Protect Your Family

Conserve Assets

Maintain Privacy

Estate Planning

Most of us resist planning ahead for events that we prefer not to think about, such as death, incapacity, and catastrophic illness. But lack of advance planning can have devastating and expensive consequences for ourselves and our loved ones.

Your estate is composed of all your property, bank accounts, stocks & bonds, life insurance, retirement accounts, and personal property.

Estate planning is the creation of a plan for managing one's estate while alive and for distributing after death.

If you only have a Will, your estate will be settled in probate court. This procedure is expensive, time consuming, and a matter of public record.

Services Provided:

  • Complete Office/In-Home Service with Privacy and Convenience.
  • Personal, Individualized, & Customized Consultation
  • Consultation with an Estate Planning Attorney
  • Assisting Individuals & Families in Properly Structuring their Estates
  • Funding Forms Prepared for Bank, Retirement & Investment Accounts
  • Future Accessibility to the Estate Planning Attorneys
  • Schedule Consultation

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    Flat Rate Legal Services Offered

    Revocable Living Trusts

    $1,100-$1,500 Individuals/Couples
  • Revocable Living Trusts
  • Certificate of Revocable Living Trust
  • Community Property Agreement
  • Last Will and Testament
  • Financial Durable Power of Attorney
  • Advance Health Care Directive
  • HIPPA Privacy Document
  • Comprehensive Transfer Document
  • Statement of Intent to Return
  • Information for Survivors
  • Personal Property Assignment Forms
  • Estate Settlement Instructions
  • Quitclaim Deed(s)
  • Trust Reinstatements

    $1,100-$1,500 Individuals/Couples
  • Revocable Living Trusts
  • Certificate of Revocable Living Trust
  • Community Property Agreement
  • Last Will and Testament
  • Financial Durable Power of Attorney
  • Advance Health Care Directive
  • HIPPA Privacy Document
  • Comprehensive Transfer Document
  • Statement of Intent to Return
  • Information for Survivors
  • Personal Property Assignment Forms
  • Estate Settlement Instructions
  • Quitclaim Deed(s)
  • Will & POA Finance/Health

    $300-$500 Individuals/Couples
  • Will for Individuals or Couples
  • Financial Durable Power of Attorney
  • Advance Health Care Directive
  • HIPPA Privacy Document
  • Personal Property Assignment Forms
  • *$100 Package Discount for more than one POA or Will.

    Easy 4-Step Process

    Initial Contact

    Upon contacting us, an assessment of your specific Living Trust requirements are discussed. This is followed by the forwarding of the Introductory Materials for your review and completion.

    First Meeting

    Your Designations and List of Assets are reviewed and compiled. Office and In-Home appointments are available weekdays, weekends and evenings via In-Person, Phone or Video Conferencing.

    Trust Review

    Your Response Summary and Legal Documents are forwarded for your review and approval. All changes, questions, and clarifications are addressed and implemented at this time.

    Trust Delivery

    The Living Trust Documents & Deed(s) are signed, dated, & notarized. The funding of the Trust is explained & initiated. Office & In-Home appointments are available weekdays, weekends and evenings.
    Schedule Consultation

    Get Started Here

    Download Document

    Additional Trust Information

    Download Document

    Privacy Policy

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    Our Firm

    Frank S. Kallmeyer III

    Senior Advisor/Partner

    FrankK@PacificCoastTrust.com

    Lori N. Feldman

    Senior Advisor/Partner

    LoriF@PacificCoastTrust.com

    Jonathan C. Patel

    Sales Manager

    JonathanP@PacificCoastTrust.com

    Victor M. Becerra

    Advisor (Habla Espanol)

    VictorB@PacificCoastTrust.com