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Best for: The most common choice for California families, especially homeowners. This plan is designed for probate avoidance, continuity, and ease of administration.
Investment: $3,800 – $5,200
What’s Included:
Revocable Living Trust: The centerpiece of your plan to avoid probate and manage assets.
Pour-Over Will(s): A safety net to ensure any outside assets are moved into your trust.
Comprehensive Health & Financial Protection: Includes Durable Power of Attorney, Advance Health Care Directive, and HIPAA Releases.
Funding Guidance: Clear instructions to ensure your assets are correctly titled to your trust.
Best for: The most common choice for California families, especially homeowners. This plan is designed for probate avoidance, continuity, and ease of administration.
Investment: $3,800 – $5,200
What’s Included:
Revocable Living Trust: The centerpiece of your plan to avoid probate and manage assets.
Pour-Over Will(s): A safety net to ensure any outside assets are moved into your trust.
Comprehensive Health & Financial Protection: Includes Durable Power of Attorney, Advance Health Care Directive, and HIPAA Releases.
Funding Guidance: Clear instructions to ensure your assets are correctly titled to your trust.