Trust & Probate Law Group
Mailing Address: 4435 First Street #423
Livermore, CA 94551
(925) 362-4230

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Estate Planning

For a free phone consultation with an attorney, please call us now.


Estate Planning - What do you need?
            
  
About half of Californians would benefit from our Trust Package, while the other half would benefit most from our Will Package. 


Will Package Contents:
  • Will(s) 
  • Durable Power(s) of Attorney
  • Health Care Directive(s)
  • Guardianship Nomination
  • advice regarding beneficiary designations and joint ownership.   
                
Transfer on Death Deeds:

Transfer on Death Deed(s) (aka "Lady Bird Deeds")
           
           
Living Trust Package Contents:            
  •   Living Trust (including appropriate estate                    tax planning language)
  •   Pour-over Will(s)
  •   Durable Power(s) of Attorney
  •   Health Care Directive(s)
  •   Transfer of your California Home(s) into Trust
  •   Certification of Trust
  •   Guardianship Nomination
           
Additional services:
If additional services are needed, prices for such services will be quoted prior to work. Quotes will be based on attorney's usual hourly rate.

Money-back guarantee: 
If you feel that we did not live up to your expectations, we will refund to you any portion of the above price that you request in writing within 30 days of our completion of services.  You must, however, state your reason for dissatisfaction, so that we may serve future clients better.


Procedures:
           

1.  Please call (925) 362-4230 or (510) 697-8905 to make an estate planning appointment and consultation.

2.  At the appointment, you will discuss your estate planning wishes and needs with the attorney. At that time, the attorney will make recommendations and will indicate whether any "Additional Services," as discussed above, will be needed. 

3.  If you wish to hire us, you will sign a contract for services (required by law for attorney contracts over $1000).  If you do not wish to hire us, you will not be charged.

4.  We will begin work once you have paid the full quoted price as a deposit.  Your payment may be made by credit card or by personal check.

5.  We will send you a full draft of your estate planning documents in about 2 weeks, along with a list of any additional information needed from you.

6.  Once you have contacted us with your questions, comments, additional information, and requests for modifications, we will make final modifications to your documents.  
           
7.  We will provide a notary at no additional cost to you, at the signing appointment. After you have signed the documents, we will scan them for our files and give the originals to you in a three-ring binder.