The cost for an Individual Estate Plan is $2,200.00 and includes the following:
- Revocable Living Trust
- Certificate of Trust
- Last Will and Testament
- General Durable Power of Attorney
- Advance Health Care Directive-HIPAA
- Assignment of Personal Effects to Trust
- Comprehensive Transfer Document
- Trust Transfer Grant Deed & Prelim. Change of Ownership Report for Primary Residence
- Recording Service and Recording Fees
- Notary Service
- Witness Service
- Estate Planning
- Portfolio Binder
- Billfold Cards
- E-Docs: PDF’s emailed to you of all fully executed documents
- Retention of all fully executed documents by Estate Planning Legal Center, APC
Additional Properties owned (ie: rental properties)
Cost is $175.00 for Deed Preparation. The San Diego County Recorder’s Office will charge $100.00 for the recording of each property Deed that is not your primary residence.
Out of State Real Property Owned
Many times the cost is less to contact an attorney in the state where the real estate is located to prepare and record the Deed to your Trust (to avoid a probate of that property in the state where the property is located). That said, our office does prepare out-of-state Deeds and records them by mail. Cost will depend on state in which theproperty is located.
If you own one or more businesses, there is a $75.00 cost to add a Business Assignment to Trust for each business you own to your estate plan.
Getting Started and Workbook Download
Please download and complete the workbook as best as possible, in the event that you have any questions, please contact our office at (858) 560-0776 for assistance.
Once the workbook has been completed, please email it to: firstname.lastname@example.org – it will go directly to the desk of attorney Diane Haisha-DeForest’s attention. If you prefer, you can mail the workbook to our office, or drop it off in-person at:
5780 Chesapeake Ct., Suite 22, San Diego, CA 92123 (there is a mail slot in the door)
A Quickbooks invoice will be emailed to you for 50% of the cost, which is due prior to our law firm beginning work on your custom individual estate plan. This can be paid by credit card online.
The balance will be due at your document signing appointment, which will be scheduled for 2-3 weeks after your 50% payment is received and we have all of the necessary information to complete your estate plan.
If you would like a telephone or in-person appointment with attorney Diane HaishaDeForest, please complete the workbook, then call the office for an appointment: (858)- 560-0776, Diane will review your workbook with you and answer any questions or concerns you may have before our office begins any work on your estate plan.
We look forward to working with you!
Diane Haisha-DeForest, Esq., Sean DeForest, and Alix Haisha
Please call (858)- 560-0776 to get password for the access to the fillable online workbook