Living Trust Pricing and Package2019-09-11T23:23:31+00:00

TRUST PACKAGE AND PRICING
Protect Your Family and Estate for as Low as $499

 A Quality 30+ Year Law Office Trust for an Affordable Price: As a 30+ year law office dedicated to trusts, we pride ourselves on delivering a proven, high quality, time tested, and reasonably priced, law office trust that has worked flawlessly for thousands of satisfied clients. We always invite comparison, however,  though you can pay more, it is doubtful you’ll get a better working trust. No matter which path you choose (Trust-by Mail or the In-Office Process) you will receive exactly the same high quality trust and package backed by our satisfaction guarantee!

Our Complete Trust Package Includes Everything You Should Expect

Play Video

Learn More About the Purpose and Explanation of Each Document
  • Our Comprehensive Living Trust
  • Trust Estate – Master Transfer and Assignment of Assets to Trust
  • Trust Certification
  • Pour-Over Will
  • Community Property Agreement (if married)
  • Nomination of Guardianship for Minor Children (if applicable)
  • Financial Durable Power of Attorney
  • Advance Health Care Directive
  • $125 each for (most) Deed(s) Transferring Your Real Estate Property to Your Trust
  • CA Recording Documents (with Deeds)

Trust-by-Mail
Same Trust As In-Office
Starting at $499

Learn If Our Trust-by-Mail Is Right For You
Learn the Story of Our Trust-by-Mail
  • Want to know why our trust-by-mail works so well, for so many? Read the attorney’s story and you’ll understand!

In-Office Trust
Meet With the Attorney
Starting at $999

Learn If An In-Office Trust Is Right For You
  • Meet in-office with our experienced attorneys and still enjoy affordable law office pricing
  • In-office execution (signing) and notarization of all documents
  • Leave with your finalized and completed trust and all original documents
  • Leave with an instruction binder, hard copy, and electronic PDF copy of all documents
  • Supplemented by an  informative website, step-by-step videos, and more (Watch the videos >)
  • Backed by our satisfaction guarantee, no-obligation process (Learn More >)
  • Click here to access our on-line forms >

OUR PRICING

Included in Our $499 and $999 Trust Package

  • 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.
  • Trust Estate – Master Transfer and Assignment of Assets to Trust: Not only acts to generally assign and declare your assets to be governed by your trust, but serves as an emergency backup allowing for summary court petitions to confirm “untitled assets” as part of your trust. (Learn More >)
  • Pour-Over” Wills: Act as a final emergency backup to your trust. (Learn More >)
  • Trust Certification: Sets forth important information about your trust; helpful for titling assets in your trust and in real estate financing transactions.
  • Nomination of Guardianship for naming those you wish to act as your minor children’s legal guardians. (Learn More >)
  • Community Property Agreement (if married): 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. (Learn More >)
  • Durable Power of Attorney for Finances: Allow you to appoint an agent to act on your behalf regarding financial matters beyond the reach of your trust. (Learn More >)
  • Advance Health Care Directives: Replaces the outdated Living Will and Power of Attorney for Health Care formats. (Learn More >)
  • Click Here for a More Detailed Explanation and Purpose of Each of the Above Documents >
  • Remember, You Only Pay If You Are Satisfied: Learn More >

Common Incidental Charges

  • $200 for Each California Transfer Deed with Recording Documents for Titling California Real Estate Property in Your Trust – typically your residence (there is an additional charge of $50 for San Mateo County) (Learn More >)
  • Typically $200 For Most Out of State (Non California) Real Property Deeds:  Transfers deeds for non-California real estate properties are typically $200 each but vary by state and are thus quoted individually. Does not include recording or recording documents. Other conditions also apply.
  • Notary Public Fees (applicable to in-office trust appointments only): $7 per Notarized Signature (please note: our $7 fee per notarized signature is less than half of the statutory fee of $15 per notarized signature)
  • Material and Copying Costs $26 (applicable to in-office trust appointments only)

Uncommon Additional Charges

  • Note 1: Pre-Consultations ($1000): Our no-obligation process should not be interpreted as an offer of free pre-consultations. We honestly don’t want to spend appointment time trying to sell you on a trust or our office. In other words, if you make an appointment, it is an appointment for completing a trust — meaning, its a no obligation process if you are ready to move forward with creating your trust in good faith. If we don’t think you need a trust, we will tell you. If, however, you show for an appointment for a pre-consultation (only wanting to discuss the possibility of a trust or using our office) a $1,000 fee will apply.
  • If You Need or Want Additional Time ($1,000 per additional appointment/consultation): We allocate a generous amount of our law office time towards completing your trust for our best price and offer most every opportunity to do so. Yet, occasionally, clients require or want more time than most. For example, by not completing the packet, much of your law office time will instead be diverted and spent on these fairly routine matters – and this will likely mean more appointments or additional time will be needed to complete your trust (meaning increased costs to you). Sometimes special circumstances make additional time necessary, other times it is simply “personal preference”. Curiously, it seldom has to do with the size of the estate! In essence, rather than charging everyone a higher base price, our pricing philosophy has evolved to only charging more to those whose needs, complexities, and additional time requirements make it appropriate.  Yet even in such cases, our pricing is usually far below that of most other law offices.
  • Complete or Large Exclusions of Any Spouse, Child, or First Line Intestate Heir ($1,000 additional most cases): Anyone is of course free to give away their estate to whomever they please, yet, that doesn’t change the fact that we presently live in a highly litigious environment. The unfortunate consequence of this is that,  whenever you exclude a spouse, child, or very close family member, this increases the odds of a legal challenge meaning our law office will face subpoenas for documents, depositions, and be required to testify at any court hearing. While nothing can ever stop someone from filing a legal challenge, we feel compelled to try to make it more difficult. That is why under such circumstances we go to extra lengths to further document intentional exclusions of close family members. Since this involves significantly more time and documentation, we must impose an additional minimum charge of $1,000.
  • Extraordinarily Complex, Overly Lengthy, or Overreaching Inheritance Provisions ($500 additional most cases): Even under our base pricing, we are able to accommodate most clients’ needs and wishes in drafting their desired inheritance provisions. Occasionally, however, we run into some who ask for extraordinarily complex, lengthy, or restrictive inheritance provisions. Not only do such provisions require significantly more attorney drafting, they also typically involve the need for a great deal of attorney discussion. Additional charges for this will vary according to circumstances but will be a minimum of $500.
  • Attorney Rates For Non-Listed Services ($500 to $800 per hour)
  • Please note that the above is not an exhaustive list of our fees and charges but are generally the possible fees associated with a trust appointment.
  • Keeping Your Appointment Also Helps Us Maintain Our Affordable Pricing: Whenever a short notice cancellation or failure to show occurs, our office suffers a very significant loss, as it is nearly impossible for us to fill a suddenly abandoned appointment slot. The overall impact of this is that we cannot possibly keep a low pricing structure in an environment where clients fail to honor the appointments they book or otherwise cancel with short notice. This is why we respectfully ask that you please do your part to help us maintain lower pricing by keeping any appointment you requested and scheduled. Thank you.

Price Comparison and Other Important Guidelines

  • Always Compare Bottom Line Pricing: 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.
  • 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!
  • Beware of Trust Scams: There are many unscrupulous, unqualified, 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”. Many try to fool you by claiming “an attorney drafts your trust”. Learn how to easily identify these cleverly disguised questionable or illicit operations peddling living trusts under the guise of legitimacy. Learn more >