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A Refreshingly Unique

Approach to Pricing

Most law firms are unwilling to offer pricing information upfront. They will require you to sit through an initial consultation (and potentially even pay for it) before disclosing the overall cost for a Living Trust, Will, and other estate planning documents needed for your situation. Even worse, some firms will bill you hourly for all time spent on your behalf with no guarantee of what the total costs will be.

We disagree with that approach and believe that you deserve a clear outline of your available options and the associated fees. 


The following information pertains to the cost to set up a Trust in California, as the vast majority of our clients go with a Revocable Living Trust for reasons stated elsewhere on this website.

Living Trust Cost

Pricing for Complete Living Trust Package


We offer 3 package options for completing your Living Trust based estate plan.  All options below include the following: 


  • Revocable Living Trust (or complete Restatement of an existing Trust)

  • Will 

  • Power of Attorney

  • Health Care Directive and HIPAA Waiver

  • California Real Estate Deed (to transfer a primary residence to your Living Trust) and County form needed to retain Prop 13 tax base

  • Deed Recording with County

  • Instructions for the funding of all remaining assets into your Trust


You get a comprehensive, expert attorney prepared California Living Trust based estate plan with any of our packages, personalized for your unique situation and goals. As you will see below, the main differences with each option involve the level of personal service you'll receive along the way. 


Note: If your situation includes multiple properties, business interests, beneficiaries with special needs, or if you desire asset protection or remarriage protection, fees will be higher and confirmed following your consultation.

Navigating in Woods


Documents and Advice

  • Online interview form

  • Email advice

  • Up to 30 minutes phone consulting

  • Documents sent to you with instructions for offsite signing (notary not included) 






Bridge into the Woods


Comprehensive Full Service

  • Online interview form 

  • Consultations via Zoom, phone, or in-person (depending on location)

  • Signing appointment at our office or your home (notary is included)

  • Deed recording, including County Fees

  • Trust funding assignments and declarations

  • Advice and specific instructions for updating financial accounts to your Trust






Beach Bar


Complete Everything while on Vacation

  • Enjoy three days and two nights at the Dolphin Bay Resort in Pismo Beach, CA 

  • Delicious meals

  • Engaging sessions

  • Interactive Planning Tools

  • Socialize and collaborate with other wonderful clients (up to 12)

  • Personal consultations

  • Preparation, signing and notarization of all documents

  • BONUS: Beyond Wealth - Create your Personal Core Values 







To Stay Current

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