If you've been putting off doing an estate plan, call us. We make it easy and affordable for you to get your affairs in order.

If you're like most people (with less than $5.49 million for 2017), then you likely don't need a complicated estate plan. But you still need expert advice on important legal matters. For most Californians, the safest way to avoid California's expensive and time-consuming probate process is through a living trust.

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We can come to you, advise and consult with you, draft your estate planning documents, and have you review and sign your estate plan, all in one appointment. We can meet at your office, at my office, at your home (evening and weekend appointments are available), whatever location is convenient for you. And I can do this all for a flat fee of only $1,050.00. The fee is the same for single clients and couples.

Here's what our packages include:

• Living Trust
• Pourover Will
• Personal property transfer declaration
• Deed for your primary residence (recording fee included)
• Durable Power of Attorney
• Advance Health Care Directive
• Notary services
• Box binder to keep your documents organized

Do you already have a plan, but you can't find the lawyer who drafted it? Have you reviewed your plan in the past two years? Have you had any major life changes that are not included in your plan? We routinely review, update and amend existing estate planning documents.



Special Services:

Estate Plan reviews and amendments | Trust administration | Trust dispute resolution/litigation