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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