Estate Planning: We will help you plan your future.
- Living Trust
- Living Will (Advance Healthcare Directive)
- Durable Power of Attorney
Initial Legal Consultation: By-Phone $75 or In-Person $100During your initial legal consultation, we will discuss your situation
and design a customized estate plan that is suited to your specific needs.
Initial consultations require an appointment. All initial consultations are conducted in person or by phone and are limited to 45 minutes with a non-refundable fee. Execution of a retainer agreement is not required at that time, while our discussion remains strictly confidential.
Requestfor an initial consultation and schedule your appointment.
Durable Power of Attorney Over Asset (Includes: Notary fees)
Advance Healthcare Directive (Includes: Notary fees)
Nomination of Guardianship / Conservatorship (Includes: Notary fees)
Power of Attorney – Other (Includes: Notary fees)
Stand-Alone Will (Maybe subject to probate. Please consult with an attorney first.)
| Stand-Alone Revocable Inter Vivos Trust (“Living Trust”) |
(Includes: Pour Over Will for each spouse and notary fees)
Estate Plan Package A (Recommended)
(Includes: Living Trust, Durable Power of Attorney Over Asset for each spouse, Advance Healthcare Directive for each spouse, and Pour Over Will for each spouse, consultations, notary fees, and Estate Plan Organizer ™)
Estate Plan Package B
(Includes: Stand Alone Will, Durable Power of Attorney Over Asset, Advance Healthcare Directive, and notary fees)
| Estate Plan Package C|
(Includes: Durable Power of Attorney Over Asset and Advance Healthcare Directive, and notary fees)
Travel fees: We will come to you for meetings!
- City of San Diego & North County SD: $135 + mileage
- East County SD, South County SD, Orange County: $270 + mileage
Notary Service: $10 per signature
- California Notaries Public are commissioned by the Secretary of State as a public officer qualified and bonded under the laws of a particular jurisdiction for the performance of notarial acts.
- We provide notarial services by appointment only.