$499 Trust-by-Mail Pricing & Package
Always Compare Bottom Line Pricing: It is impossible to properly evaluate living trust pricing without knowing what is included and what’s not. Many times important documents are not included in an offer or inflated add-on charges apply for necessary items. When comparing prices be careful to get to a bottom line price that includes everything you want and need. Only then can you make an accurate comparison. Also Remember The Importance of Attorney-Client Privilege: Remember that when you work with a law office, all information and communications are protected by the attorney-client privilege and by law must be held in the strictest of confidence. That is not the case with non-attorneys!
$499 Trust-by-Mail |
Charges |
|---|---|
| Our Comprehensive Living Trust: A comprehensive, real world tested law office trust backed by over 30 years of dedicated trust experience that includes sub-trusts for minor children, exemption sub-trusts, and nomination of your successor trustees. | Included |
| A Master Transfer & Assignment of Assets that acts to generally assign and declare your assets to be governed by your trust | Included |
| “Pour-Over” Wills that act as an emergency backup to your trust | Included |
| Nomination of Guardianship for naming those you wish to act as your minor children’s legal guardians. | Included |
| Advance Health Care Directives, which replace the outdated Living Will and Power of Attorney for Health Care formats. | Included |
| Durable Power of Attorney for Finances, which allow you to appoint an agent to act on your behalf regarding financial matters beyond the reach of your trust. | Included |
| A Community Property Agreement (maybe the most valuable of all!) For married couple we also include a community property agreement, which is often the single most valuable component in married estate planning yet it isn’t even offered in many trust packages. Suffice it to say that the community property agreement has allowed countless surviving spouses to shelter hundreds of thousands even millions of dollars from income taxation. | Included |
| Trust Certification: Sets forth important information about your trust; helpful for titling assets in your trust and in real estate financing transactions. |
Included |
| California Real Properties: Transfers of California real estate properties are $125each. | $125 for Each CA Real Property (an additional up-charge of $50 for San Mateo County) |
| Charges For Out of State (Non California) Real Properties: Transfers of non-California real estate properties are typically $125 each but vary by state and are thus quoted individually. Certain conditions also apply. |
Typically $125 for Each Out of State (Non-California) Real Property |
| Risk Free, Money Back Guarantee: We are so confident you’ll be happy with our trust-by-mail, we back it with a 30 day satisfaction, money-back guarantee. This allows you to see for yourself, risk free, the quality, completeness, and comprehensiveness of our package. | Included |
(For A Detailed Explanation of Each of The Above Documents Click Here)
Our Law Office Pricing vs.Non-Lawyers!
When comparing prices be careful to get to a bottom line price that includes everything you want and need. Only then can you make an accurate comparison. For instance, a pricing survey of a frequently advertised, non-attorney document service selling a living trust package with one transfer deed, power of attorney and a living will totaled $533 – and most notably it did not include a community property agreement, often the most valuable document of all. Compare that with our complete package – and if you are really going to a fair comparison consider this is from a law office with over 30 years experience dedicated exclusively to California living trusts vs. a non-lawyer document preparation service offering a smorgasbord of legal services. The choice is yours!
Beware of Trust Scams!
You Are Only Protected by the Attorney-Client Privilege of Confidentiality When You Work With a Law Office (& Beware of Trust Scams): We think there are many self-evident reasons to work with a law office in competing your trust and if you are really going to do a fair comparison begin by considering we are a law office with over 25 years experience dedicated exclusively to California living trusts. Also remember that when you work with a law office, all information and communications are protected by the attorney-client privilege and by law must be held in the strictest of confidence. That is not the case with non-attorneys. In fact just the opposite occurs in many cases as there are many unscrupulous, non-attorney, trust companies that put on seminars, sell trusts, then use or pass along your information for the purposes of up-selling you annuities, insurance and other “financial packages”. Beware of trust scams! Read More………