What You’ll Get
You don’t need to assemble your estate plan piece by piece. Our $2,500 flat-fee package includes every essential document your family needs—delivered with expert support, no hidden costs, and full peace of mind.
Revocable Living Trust
Pour-over Will & Power
Healthcare Directives
1x Property Transfer Deed
Simple Plans. Transparent Pricing
We believe in clear, upfront pricing with no hidden fees or confusing legal jargon. Whether you're just starting your legacy plan or need additional property coverage
Additional Property Add-On
What’s included
Transfer Deed for Property
Title Coordination Support
Document Hosting Update
Review by Trust Specialist
Seamless Integration into Main Trust
Simple Plans. Transparent Pricing
What’s included
Revocable Living Trust
Pour-over Will
Healthcare Directives
Financial Power of Attorney
One Property Transfer Deed
Secure Document Hosting
What’s included
Unlimited Secure Document Access
Online Download & Sharing Options
Annual Backup & Storage
Privacy-Compliant Hosting
Priority Client Support Access
Comprehensive & Clear
Estate planning shouldn’t be intimidating. Our flat-rate service makes it approachable, supportive, and customized to protect what matters most.
We tailor every trust to your family’s specific needs and financial picture.
Every document is reviewed and structured to meet legal compliance in your state.
Meet with our team—we handle the legal work and notary coordination so you don’t have to.
Beyond the Basics
We’re not just form-fillers. We provide human guidance, secure storage, and long-term peace of mind. Whether it’s your first trust or a revision of an existing plan, we ensure your documents are legally sound, accessible, and designed to work when your family needs them most.
Easily include additional real estate for $149 per deed.
Keep access to your documents for just $99/year.
Start your estate plan today with our all-inclusive, flat-fee trust package. No court delays. No hidden costs. Just peace of mind.
Your Estate Planning Questions Answered Clearly and Concisely
Our $2,500 flat-rate package includes a Revocable Living Trust, Pour-over Will, Healthcare Directives, Financial Power of Attorney, one Property Transfer Deed, and one year of secure document hosting.
Unlike traditional attorneys who charge $3,000–$7,000, we offer a cost-effective flat rate with a focus solely on estate planning—no hidden fees, just expert support.
Yes! When properly executed, your trust allows assets to pass directly to your loved ones—avoiding costly, time-consuming probate court.
Yes. Your package includes one property. You can add more for just $149 per property, and we handle the deed preparation for you.
Very secure. We include one year of encrypted document hosting, accessible only by you. You can renew this service for $99/year afterward.
We make it simple and affordable to update your trust. Whether life changes or you acquire new assets, we’re here to support you long-term.
Yes. Our specialist is fully licensed (CA License #4384531) and experienced in trust creation and intergenerational wealth planning. Legal referrals are available for more complex needs.
5000 Bechelli Lane Suite 104
(888) 611-8232