Single & Joint Estate Plan Packages


What's the Best Option for your Financial Future?

What's the Best Option for your Financial Future?

Estate Plan Package Options for Individuals, Couples, and Families in California

Single Estate Plan Package

The single Estate Plan Package is ideal for unmarried individuals. We charge a flat rate for all Estate Plans, which enables you to call, email, or set appointments as needed to ensure all your questions and concerns are addressed. Our Estate Plan Package includes the following:

  1. Revocable Trust

  2. Durable Power of Attorney

  3. Advance Healthcare Directive

  4. Pour Over Will

  5. Trust Transfer Deed for Primary Residence

  6. Certification of Trust

  7. Other Documents (Assignments, Commercial Deeds, etc)

Joint Estate Plan Package

The Joint Estate Plan Package is ideal for married couples or those in a domestic partnership who have similar beneficiaries. We charge a flat rate for all Estate Plans, which enables you to call, email, or set appointments as needed to ensure all your questions and concerns are addressed. Our Joint Estate Plan Package includes the following:

  1. One Joint Revocable Trust

  2. Two Mutual Durable Power of Attorneys

  3. Two Mutual Advance Healthcare Directives

  4. Two Mutual Pour Over Wills

  5. Trust Transfer Deed for Primary Residence

  6. Certification of Trust

  7. Other Documents such as Assignments of Interest and Additional Deeds

For more information about Single or Joint Estate Plans, call our office at 925-322-1795 to set up your Estate Planning consultation.

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