Services & pricing
Simple, transparent pricing for every family
No hourly billing. No surprise fees. Choose the package that fits your situation and get a complete, attorney-reviewed living trust.
Individual Trust Package
A complete revocable living trust for a single person — ideal for unmarried individuals or those with straightforward estates.
- Revocable living trust document
- Pour-over will
- Healthcare directive
- Durable power of attorney
- Property transfer guidance
Couples Trust Package
A joint revocable living trust for married couples or domestic partners — the most popular choice for families with shared assets.
- Joint revocable living trust
- Two pour-over wills
- Two healthcare directives
- Two durable powers of attorney
- Property transfer guidance
- Free trust amendment (first year)
Office Conference San Diego
Meet with an attorney and sign trust documents in our San Diego California office.
- Everything in Couples Trust Package
- Real estate deed preparation
- Priority document review
- Sign documents with Notary Public
Attorney review
Every trust document is reviewed by a licensed estate planning attorney before delivery.
Notarization guidance
Step-by-step instructions for properly signing and notarizing your documents.
Funding checklist
A personalized checklist of assets to transfer into your trust so it actually works.
Secure document storage
Your documents are stored securely and accessible any time you need them.
Pricing questions
Not sure which package is right for you?
Schedule a free 15-minute consultation and we'll help you choose.