Estate Plan (Couple)

Purpose:

This package allows California couples to create a basic estate plan for their family. It does not include any tax planning, special needs planning, trust funding or title work. It also does not create sub-trusts, deferred distribution post-death, non-U.S. asset planning, and other complex trust structuring or estate planning matters.

A basic estate plan allows couples to designate post-death beneficiaries of their estate (i.e., assets), nominate agents to manage their estate plan and make their financial and medical decisions during their incapacity and after their death, and (if applicable), nominate guardians for their minor child(ren). 

If both spouses do not have common beneficiaries and common nominees, please do NOT buy this package. Please contact us for guidance.

Documents Included:

  • Certification of Trust.
  • Joint Revocable Living Trust.
  • Pour Over Will for each spouse.
  • Financial Power of Attorney for each spouse.
  • Health Care Directives for each spouse.
  • HIPAA Authorization for each spouse.
  • Joint Assignment of Property.
  • Personal Property Memorandum for each spouse.
  • Joint Guardianship Declaration (if applicable).
  • Funding Checklist.
  • Signing Instructions.
  • Post-Signing To Do List.

Delivery Terms:

  • Documents will be emailed in pdf format.
  • 3 business days turnaround.
  • Submissions after 5 pm PST will be deemed submitted next business day.
After you click the 'buy now' button below, please create an account on the next page to access your questionnaire.
​If you already have an account on our portal, then please log-in to your account.
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​We also offer attorney consultation, document updates/modifications, trust funding, and notary/witness services for an additional fee.