Estate Planning Packages


We Provide Turnkey Customized Executed Living Trusts, Wills, Healthcare Directives, Power of Attorney Documents. Our Forms Have Been Vetted and Developed by Seasoned Veteran Estate Planning Attorneys and We Gather the Critical Information Directly from the Client, Insert Into the Forms and Execute the Documents Via Notarization.

California Living Trust Package

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WE WELCOME REFERRALS!

Our All-Inclusive Estate Planning Package Provides You with Peace of Mind Knowing All Your Bases Are Covered.

A Complete Estate Plan is a Group of Documents That Defines:

Beneficiaries; Who Receives Your Possessions and Assets When You Become Deceased

Guardians; Who Cares For Your Minor Children if You are Unable to Do So

Your end-of-life decisions and who can speak on your behalf

Who may handle your financial and legal matters

Memorandum & Declaration of Trust

Outlines who the Trust belongs to and who will be the Manager of the Trust Estate along with defining the Powers of the Trust.

Pour-Over Will

Works in conjunction with your trust and ensures any remaining assets automatically transfer to a previously established trust upon death.

Advanced Healthcare Directive

Designates who may make health care decisions for you if you become incapacitated. Also directs whether life support is desired when terminally ill.

Medical Disclosure/Healthcare Power of Attorney (POA)

Assigns legal responsibility to specific agent of your choice for Healthcare decisions w/Specific Power of Attorney

Financial Power of Attorney (POA)

Appoints an agent who may run your business, and all your financial affairs, including but not limited to money management and bill paying — if you are incapacitated and unable to.

Statement of Assets

List of financial accounts, properties, business interests, life insurance, retirement accounts, etc.

Re-Titled Assets/Grant Deeds

Detailed documents illustrating Property Deeds and Ownership Information

California Estate Plan Will Package

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The BIG difference between a Trust and Will is that a Will goes into effect when the person becomes deceased, a Trust goes into effect immediately upon signing/executing it. Wills cost less to establish (Average Cost is $1,500 to $2,000) when compared to a Trust (Average Cost is $3,500 to $5,000). Estates with assets over $184,500 are required to go through Probate Court, with or without a Will. In addition, a Probate Attorney is required which charges a retainer fee of $3,000 to $5,000 along with additional Probate Court costs. Trusts are exempt from Probate Court and do not require an attorney to manage the Trust and distribute the assets to Beneficiaries.

Purpose of a Will;

Who receives your possessions when you pass away

Who cares for your minor children if you are unable to

Your end-of-life decisions and who can speak on your behalf

Who may handle your financial and legal matters

Last Will and Testament& Living Will

Specifies how your property will be managed upon your death and provides a plan for how those assets are distributed after your death. You may also name the guardian for any minor children.

Advanced Healthcare Directive        

Designates who may make health care decisions for you if you become incapacitated. Also directs whether life support is desired when terminally ill.

Medical Disclosure/Healthcare Power of Attorney (POA)

Assigns legal responsibility to specific agent of your choice for Healthcare decisions w/Specific Power of Attorney

Durable Financial Power of Attorney

Appoints an agent who may run your business, and all your financial affairs, including but not limited to money management and bill paying — if you are incapacitated and unable to.

Schedule of Assets

List of financial accounts, properties, business interests, life insurance, retirement accounts, etc.

Young Adult Financial Power of Attorney

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Create a Financial Power of Attorney for your Young Adult

This important document makes sure that your Young Adult’s personal affairs can be property handled without the delay and cost of court intervention.

Young adults ages 18 to 30 are no longer covered under the Parent Consent Statute.  Institutions, Hospitals, Medical Professionals, Healthcare Providers do not recognize Parents as automatic decision makers for their Young Adults.  It is essential that these Young Adults establish Durable Power of Attorney, Advanced Healthcare Directives and assign an Agent for managing both their financial affairs and act as their healthcare Advocate in case they become incapacitated or unable to make these decisions.  Parents who are named as their Young Adult’s Financial and Healthcare Agent have the ability to view medical records and make informed medical decisions as well as manage financial matters.

The Attorney-In-Fact appoints you as your Young Adult’s Agent and relays the authority to do some or all of the following:

Access assets to pay for everyday expenses

Handle transactions with banks and other financial institutions

Buy, sell, maintain, pay taxes on and mortgage real estate and other property

File and pay taxes

Manage retirement accounts

Collect benefits from Social Security, Medicare or other government programs or civil or military service

Invest money in stocks, bonds and mutual funds

Buy and sell insurance policies and annuities

Operate small business

Claim or disclaim property

Make gifts of assets to organizations and individuals

Transfer property to an existing Living Trust

Hire someone to represent the estate in court

Young Adult Advanced Healthcare Directive

Documentation that states your Young Adult’s desires about their healthcare decisions in the case they are unable to make their own decisions and choose who may speak on on their behalf.

The Agent in the Healthcare Directive has the power to:

Give approval for or refuse any care or treatment affecting your physical or mental condition

Choose or fire health care providers and institutions

Approve or reject tests, surgery, and medication associated with your care

Direct whether you can receive healthcare such as artificial nutrition or be removed from life support

Make decisions on donating your organs or authorize an autopsy

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