WILLS & TRUSTS
Strategic Estate Planning
for Individuals and Families
Services Offered
Whether you need a simple will or a comprehensive estate plan, I provide the essential legal documents to protect your family and ensure your wishes are honored. All services are available in English and Spanish with transparent, flat-fee pricing
Wills
A will ensures your assets go to the people you choose and names guardians for your minor children. I'll help you create a legally valid will that reflects your wishes and provides peace of mind for your family
Healthcare Directives
An advance healthcare directive specifies your medical wishes and appoints someone to make healthcare decisions on your behalf. This document gives you control over your care and relieves your loved ones of difficult decisions.
Trusts
Living trusts help you avoid probate, maintain privacy, and provide seamless asset management if you become incapacitated. I'll guide you through the process and ensure your trust is properly funded and tailored to your needs.
Guardianship Planning
If you have minor children, guardianship planning ensures they're cared for by someone you trust if something happens to you. I'll help you formally designate guardians and create a plan that protects your children's future.
Powers of Attorney
A financial power of attorney designates someone you trust to manage your finances if you're unable to do so. This essential document prevents court intervention and ensures your bills are paid and assets are protected.
Property Deed Transfer
Transfer real property into your trust or to family members with properly prepared and recorded deeds. I will handle the paperwork to ensure your property transfers are legally sound and avoid future complications.
Estate Planning Made Accessible
Transparent, Flat-Fee Pricing
During our consultation, we'll discuss your specific needs and I'll provide you with a clear quote. If we decide to work together, I'll send you an engagement agreement outlining the scope of services and fees. Costs may vary based on your specific needs. Payment is split into two equal parts: 50% when you sign the engagement agreement, and 50% upon document completion. Other payment arrangements can be discussed during our initial consultation. Final documents will be delivered once payment is completed.​
Will Protection Package
$2500 for individuals $3000 for couples
Includes Will, Powers of Attorney, and Healthcare Directives
Homeowner Living Trust Package
$4000 for individuals
$4500 for couples
Includes Living Trust, Pour-Over Will, Powers of Attorney, Advanced Healthcare Directives, and Guardianship Planning for families with Children
Additional Services
​Simple Will Only: $500
Revocable Living Trust Only: $3,000
Minor Amendment (pre-existing documents): $500
Healthcare Directive: $250
Financial Power of Attorney: $250
Property Deed Transfer: $500
Annual Review: $450
Schedule a Free Consulation
Schedule a complimentary 30-minute video consultation to discuss your estate planning needs. I provide guidance on wills and trusts to help you protect your family and your legacy. This initial meeting gives us a chance to get to know each other and talk through how I can best support you. I offer flexible scheduling upon request to accommodate your needs, including early morning, evening, and weekend appointments.
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