Living Trust

Most people think doing a living trust or will – setting up an estate plan – is a big hassle. We know dealing with an attorney can be a major pain and we know dealing with online document factories like Legal Zoom can leave you lost and unsure.

We’ve been doing estate planning since 1996, and we’ve learned how to make it comfortable, easy and efficient.

Our living trust estate plans include:

  • Customized Revocable Living Trust
  • Pour-Over Will
  • Durable Power of Attorney
  • Advance Health Care Directive
  • HIPAA (Medical Privacy Act Authorization)
  • Certification of Trust
  • Personal Property Memo
  • Assignment of Personal Property
  • Trust Transfer Deed for your home (if needed)

Your living trust will be drafted by the attorney you work with – not by word processing clerks.

AND what may be the best part: Once you become a Counsel Protect client, you will have unlimited (but reasonable) access to our attorneys by email or phone for questions about your estate plan at no additional fee.

We know it is more comfortable, easier and efficient to meet with an attorney in person to plan your estate. We will teach you about estate planning, answer your questions, help you design your custom estate plan and review and notarize your documents. The fixed fee for our living trust estate plan starts at $1,500.

To get started, simply Email or call us (916) 983-9410 to schedule an attorney meeting.