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Simple and Affordable
Living Trusts
>>>Turned off by high prices and complicated information? We're your simplest and most affordable solution. Guaranteed.
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NOT having a living trust could be disastrous.
Procrastinating getting your living trust could mean your family has to go to probate, which means they could lose thousands of dollars and be tied up in court for years!
The problem is that they can be unnecessarily complicated and so expensive!
Most living trust attorneys price their services at $4,000 or more, even if you have a simple situation! If your needs are straightforward, you shouldn't have to pay full price.
We have a simple and affordable solution.
We charge a low flat fee which makes us one of the most affordable options available.
You don't have to fill out a long and complicated intake packet because intake is done over phone or Zoom which means the process is painless.
A full and complete draft is ready for your review within a few days, which means you can quickly and easily ensure everything is exactly how you want.
Your final documents are assembled in a 3-ring binder with tabs and coversheets so you feel confident and understand your entire plan.
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What's included? Everything.
Revocable Living Trust
Power(s) of Attorney
Advance Health Care Directive(s)
Pourover Will(s)
General Assignment
HIPAA Authorization(s)
Certification of Trust
Personal Property Distribution Instruction
Assignment of Personal Property
Marital Property Agreement (if applicable)
Quitclaim Deed (if applicable)
Summary of Planning Decisions
Trust Funding Instructions
One low flat fee.
Join 2,600+ VERY Happy Clients
"Excellent experience! Very affordable and very simple. So happy with his services."
Jean
San Jose, CA
"Bryan made creating a trust so understandable. He is very patient."
Susan and James
Sacramento, CA
"Bryan helped us get our affairs in order. He answered all of our questions."
Lew and Lois
Mission Viejo, CA
"Bryan was so great. Kept us in the loop the whole way and answered all our questions."
Jeff and Jill
Aliso Viejo, CA
"We were impressed with all of his attention to detail. We felt well taken care of."
Daryroosh and Nina
Oakland, CA
"Bryan came recommended from a family member. A+ experience."
Mario
Los Angeles, CA
"The whole process was easy. Happy with our final plan. Extremely friendly."
Nadia
Lynwood, CA
"I have a unique situation and was glad to find a true expert in the field."
Tori
Fresno, CA
"The whole process was simple and easy. Low prices and I am very happy."
Kylie
San Diego, CA
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What's the process like?
Super simple.
1.
INTAKE DISCUSSION. No intake forms for you to fill out! We get you information ahead of time, then go over everything with you over the phone or via Zoom.
2.
REVIEW FIRST DRAFT. A week later, we present you with a complete draft and a three-page summary to easily make sure everything is perfect.
3.
FINAL REVIEW AND SIGNING. The final version is organized into a 3-ring binder, and shipped to you. We then make sure you are comfortable signing.
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