Planning made simple, with a great attorney.
It's a win-win.
Estate Planning
Take your pick.
Will
$500
For college students, young adults and those with assets that won't need probate.
- Will
- Durable Power of Attorney
- Health Care Directive
Basic Trust
$2000
Our basic living trust estate plan to avoid probate with outright distributions to your loved ones.
- Revocable Living Trust
- Certification of Trust
- Pour-Over Will
- Durable Power of Attorney
- Health Care Directive and HIPAA
- Trust Transfer Deed for Your Home
Protection Trust
$3000
Our comprehensive living trust estate plan to avoid probate, minimize estate taxes and protect your surviving spouse's and children's inheritance from divorce and lawsuits.
- Includes everything in our Basic Trust, plus:
- Lifetime Protection Trusts to significantly protect your children's inheritance from divorce claims and lawsuits
- Marital QTIP and Bypass Trusts to minimize estate taxes and better protect your surviving spouse's inheritance from divorce claims and lawsuits
- Customized Distribution Options
- Comprehensive Trustee Powers including powers over Digital Assets
Flat Fees
With an intro phone call, we can help you determine what you need and give you a flat fee price quote.
We help the successor trustee administer the trust of a deceased family member. Our fees are flat fees based on the terms of the trust, the nature of the assets and how well the family works together.
We help families position their assets to qualify for Medi-Cal to pay the costs of skilled nursing care. This usually involves establishing a Medi-Cal Asset Protection Trust (MAPT) and counsel on gifting and funding the MAPT.
In 2021, until the tax laws change, we are counseling clients on taking advantage of the current $11.7M estate and gift exclusion by gifting to irrevocable trusts for the benefit of their spouse, children or charity.
Pet Trusts
If you want to protect your other loved ones, we've got you covered.
