Includes complete preparation and filing of required county documents. Price covers one property
Lets you manage and distribute assets during life and after death, with the flexibility to change or cancel it anytime.
Lists tangible personal items and appoints Guardianship
Financial Power of Attorney
Respects medical wishes
Suggested for Title's chain clarity
For each individual that must be removed, if applicable.
After 1st property, if applicable
Client will have to record transfer to the perspective county and pay the recording fee
Pricing for the Revocable Living Trust with 1 property. Notary fees are not included.
After 1st property, if applicable
Client will have to record transfer to the perspective county and pay recording fees.
We offer convenient at-home or hospital service for families within a 45-mile radius of our home office, starting at $150. A nonrefundable fee or deposit is required to schedule a field appointment and will be applied toward the total cost of services.
For a lower rate, clients may opt to complete the intake process remotely.
Notary fees are not included.
We offer convenient at-home or hospital service for families within a 45-mile radius of our home office, starting at $150. A nonrefundable fee or deposit is required to schedule a field appointment and will be applied toward the total cost of services. For a lower rate, clients may opt to complete the intake process remotely. Notary fees are not included.
Notary fees not included
Notary fees included
Notary fees included
Notary fees included
Updates related to life-changing events that do not involve adding new property
Updates related to life-changing events that do not involve adding new property
Updates related to life-changing events and requires to included an additional property
For each individual that must be removed
Includes county paperwork preparation and filing
*Client will have to record transfer to the perspective county and pay the recording fee
Recommended for Title's chain clarity
Grant deed will be prepared upon full nonrefundable payment. It can be picked up at our office or mailed upon request.
Client is responsible for filing with the appropriate county and paying all related fees. We do not file on your behalf.
Disclaimer: We are certified agents, not attorneys or a law firm, and we do not provide legal advice, representation, or services. All information provided is for general informational purposes only and should not be construed as legal. You should consult with a qualified, licensed attorney for any legal concerns or before making decisions based on the information provided. Prices are subject to change at any time without notice and may vary depending on the specific needs and circumstances of each client. While initial consultations are offered at no cost, a nonrefundable security deposit is required to begin document preparation or other services. Use of our services constitutes your acknowledgment and acceptance of these terms.
CA State fees included, Operation Agreement and Employer Identification Number (EIN)
*Single Member LLC only. Pricing applies to each LLC transfer and notary fees are included
$15 per signature
A $40 mobile fee applies within a 15-mile radius, plus $15 per signature. For distances between 15 and 25 miles, the mobile fee is $60, with a minimum of two signatures required.
Term life insurance with living benefits provides affordable protection and financial support if you are diagnosed with a serious illness, allowing you to access a portion of the death benefit while still alive. This helps cover medical expenses, maintain your lifestyle, protect your home’s equity, and avoid depleting your savings, easing the financial burden on your family and making the policy a flexible tool that safeguards both your loved ones and yourself.
Rolling over a 401(k) into an Indexed Universal Life (IUL) insurance policy can provide both growth potential and peace of mind through principal protection and the ability to guarantee lifetime income. Your cash value grows tax-deferred with interest linked to a market index, but unlike direct market investments, your principal is protected from market losses.