Estate Planning Documents
We prepare and organize your estate planning documents based on your instructions and information, so your wishes are written down clearly and your paperwork is in order.
What’s included
- Wills
- Living trusts
- Powers of attorney
- Advance health care directives
- Grant deeds
Notarization required
Some of these documents need a notary
Living trusts are typically signed in front of a notary public, and a grant deed must be notarized before the county will record it. Powers of attorney and advance health care directives should also be signed in front of a notary.
- Bring a current, unexpired government-issued photo ID for every person signing
- Do not sign or date anything ahead of time
We will tell you which documents need a notary when we prepare them.
How it works
- 1
Consultation
Tell us what you need. We confirm which documents you are asking for, what information is required, and give you a clear price.
- 2
Preparation
We prepare and organize your documents carefully, based on your information and instructions.
- 3
Review & sign
You review everything before anything is final. We walk you through signing and any filing steps.
Estate planning document services start at $1,500. The final price depends on the type and number of documents and the information needed to prepare them. You will get a quote before any work begins.
We are not attorneys and do not provide legal advice or legal representation. If your situation needs legal advice, please consult a licensed attorney.
Request this service
Tell us what you need and upload any documents you already have. We will review them and contact you with next steps and a quote.
- We review every request and get back to you promptly
- No commitment until you approve the quote
- Prefer to talk first? Book a consultation or call (415) 424-0380
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Book a consultation and we will talk through what you need, give you a clear quote, and outline next steps.