-over Will
  • Advanced Healthcare Directive
  • Durable Power of Attorney
  • Digital Asset Planning Guide and Memorandum
  • Real Property Analysis
  • Notary services, included
  • Custom Laser Inscribed Estate Planning Portfolio
  • Instructions on funding your trust
  • Mobility Service Available for an added fee
  • One (1) future amendment included

Want to try something other than the Gold Package? We also offer:

Platinum        Plus Package        Basic Package