If you have any questions, please call our office at (888) 280-8100.
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Comprehensive Trust Package |
Basic Trust Package
(Do-It-Yourself package) |
Cost/Minimum Fee. |
INDIVIDUAL $1,750
MARRIED OR JOINT $2,150
(Legal consultation or specific drafting beyond the 4 hours provided is
available at additional cost.)
|
INDIVIDUAL $650
MARRIED OR JOINT $795
(Legal consultation or specific drafting is not included and is
available at additional cost.)
|
Documents included |
A Trust Book containing a Living
Trust, which will be either a Single person Trust, or if you are
married, a Marital Trust, A-B Trust, A-B-C Trust, or a
Marital-Disclaimer Trust (we will analyze your situation and discuss
with you to help you choose the appropriate type of trust); Trustee
Instructions; Successor Trustee Instructions; Guidelines for the
Successor Trustee; Funding documents including a Declaration of Intent
and Assignment of Assets and up to two California deeds and a title
search to determine the current title and property description per the
last vesting deeds (states other than California and nontraditional
properties such as timeshares may require additional cost); Pour-over
Will(s); Durable Power(s) of Attorney for Management of Property and
Financial Affairs; Advance Health Care Directive(s); Physician's
Directives; Anatomical Gift Form(s); a Location Key Guide (to help you
in cataloging all of your important documents so that they can be found
later); a Personal Message Guide; and more. |
The same documents are provided
but without legal consultation to assist you in choosing the type of
Trust. Further, the number of deeds is limited to no more than one. |
Consultation provided |
The Comprehensive Trust Package
includes up to 4 hours of legal consultation, either in person or on the
phone, and detailed document drafting specific to your circumstances.
|
The Basic Trust Package includes
no legal consultation. |
Presentation |
Documents are printed on Hornstein
security protection paper to help prevent tampering with your documents,
and delivered to you in a comprehensive tabbed easy to follow binder. |
The documents will be printed on
plain paper. |