AFFORDABLE ESTATE PLANNING PACKAGES
All documents delivered via PDF. You will need to get your own notary (or use one of our recommended notary services). All packages include consultation (phone or Zoom) with attorney Robert Mansour and complete instructions regarding how to sign your documents. For deeds, we recommend MyLegalDepot.com
Health Care Documents - $250 single / $350 couple
The Advance Health Care Directive allows you to name agents to act on your behalf when it comes to health care decisions. This is not only for life and death decisions. Your agent is your advocate. Includes HIPAA Authorization allowing your agents access to your medical records if necessary.
Durable Power of Attorney - $250 single / $350 couple
The Durable Power of Attorney allows you to appoint someone (an "agent") to act on your behalf, even if you later become incapacitated. The agent can handle financial and legal matters on your behalf. Unlike a regular power of attorney, a "durable" power of attorney continues to be valid even if you lose the ability to make your own decisions.
Health Care Documents & Durable Power of Attorney - $395 single / $695 couple
The Durable Power of Attorney allows you to appoint someone (an "agent") to act on your behalf, even if you later become incapacitated. The agent can handle financial and legal matters on your behalf. Unlike a regular power of attorney, a "durable" power of attorney continues to be valid even if you lose the ability to make your own decisions.
The Will Based Estate Plan - $750 single / $950 couple
A will-centered estate plan uses a "Last Will and Testament" as the primary document for guiding the distribution of assets after death. It outlines how your property will be divided, appoints an "executor" to manage your estate, and may also include instructions for guardianship of minor children. In a will-centered plan, your will usually must be filed in court and go through a process called probate. Advantages: A will-centered plan can be simpler to set up and administer than a trust-based plan. However, the will is a matter of public record once it's filed in probate court. Disadvantages: The probate process, including the details of your will, becomes a matter of public record. Probate can take time and may involve delays. The will-centered plan includes health care documents and durable power of attorney.
The Living Trust Plan - $1500 single / $1900 couple
In California, a living trust-centered estate plan allows you to manage and distribute your assets according to your wishes, both during your lifetime and after your death, while potentially bypassing probate. The trust document specifies how assets should be managed, and a trustee is responsible for carrying out your wishes. This can help ensure your heirs inherit property without the court-supervised process of probate, which can be lengthy and expensive. The legal document that outlines the terms of the trust, including how assets should be managed, distributed, and the powers of the trustee. A key advantage of a living trust is that it can help bypass probate, which can be time-consuming and costly in California. Trust proceedings are generally private, unlike probate, which is a matter of public record.
