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Pricing
Three Affordable Trust Bundle Options
Essentials
Bundle
$995
A solid affordable living trust and corollary documents for those looking for the basics.
MOST POPULAR
Foundation
Bundle
$1,500
Complete package including power of attorney, health care directive, and more.
Legacy
Bundle
$2,500
Complete package, free lifetime amendments, and trustee module for lasting peace of mind.
Trust Bundle Add-On Services
Additional Quitclaim Deed
$200
The bundle includes the transfer of ONE property into your trust. Each additional property costs $200 with a price break at four additional properties.
Assignment of Business Entity
$200
Property owned by an entity stays inside and the entity is transferred into your trust. Any other entity or assignable asset can be transferred.
Special Needs Trust Add-On
$400
If you have a beneficiary who is on income-sensitive benefits or who is unable to manage money, a special needs trust is sometimes a good option.
Additional Services
Separate Property Agreement
$1,500
Also called a "Transmutation Agreement," we can help you protect your separate property or clarify the character of community property.
24-hr. LLC
or Corporation Formation
$1,650
Are you looking for an LLC or Corporation FAST? Let us get one in your hands in less than 24 hours. Includes all documents, EIN, and state filing fee.
Learn More!
We'll email you an information packet and planning checklist