Which Plan Is Right For You?

Most people do not know what kind of estate plan they need. You either need a “will” or a “trust” package. If you’re not sure, this free assessment will help you discover whether a will or a trust is more appropriate for you.

Will Plans

A will is a legal document in which you name one or more persons to manage your estate, name who should be guardian of your minor children, and name who will be the beneficiaries upon your death. Wills have no authority over assets that already name a beneficiary (for example, a life insurance policy, a retirement plan, a deed that says “joint tenants” or any other contracts). Your executor is NOT supervised by the court, unless your probate assets exceed the value of $150,000 or you own real estate worth over $50,000.

Will For Married Couples

 

Will For Married Couples Plan

$129.00

Plan Information

  • Last Will and Testament
  • Durable Power of Attorney for Finance
  • Advance Health Care Directive
  • And Much More!

Will For Singles

 

Will For Singles Plan

$129.00

Plan Information

  • Last Will and Testament
  • Durable Power of Attorney for Finance
  • Advance Health Care Directive
  • And Much More!

Trust Plans

A trust is a contract you enter into with yourself or your spouse. It holds property usually for your own benefit while you are alive and for the benefit of others at your death or incapacity. A trust is created by a “settlor,” who transfers some or all of his property to a “trustee” who holds that trust property for the benefit of the “beneficiaries.” At first, you will play all three roles. The trust is revocable (changeable by you) during your lifetime. It is a “living” trust because it does not die like humans do, and therefore whatever assets it holds before your death do not go to probate Probate is an expensive public court process that causes delay in your wishes being followed.

Trust For Married Couples

 

Trust For Married Couples Plan

$199.00

Plan Information

  • Revocable Living Trust
  • Pour-Over Will
  • Durable Power of Attorney for Finance
  • Advance Health Care Directive
  • And Much More!

Trust For Singles

 

Trust For Singles Plan

$199.00

Plan Information

  • Revocable Living Trust
  • Pour-Over Will
  • Durable Power of Attorney for Finance
  • Advance Health Care Directive
  • And Much More!

Specialty Menu

Take a look at other products we offer that are not included in our other packages. Whether you need to amend your trust or a binder to have all of your documents in one place, you can find them here

Advanced Healthcare Directive

$9.97

The Advanced Healthcare Directive document allows someone that you trust to make your health care decisions for you in the event that you are no longer able to do so. They can determine day-to-day care decisions for you or make end-of-life decisions if necessary.

Durable Power of Attorney for Finance

$9.97

The Durable Power of Attorney for Finance document allows someone other than yourself to handle your financial affairs in the event of your incapacity without having to be supervised by the court system. That means you’re still alive, but for whatever reason, you can’t write checks or conduct day-to-day business anymore.

HIPAA Release

$9.97

The HIPAA Release document gives healthcare professionals permission to provide information about your health care to certain individuals that you trust in the event that you are incapacitated.

Estate Planning Basics Kit

$14.97

Make it easier for your loved ones in the event of a health crisis by providing the guidance and authority they will need to handle your financial affairs and medical decisions without the intervention of the California court system. Don’t wait until it’s too late to create the most important legal documents you will ever need.

The Complete Estate Planning Kit

$149.00

Don’t put off your estate plan any longer. Complete your California estate plan with this high quality estate planning kit.

Organizational Binder

$29.97

Get organized! Keep all of your estate planning documents in one place. Make it easy for your family to carry out your wishes with this organizational binder.

Trust Funding For Married Couples

$24.97

Already have a trust? Now take the time to fund it. Use these documents to add your home and various financial accounts to the name of your trust. 

Trust Funding For Singles

$24.97

Already have a trust? Now take the time to fund it. Use these documents to add your home and various financial accounts to the name of your trust. 

End Of Life Options

$19.97

The End Of Life Declaration documents are supplemental to the Advance Health Care Directive and incorporate your wishes regarding end of life options to be implemented if and when you are terminally ill.

Pet Trust For Married Couples

$19.97

Want to include special language and instructions for the care of your pet(s) in your trust? Choose this item.

Pet Trust For Singles

$19.97

Want to include special language and instructions for the care of your pet(s) in your trust? Choose this item.

Trust Amendment For Singles

$29.97

Marriage? Divorce? Birth? New family members? A change of heart regarding your wishes? These are all reasons to update and amend your existing trust.

Trust Amendment For Married Couples

$39.97

Marriage? Divorce? Birth? New family members? A change of heart regarding your wishes? These are all reasons to update and amend your existing trust.

Baha’i Faith Based Documents

$0.00

If you are a member of the Baha’i faith, these documents can help your family and friends carry out your wishes upon your passing.

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