The Greatest Gift You Can GIVE Your Loved Ones
Planning Today Can Protect Tomorrow
A properly prepared living trust lets your estate pass to your loved ones without attorneys, court control, delays, or unnecessary taxes — quickly, privately and affordably.
The Choice Is Clear
Honest, Upfront Pricing
For Most States, a complete living trust package costs between $1,500 and $5,000, depending on complexity and location — not us. Here’s the typical breakdown:
No Surprises
Before comparing prices, you need to understand what should be included. A comprehensive living trust package should contain:
Attorney-Led
Attorney-led estate planning means every plan is assigned to a real attorney. Each document is drafted and approved by an attorney.
Flat, Transparent Pricing
Standard — Includes One Property Deed. Complete in Leatherette Binder.
Standard — Includes One Property Deed. Complete in Leatherette Binder.
Additional Discounts Apply — Refer to Contact Page
“ The Question Is Not “Can I afford a living trust?”
It’s “Can I Afford NOT to have one?”
Yes, Really
We believe quality estate planning should be accessible to every family, not just the wealthy.
All-Inclusive
Everything is included except county recording fees ($15–$50) for your deed and notary.
This “safety net” will catch any assets not transferred to your trust and direct them into the trust through probate. It also nominates guardians for minor children—something the trust cannot do.
This document allows someone you trust to manage your financial affairs if you become incapacitated. Without it, your family may need a court conservatorship costing $10,000–$15,000. This combines a healthcare power of attorney (naming someone to make medical decisions) and a living will (stating your end-of-life care preferences).
This short document proves your trust exists without revealing its contents. You’ll need this when opening bank accounts or working with financial institutions.
For community property state homeowners, this is critical. A new deed transfers your home into the trust and we handle recording it with the county.
Funding consultation and instructions for transferring bank accounts, investment accounts, and other assets into your trust, plus worksheets to track what’s been transferred.
Other, if applicable
Why We’re Different
With over 30+ years of experience in both estate planning and trust litigation, our pricing is affordable because we believe everyone deserves quality planning, not just the wealthy.
These are almost always:
No Hidden Fees
When comparing living trust costs, beware of these common hidden fees:
Total Transparency
You’re probably wondering: “How can you charge $1,398 when others charge $1,500, $2,000, $2,500, $5,000+?”
Online questionnaire reduces initial meeting time — or we can meet on Zoom and complete the questionnaire together. Most clients opt for this.
Document assembly technology that eliminates repetitive manual work.
Clear communication that reduces back-and-forth and keeps the process moving.
Systematic approach to common situations, refined over 30+ years.
By helping more families at affordable rates, we maintain a highly efficient practice where the client is first and foremost — without charging excessive fees.
Honest Guidance
While our affordable pricing works for most families, don’t get taken advantage of with overpriced legal fees.
If you own a business with multiple partners, complex valuation issues, or succession concerns, you may need specialized planning that costs $5,000–$10,000+.
If your estate exceeds the federal estate tax exemption, you need sophisticated tax planning that may cost $10,000–$25,000+.
If you anticipate serious family disputes, will contests, or disinheritance challenges, you may need extra-protective planning with a specialist.
If you have a special needs beneficiary requiring Medi-Cal or SSI benefit protection, specialized planning may cost $3,000–$5,000.
If you’re a homeowner with straightforward assets and you’re quoted $2,000–$10,000 for a basic trust, you’re likely overpaying. Unless you have complex tax planning or business succession needs, we help you avoid paying for overpriced and unnecessary costs. Most trusts should be reviewed every 3–5 years or after major life events.
Free, No-Obligation Consultation
Rest easy knowing your family won’t face months of court proceedings during their time of grief.
During this no-obligation meeting, we’ll:
To avoid the costs and delays caused by court proceedings (probate), it is crucial that your assets are owned by your revocable living trust.
A new deed must be created, transferring real estate ownership from you as an individual to the trustee of your revocable living trust—namely, you.
NOTE: We are unable to fulfill deed requests in Alabama, Arkansas, District of Columbia, Louisiana, Maryland, New Jersey, New York, Ohio, North Carolina, South Carolina, or Virginia.
Planning today can protect tomorrow. Talk to us about a low-cost living trust built around your family.
Request a Free Consultation