One-on-One Support Tier
How our process works:
Our staff will meet with you at your convenience, either in office or virtually, to complete our comprehensive questionnaire with you and explain everything thoroughly.
Next, we will prepare drafts of your documents, and send them to you for review. We will be available (either by phone, in office, or virtually) to review these drafts with you, answer any questions you may have, and make any changes that you request.
Once you approve your drafts, we will schedule a time for you to come in and sign your documents in front of our expertly trained notaries.
Next, we assemble your portfolio, record your deed(s) and create a flash drive with digital scans of your signed and executed documents.
Finally, you stop by our office one last time. Our staff will sit down with you, review your portfolio, and go over next steps.
Pricing
We use flat rate pricing. Everything listed below is included in the packages. Additional fees will apply if you have additional document needs (e.g., extra deed work, LLC/S-Corp assignments, etc. ).
Choose the trust package that best fits your needs.
Individual
from
$1,150
- Revocable Living Trust
- Certification of Trust
- Advance Healthcare Directive
- Memorandum of Personal Property
- Quitclaim Deed into Trust
- Deed Recording($35.99 fee included in pricing)
- Pour-Over Will(w/guardianship for minors if applicable)
- Durable/Financial POAs
- Assignment of Personal Property
- Asset Spreadsheets
- Trust ID Card
- Flash Drive with PDFs of Documents
Joint
from
$1,300
- Revocable Living Trust
- Certification of Trust
- Advance Healthcare Directives
- Memorandum of Personal Property
- Quitclaim Deed into Trust
- Deed Recording($35.99 fee included in pricing)
- Pour-Over Wills(w/guardianship for minors if applicable)
- Durable/Financial POAs
- Assignment of Personal Property
- Asset Spreadsheets
- Trust ID Cards
- Flash Drive with PDFs of Documents