Special Workshop Price for Individual Estate Plan – Deposit




This is a deposit for your Individual Plan.

The total Workshop Estate Plan price is $2,750.00*.

$1,500 due at Consultation and $455 due upon Dispatch of Draft Documents. A portion of this fee is tax deductible; consult your attorney.

The Plan Includes:

  • Declaration of Trust
  • Certificate of Trustee Authority
  • Will
  • Advance Health Care Directive
  • Durable Power of Attorney
  • Community Property Agreement
  • Grant Deed
  • Comprehensive Transfer Document
  • Estate Organizer
  • Detailed Instructions and Descriptions of all Documents

*Price for Comprehensive Estate Plan includes the preparation of one deed for transfer of real property located within California. Recording fees not included. Fees for the preparation of additional deeds may apply.

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