Make Your Plan.

A few years ago, my wife and I made our wills using a cheap online template – we had no idea what we were doing and figured it would be fine. That one-size-fits-all plan would’ve cost our kids $30,000  when it came time for them to inherit our estate compared to a plan done right.

That’s when I realized folks like you need someone to not just “make a plan”, but Make Your Plan.

I want to help you Make Your Plan, just like I’ve helped hundreds of other families.

Through March 31, 2020, I’m offering video-conferencing appointments and my most popular packages at a 25% discount:

  • Stand-Alone Wills$500 $375 for single person or $750 $560 for a couple.
  • Revocable Living Package$1,500 $1,125 for single person or $2,000 $1,500 for a couple.

The Revocable Living Trust Package is designed to help you avoid probate and includes:

  • Living Trust
  • Pour-Over Wills
  • Certificate of Trust
  • Declaration of Trust
  • Assignment of Personal Effects
  • Durable Powers of Attorney
  • Health Care Directives and/or “Living Will” (HIPAA compliant)
  • Burial Instructions
  • Deed to transfer primary residence to trust*

Complete the questionnaire below by June 30, 2020, to lock in your 25% discount on the stand-alone will or living trust package!  I’m looking forward to working with you!

 

 

*Deeds only prepared for California properties. First deed is included in package; each additional deed is $100.

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