Wills & Trusts

When you will not be around to clarify intentions, estate planning documents become the only way to communicate your wishes. With the right estate planning documents in place, you can help your estate avoid the delays and expenses of probate. We can help with wills, living trusts and restatement of living trusts, health directives, and powers of attorney for finances, and trust transfer deeds.

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    Revocable Living Trust Package

    Clients who wish to distribute assets amongst their heirs while avoiding probate upon their death can use this service to draft a living trust document. All assets will be manually transferred to the trust and the trustee can take control of the estate without the intervention of the courts. Package includes: Living Trust, Pour Over Will,) Certificate of Trust, Powers of Attorney for Finances and Health Care (2) HIPPA (2), Burial Instructions, Trust Transfer Deed and recording, Notary and Estate Planning Binder with Funding Instructions – extra cost for multiple property deeds. Fee: $995  
    Clients who wish to make a minor change to their living trust or who wish to rewrite the entire trust for clarity may use this service to complete documentation of the change to their trust. This includes: Living Trust, Pour Over Will, Certificate of Trust, Powers of Attorney for Finances and Health Care, HIPPA, Burial Instructions, Notary, and Deed Recordings. Fee: $795  
    Clients who choose to establish their wishes for their estate and surviving loved ones may use this service to draft a will – a document that declares what is to be done with their assets, property, and minor children upon their death. This type of estate document will go through probate. Fee: $250  
    Clients who choose to establish their wishes for themselves at the end of their lives, their estate, and their surviving loved ones may use this service to draft a will and other estate planning documents. This type of estate document will go through probate. Package includes: Will (2), Powers of Attorney for Finances and Healthcare (2) HIPPA (2), Burial Instructions, and Estate Planning Binder. Fee: $595  
    Clients may use this service to prepare documentation that allows a trusted individual to act on the client’s behalf in matters dictated by the power of attorney document should the client be unable to act for themselves. These may include financial matters and property matters. Fee: $199  
    Clients may use this service to prepare documentation allowing a trusted individual to make healthcare decisions on the client’s behalf should the client be unable to make them themselves. Healthcare providers are under an obligation to abide by your agent’s requests. This document may specify instructions for the agent and may outline situations in which the agent may take control. Fee: $199  

    We provide document preparation services for the following areas

    Our Offices

    Eastvale

    Coming Soon!

    Coachella Valley

    Coming Soon!

    Mobile Office

    Call (909) 403-7084 to Schedule Your Appointment!

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