Estate Planning

"Protect your legacy and build generational wealth through proper planning and assets protection."

What is Estate Planning? 

Estate planning is the process of deciding who will get your property and how you would like it transferred after your death. It can also involve designating a guardian for young children or a representative to make financial and medical decisions for you if you become incapacitated.

Why Have an Estate Plan? 

The reason an estate plan is so important is that without it, your assets can wind up in probate court for years. This can put an unnecessary burden on your heirs and other family members who are left to deal with sorting out your finances. 

Who Needs an Estate Plan?

In California if your total assets (house, investments accounts, bank accounts, tangible personal items, business) are over $184,500 and you don't have a trust your assets must go through probate. 

What’s the difference between a will and a living trust?

A will is a legal document that becomes effective upon your death and details how you want your property distributed. All property left in a will must go through probate court. A living trust, on the other hand, is in effect while you’re still living; you transfer property into the trust, yet you still have control of the trust and can make changes or additions. Property distributed via a living trust is generally not subject to probate.

Why Have a Trust?  A trust will prevent your assets  from going through probate and may provide tax benefits to your beneficiaries. 

Estate Planning Services



Advance Health Care Directive (Fee $120.00)​   

A way to say what healthcare treatments you would like to have or refuse, should you be in a position where you are seriously ill or injured and unable to make or communicate decisions about your care and treatment.

California Durable (Statutory) Power of Attorney (Fee $120.00)

A Durable Power of Attorney remains in force even after the principal later becomes mentally incapacitated and ends automatically when the principal dies or is revoked by notifying your Attorney-in-fact in writing.

California Limited Power of Attorney (Fee $120.00)

Is a legal form that confers a person's authority (or “power”) regarding real estate and personal property to an agent for a specific period of time and/or event. ​

General Power of Attorney (Fee $120.00)

Is the most comprehensive type of power of attorney available. A general power of attorney allows you to appoint someone as your attorney-in-fact. Your attorney-in-fact will have all of the rights and powers that you have yourself.

Single: Simple Will Package  (Fee $300)

  • Specify who receives your belongings and assets after your death
  • Nominate a guardian to care for and raise your minor children after your death
  • Identify a personal representative to manage the distribution of your assets after your death
  • Uniform Statutory Form Power of Attorney
  • Advanced Health Care Directive
  • Includes required notarization of documents

Joint: Simple Will Package (Fee $500.00)

  • Specify who receives your belongings and assets after your death
  • Nominate a guardian to care for and raise your minor children after your death
  • Identify a personal representative to manage the distribution of your assets after your death
  • Uniform Statutory Form Power of Attorney
  • Advanced Health Care Directive
  • Includes required notarization of documents

Single: Revocable Trust Package (Fee $550.00)

You keep full control over the property and have the right to use and spend that property as if it had never been put into the trust.

  • Revocable Trust
  • Durable Power of Attorney 
  • Advance Health Care Directive
  • Trust Certification
  • Pour- Over Will ( your Pour- over Will, the property will be distributed according to the terms of your trust)
  • Includes required notarization of documents 

Joint: Revocable Trust Package  (Fee 700.00)

You keep full control over the property and have the right to use and spend that property as if it had never been put into the trust.

  • Revocable Trust
  • Durable Power of Attorney (one for each spouse)
  • Advance Health Care Directive (one for each spouse)
  • Trust Certification
  • Pour- Over Will ( your Pour-over Will, the property will be distributed according to the terms of your trust)
  • ​Includes required notarization of documents ​​



NOTE: The fees above do not include filing and recording

    

Additional Document Services 

  • Quitclaim Deed
  • Transfer on Death Deed 
  • Wills and Estate Planning Documents (notarization) 

Disclaimer: Fuller Notary and Legal Document Assistant is not a attorney, we only provide self-help services at your specific direction.