WILLS & LIVING TRUSTS

For Married Couples
Living Trust Package
$1,750/flat fee


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For this flat fee, I prepare a customized living trust for your family, and all necessary incidental documents to complete your estate plan: 

In-person and phone/email consultations to discuss your goals and preferences 

Full documentation of your living trust and all related documents, including for example Declaration of Trust, Certification of Trust, Advance healthcare Directives, and Durable Powers of Attorney 

Presentation of your complete estate plan is given to you in a nice binder at completion of service

​Presently I am accepting clients in Contra Costa County and Calaveras County. Please call or email today to schedule a free consultation.

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For more information, you should read the Benefits of Wills & Living Trusts

For Trustees
Legal Services
$150/hour


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After the death of a relative, I offer hourly assistance to successor trustees performing living trust administration duties, such as: 

• Inventorying assets 

• Obtaining a death certificate 

• Providing notice to beneficiaries, banks, others 

• Preparing real estate documentation 

• Accounting, recordkeeping, and coordination with accountants and tax advisors 

• Managing and selling assets 

• Concurrent probate duties (summary probate procedures for executors in California) 

• Distributing assets and winding up the living trust