Our Trust Package (for single persons or married couples)

For an affordable fee, we offer the following complete Trusts package for any individual, married, or domesticated couples. Our fees per client may vary slightly since each person's situation, needs and requests may be different. Please contact our office so that we may provide you with an affordable fee quote for your estate plan. We can prepare any additional real property deeds to supplement your trusts package.
  • Our introductory estate planning letter.
  • One Declaration of Trust (the Revocable Living Trust).
  • One Pour-Over Will.
  • A second Pour-Over Will (for your spouse if married).
  • One Advanced Health Care Directive.
  • A second Advanced Health Care Directive (for your spouse if married).
  • One Durable Power of Attorney for Asset Management.
  • A second Durable Power of Attorney for Asset Management (for your spouse if married).
  • One HIPAA (Hospital Insurance Portability Authorization Act).
  • One HIPAA (for your spouse if married).
  • One Schedule of Trust Assets.
  • The Directions to the Successor Trustee / Executor.
  • The Directions to the Durable Power of Attorney Agent.
  • One Grantor Declaration of Personal Property.
  • One Certification of Trust.
  • One Spousal Property Agreement (only for married couples).
  • One Synopsis of the trust.
  • One Notice of Deposit of Copy of the Will.
  • A second Notice of Deposit of Copy of the Will (for your spouse if married).
  • The transferring of real property into the trust.
  • The real estate trust deed (and its recording).
  • The Preliminary Change of Ownership forms for the real property.
  • Correspondences/phone calls to the county recorder, and other institutions.
  • Continued correspondence letters with you.
  • Ongoing telephone support service.
  • Periodic mailing of newsletters for any trust law updates.
  • One additional copy of all of the trust documents for the successor trustee.
  • Complete notarial services for the entire trust (a $200 value).
  • A beautifully packaged trust folder with dividers for quick access to every part of the trust.


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