top of page
Luxury house with beautiful landscaping on a sunny day. Home exterior design..jpg

Simple and Affordable

Living Trusts

Estate Planning and Taxes_edited_edited.

>>>Turned off by high prices and complicated information? We're your simplest and most affordable solution. Guaranteed.

Learn More!

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!

Confused upset millennial married couple sit on couch read financial papers invoices troub

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.

Happy Family Jumping Together On The Beach_edited.jpg

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.

Learn More!

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.

Happy parents and kids having fun tickling sitting together on sofa, cheerful couple laugh

Join 2,600+ VERY Happy Clients

Avvo Badges.png
Five Stars Final.png

"Excellent experience! Very affordable and very simple. So happy with his services."

San Jose, CA

Five Stars Final.png

"Bryan made creating a trust so understandable. He is very patient."

Susan and James
Sacramento, CA

Five Stars Final.png

"Bryan helped us get our affairs in order. He answered all of our questions."

Lew and Lois
Mission Viejo, CA

Five Stars Final.png

"Bryan was so great. Kept us in the loop the whole way and answered all our questions."

Jeff and Jill
Aliso Viejo, CA

Five Stars Final.png

"We were impressed with all of his attention to detail. We felt well taken care of."

Daryroosh and Nina
Oakland, CA

Five Stars Final.png

"Bryan came recommended from a family member. A+ experience."

Los Angeles, CA

Five Stars Final.png

"The whole process was easy. Happy with our final plan. Extremely friendly."

Lynwood, CA

Five Stars Final.png

"I have a unique situation and was glad to find a true expert in the field."

Fresno, CA

Five Stars Final.png

"The whole process was simple and easy. Low prices and I am very happy."

San Diego, CA

Learn More!

What's the process like?

Super simple.


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.


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.


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. 

bottom of page