Creating an estate plan is one of the most important things you can do for yourself and for the people you love. It does not have to be complicated, and it does not have to wait. Whether you are just getting started or need to update documents you already have, I will walk you through the process and make sure the right pieces are in place.
I work with individuals and families throughout California to create estate plans that reflect their wishes and hold up when it matters most. All packages include mobile notary service, with the notary coming directly to your home or office for document signing, along with a binder of your original signed documents. Payment plans are available. To request a custom quote or schedule a complimentary consultation, call me at 310-213-7711 or schedule online.
Basic Estate Planning Package
For individuals who do not need a trust but want clear legal instructions regarding the distribution of their assets, the appointment of decision-makers, and end-of-life wishes.
Please note: a will does not avoid probate in California. Probate may still be required depending on the size of your estate.
Includes:
- Last Will and Testament
- Durable Power of Attorney
- Advance Health Care Directive
- HIPAA Authorization
- Mobile notary service (one session at your home or office)
- Binder with your original signed documents
Comprehensive Estate Planning Package
For those looking to avoid probate, maintain privacy, and ensure a smooth transfer of assets to beneficiaries.
Includes:
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Health Care Directive
- HIPAA Authorization
- Mobile notary service (one session at your home or office)
- Binder with your original signed documents
Signature Estate Planning Package
The most comprehensive option, designed to make the process simple and ensure every important piece is in place from the start.
Includes:
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Health Care Directive
- HIPAA Authorization
- Digital Asset Plan
- Trust Funding Assistance for accounts and policies (real property priced per property)
- Mobile notary service (one session at your home or office)
- Binder with your original signed documents
Customizable Packages
If you would like to pick and choose services or add to an existing package, custom packages are available upon request.
À La Carte Services
Some services require a mobile notary. One session is included in all packages. Standalone notary service is available for à la carte engagements.
- Standalone Last Will and Testament
- Professional Will (for licensed practitioners)
- Pour-Over Will
- Revocable Living Trust
- Durable Power of Attorney
- Advance Health Care Directive
- HIPAA Authorization
- Digital Asset Plan
- Pet Trust
- Funeral or Burial Instructions
- Business Succession Plan
- Trust Amendments or Restatements
- Trust Funding Assistance (covers accounts and policies; real property quoted per property; recording fees at cost)
- Mobile Notary (standalone, one session)
Ready to Get Started?
I work with clients throughout California. To schedule a consultation or request a custom quote, call me at 310-213-7711 or schedule online.
