New to estate planning?
Then you are in the right place.
Our collection of estate planning packages is designed to meet the needs of most Californians.
A full California estate plan for an individual, including a last will and testament, a general durable power of attorney, and an advance health care directive. The planning process includes a written online questionnaire, an attorney conference, attorney drafting of your plan, and delivery of your plan via email.
Concierge in-home signing service is available through our Inherit partners for an additional fee.
A full California estate plan for an individual, including a declaration of trust, general durable power of attorney, advance health care directive, pour-over will, and one trust transfer deed. The planning process includes a written online questionnaire, an attorney conference, attorney drafting of your plan, and delivery of your plan via email.
Concierge in-home signing service is available through our Inherit partners for an additional fee.
Additional trust transfer deeds are available for an additional fee.
A full California estate plan for a couple, including two (2) last will and testaments, two (2) general durable powers of attorney, and two (2) advance health care directives. The planning process includes a written online questionnaire, an attorney conference, attorney drafting of your plan, and delivery of your plan via email.
Concierge in-home signing service is available through our Inherit partners for an additional fee.
A full California estate plan for a couple, including a declaration of trust, two (2) general durable powers of attorney, two (2) advance health care directives, two (2) pour-over wills, and one trust transfer deed. The planning process includes a written online questionnaire, an attorney conference, attorney drafting of your plan, and delivery of your plan via email.
Concierge in-home signing service is available through our Inherit partners for an additional fee.
Additional trust transfer deeds are available for an additional fee.