ESTATE PLANNING - SOUND ESTATE PLANS

We prepare comprehensive family estate plans that include:

• Living Trust
• Two Pour-Over Wills
• Two Advanced Health Care Directives
• Certification of Trust
• Assignment of Intrest in personal property
• Deed to transfer your residence into your Trust. 

We offer most simple family estate plans for as low as $1,500.00 plus a notary fee $85.00, materials cost of $38.00 and San Diego County Recorder fees to record your deed.

What distinguishes our estate plans is we ensure your trust is properly funded and complete. Ask us about our Asset Spreadsheet System for long term maintenance of your San Diego Estate Plan.