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Clear Scope. Clear Fees.

Transparent Pricing. Clear Trust.

Explore the service options designed around different family and asset needs. Before you begin, we'll confirm what's included in your service and your total fee. You provide your information and selections through our guided questionnaire, and your responses are used to prepare your document package.

Tailored for Your Needs

Find the Right Plan for Your Family

Couples Estate Planning

Essential Individual Estate Planning

For married couples and partners planning together

A coordinated estate-planning package addressing jointly and individually owned assets and each person's individual supporting documents.

A coordinated estate-planning document package based on the information and selections you provide.

Estate Planning Plus

For individuals or couples whose document package involves additional real estate, business interests, or asset-transfer documentation.

Everything included in the applicable Individual or Couples Estate Plan, plus additional document-preparation

  • Real-estate transfer documentation

  • Additional property schedules

  • Business-interest schedules
    LLC/business-interest documentation, where applicable

  • Additional asset assignments

  • Expanded funding organization

  • Revocable Living Trust

  • Pour-Over Will

  • Financial Power of Attorney

  • Health Care Directive /

  • Health Care Proxy

  • HIPAA Authorization, where applicable

  • Certification/Summary of Trust, where applicable
    Schedule of Trust Assets
    General Assignment, where applicable

  • Signing & Execution Instructions

  • Funding Guidance

  • Joint or coordinated Revocable Living Trust documents, as applicable

  • Pour-Over Wills for both individuals

  • Financial Powers of Attorney for both

  • Health Care Directives/Proxies for both

  • HIPAA Authorizations, where applicable

  • Certification/Summary of Trust, where applicable

  • Schedule of Trust Assets
    General Assignment, where applicable

  • Signing & Execution Instructions

  • Funding Guidance

Already spoke to our team?

BEGIN MY ESTATE PLAN

If you've already discussed your document-preparation needs and received your service quote, you're ready to begin.

Review your service terms, make your initial payment, and complete your secure questionnaire.

Accuracy, Clarity, and Your Peace of Mind.

Our guided process is designed to help you provide complete information, review your documents carefully, and understand the steps involved in signing and organizing your estate documents. You'll know what's included in your selected service before work begins.

Our Commitment

TALK WITH OUR TEAM - (408) 786 5006

Not Sure Where to Start?

Speak with our team about your family, assets, and document-preparation needs. We'll explain our available service packages, what's included, the information you'll need to provide, and the applicable fee before you decide whether to proceed.