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Trusts

The Estate Planning Portfolio includes the following documents:  Living Trust, Wills, Living Wills, General Powers of Attorney, Medical Powers of Attorney, Certificate of Trust, Community Property Agreement, Assignment and Deed.  In addition, the Portfolio contains instructions and explanations to make life easier with your Trust.  The cost of a Living Trust starts at $500.

We also create other trust documents such as Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Special Needs Trusts, and others.

Wills

For those who do not need or want a Living Trust, we also prepare Wills.  We can create both Simple Wills and Complex Wills, depending upon your objectives.

Probate

For a very reasonable fee, we can also probate your estate.  Probate is the court process of transferring your assets to your heirs when you die.  Probate may be required if you have a will or even if you do not have a will.



 
     
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