Helping families protect their legacy California Estate Planning & Asset Protection
Quality First
We deliver exceptional results in everything we do, ensuring your satisfaction at every step.
Expert Care
Our experienced team brings skill and passion to every project, no matter the size.
Real Results
Proven outcomes that speak for themselves and make a meaningful difference for your estate planning.
Contact us for a free 15 minute consultation!
We provide affordable estate planning services to help families protect their legacy.
See if a Revocable Living Trust is the best option for you.
PROTECT TODAY.EMPOWER TOMORROW. LEAVE A LEGACY.
ESSENTIAL LEGACY PLAN
Starting Package -Single $795* Joint $995*
Perfect for individuals and families who want foundational estate planning protection.
Includes:
✓ Personalized Estate Planning Consultation
✓ Revocable Living Trust
✓ Marital Property Agreement
✓ Pour-Over Will (one for each spouse)
✓ Nomination of Guardian
✓ Financial Power of Attorney
✓ Advance Health Care Directive
✓ Burial Instructions
✓ HIPPA Waiver
✓ Trust Transfer Deed for Primary Residence
✓ Trust Summary Guide
✓ Document Signing Instructions (notarization/document review & binder not included)
*Documents will be emailed
Best For:
Families who want to avoid probate and put basic protections in place.
SIGNATURE LEGACY PLAN
Most Popular- Single $995* Joint $1,200*
A comprehensive estate plan with guidance and support throughout the process.
Everything in the Essential Legacy Plan PLUS:
✓ Asset Funding Instructions
✓ Personalized Estate Planning Review
✓ Documents Printed & Organized in 3-ring Binder
✓ Notarization Included
✓ Priority Client Support
(County document recording service is additional)
Best For:
Homeowners, growing families, and those seeking a complete estate planning experience.
LEGACY CONCIERGE PLAN
VIP White-Glove Experience- Single $1,500 Joint $2,000
Our highest level of service for families seeking ongoing support and peace of mind.
Everything in the Signature Legacy Plan PLUS:
✓ Concierge-Level Service
✓ Document Delivery Appointment
✓ Trust Transfer Deed for Primary Residence Recording
✓ Homestead Declaration to Protect Primary Residence Equity
✓ Business Interest to Trust (LLC or Corp)
✓ Successor Trustee Checklist
✓ Priority Scheduling
✓ Secure Digital Estate Planning Drive
✓ Premium Legacy Binder & Organization System
✓ Ongoing Plan Update Reminders
(Additional properties require a transfer deed & recording for an additional fee)
Best For:
Families with multiple assets, business interests, blended families, or those wanting continued guidance and support.
