Estate Plan (Single)

Purpose:

This package allows a California resident to create a basic estate plan. 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 you to designate post-death beneficiaries of your estate (i.e., assets), nominate agents to manage your estate plan and make your financial and medical decisions during your incapacity and after your death, and (if applicable), nominate guardians for your minor child(ren). 

Documents Included:

  • Certification of Trust.
  • Revocable Living Trust.
  • Pour Over Will.
  • Financial Power of Attorney.
  • Health Care Directives.
  • HIPAA Authorization.
  • Assignment of Property.
  • Personal Property Memorandum.
  • 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.