Experienced Attorney Serving Orange County and Los Angeles County
Practice Areas
Living Trust & Estate Planning
A properly prepared estate plan avoids a long, expensive public court proceeding called probate for administering one's estate. It also avoids conservatorship proceeding in the event of incapacity, and ensures that your financial and medical needs will be met according to your wishes.
Trust Administration
Upon the death of the settlor/trustor of a trust, the successor trustee must perform the fiduciary duties of collecting/preserving trust assets, complying with laws, paying debts, transferring title of assets, preparing accounting, and making distributions to beneficiaries according to the trust terms.
Probate
This court proceeding is often required when a decedent does not have an estate plan or has just a will alone, and the estate is worth over $184,500 (2022). It involves filing court papers, making court appearances, preparing proper accounting, paying debts, and distributing to heirs.
Standard Living Trust Packages
Competitive Pricing
FOR INDIVIDUALS
Living Trust for the Individual *
Pourover Will
Certification of Trust
Assignment of Tangible Personal Property to Trust
Durable Power of Attorney
Advance Health Care Directive
HIPAA Release and Authorization
One Trust Transfer Deed (instructions provided for self recording deed)**
Trust and Estate Portfolio Binder with Copy of Documents and Forms
Envelope with All Original Document and Deed(s)
Scans of all executed documents in pdf format
As Low as $1700
FOR COUPLES
Joint Living Trust for the Couple *
Two Pourover Wills
Certification of Trust
Assignment of Tangible Personal Property to Trust
Two Durable Power of Attorneys
Two Advance Health Care Directives
Two HIPAA Releases and Authorization
One Trust Transfer Deed (Instructions provided for self-recording deed)**
Trust and Estate Portfolio Binder with Copy of Documents and Forms
Envelope with All Original Documents and Deed(s)
Scan of all executed documents in pdf format
Nomination of Guardian (if necessary)
As Low as $2250
* Tax-planning trusts or complex trusts are quoted separately
** Drafting additional property deeds – $350/deed, including PCOR.