REGISTERED
LEGAL DOCUMENT ASSISTANTS

PARALEGAL SERVICES

10+ YEARS IN BUSINESS LOCAL PROFESSIONALS

ESTATE PLANNING

Get In Touch

legal document assistants



Living Trust / Will Package

EXPERIENCE &

PROFESSIONALISM

We have helped clients prepare a variety of legal documents. Each Legal Document Assistant, LDA, has their own field, they specialize in. Our Legal Document Assistants are highly qualified to prepare your legal documents. We also can refer you to an attorney in our coorperating referral network. We have an A+ Rating with the Better Business Bureau.

IMPORTANCE OF

ESTATE PLANNING

Since 2007, we have helped clients prepare a variety of legal documents. Each Legal Document Assistant, LDA, has their own field, they specialize in. Our Legal Document Assistants are highly qualified to prepare your legal documents. We also can refer you to an attorney in our coorperating referral network. We have an A+ Rating with the Better Business Bureau.

REGISTERED &

BONDED BBB A+ RATING

Our team consists of registered and bonded Legal Document Assistants. All your information remains confidential. We are members of CALDA, California Association of Legal Document Assistants and the BBB, Better Business Bureau. If you don’t need legal advice, you shouldn’t have to pay for it. We are priced competitively and provide dynamic service, to all our clients.



FOR MORE INFORMATION

ESTATE PLANNING DOCUMENT PREPARATION

Last Will & Testament

Starts $399

Price includes notarization. There may be additional costs if mobile notary is required. A will or testament is a legal document by which a person, the testator, expresses their wishes as to how their property is to be distributed at death, and names one or more persons, the executor, to manage the estate until its final distribution.

Healthcare Directive Only

$199

The California Health Care Decisions Law, effective July 1, 2000, consolidated previous advance directives into the new Health Care Directive (AHCD). Advance health care directives allow you to have legal control over your health care treatment in the event that you are unable to speak for yourself.

Power Of Attorney Only

$199

A power of attorney is a legal document that gives someone the power to act on behalf of someone else. California Durable Power of Attorney allows the agent to make all financial decisions for the principal, even if the principal becomes incapacitated.

ESTATE PLANNING DOCUMENT PREPARATION

A trust can prevent the probate process, get your assets to your loved ones much more efficiently, and has other benefits during your life as well.

Schedule An Appointment Today (916) 620-2446

Single Persons Revocable Living Trust

Starts $599

Includes: Revocable Trust, Pour Over Will, Healthcare Directive, and Power Of Attorney. Also Includes One Property Transfer Deed. Price Does Not Include Trust Transfer Deed.

Married Couples Revocable Living Trust

Starts $699

Includes: Revocable Trust, Pour Over Will, Healthcare Directive, and Power Of Attorney. Also Includes One Property Transfer Deed. Price Does Not Include Trust Transfer Deed.

Trust Transfer Deed

$199

Real Property, Homes, Condos, Land, Etc. Must Be Transferred Into the Living Trust, Once The Trust Has Been Created, To Avoid Probate. Each Real Property Quit Claim Deed Prepared Costs $199. Price Includes Government Recording Fees Of About $130 . No Discounts For Multiple Properties.



Living Trust / Will Questionnaire

PROBATE

Probate is a legal proceeding that is used to wind up a person’s legal and financial affairs after death. In California probate proceedings are conducted in the Superior Court for the county in which the decedent lived, and can take at least eight months and sometimes as long as several years. Fees do not include mandatory court filing fees of $435 for starting Petition and $435 for final Petition. There is also a Probate Referee fee, of approximately .01% of the value of the total estate.

Schedule An Appointment Today (916) 620-2446

Start Probate

Filing Petition Only

Starts $699

Probate Small Estate

Step 1,2, or 3

Starts $1499

Heggstad Petition

Full Service: Includes 1 Real Property and 1 Petitioner

Starts $1499

Probate Full Service

Start to Finish
Estate Value Up To $166,249

Starts $1499

Probate Full Service

Start to Finish
Estate Value from $166,250 - $349k

Starts $2499

Probate Full Service

Start to Finish
Estate Value $350k – $500k

Starts $3499



DEED TRANSFER PREPARATION

Transferring a real estate title in California is a straightforward process accomplished through the use of a property deed. After selecting the right type of deed for your transaction, simply fill it out, sign it and file the deed at the county recorder‘s office. Select your deed.

Schedule An Appointment Today (916) 620-2446

Grant Deed | Quitclaim Deed

Starts $199
Plus $130 County Recorder Fee

Grant Deed: Can be used when property is being sold from one person to another, or to transfer real property into a living trust.

Quitclaim Deed: A quitclaim deed can be used for the transfer of real property in California of an unrecorded or recorded interest from a grantor to a grantee.

Inter-Spousal Transfer Deed

Starts $199
Plus $130 County Recorder Fee

An “inter-spousal transfer deed” transfers title (ownership) between a married couple. A gift given by one spouse to the other during the marriage is considered “separate” (owned separately), not “marital” (mutually-owned) property.

Transfer On Death Deed

Starts $199
Plus $130 County Recorder Fee

Avoid probate and the expense of a Living Trust. If you are the only owner, or if your co-owner has already passed away, your beneficiary will receive the property. In order to put their name on the title, they notarize and record a simple form called Affidavit of Death of Transferor under TOD Deed, along with a death certificate.

ESTATE MANAGEMENT

Schedule An Appointment Today (916) 620-2446

Guardianship

Starts $900

Conservatorship

Starts $1250

Child / Adult Adoption

Starts $1950



Living Trust / Will Questionnaire

FOR MORE INFORMATION