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Choose your pricing plan

  • An Hour of Our Time

    300$
    Not sure what you need...come chat with us.
     

    • Level 1: Family Plan

      750$
      Individual Plan
       
      • Will
      • Advance Health Care Directive
      • Power of Attorney for Finances
      • HIPAA Waivers
      • Child Protection Plan

    • Level 1: Family Plan

      1,250$
      Married Couple
       
      • Wills
      • Advance Health Care Directives
      • Powers of Attorney for Finances
      • HIPAA Waivers
      • Child Protection Plan

    • Level 2: Wealth Plan

      2,000$
      Individual
       
      • Will
      • Advance Health Care Directive
      • Power of Attorney for Finances
      • HIPAA Waivers
      • Child Protection Plan
      • Revocable Trust
      • General Assignment to Trust
      • Certification of Trust

    • Level 2: Wealth Plan

      3,000$
      Married Couple
       
      • Wills
      • Advance Health Care Directives
      • Powers of Attorney for Finances
      • HIPAA Waivers
      • Child Protection Plan
      • Revocable Trust
      • General Assignment to Trust
      • Certification of Trust

    • Level 3: Prosperity

      3,500$
      Individual
       
      • Will
      • Advance Health Care Directive
      • Power of Attorney for Finances
      • HIPAA Waiver
      • Child Protection Plan
      • Revocable Trust
      • General Assignment to Trust
      • Certification of Trust
      • Asset Transfers - deeds, IRAs, checking accounts, etc.

    • Level 3: Prosperity

      4,500$
      Married Couple
       
      • Wills
      • Advance Health Care Directives
      • HIPAA Waivers
      • Child Protection Plan
      • Revocable Trust
      • General Assignment to Trust
      • Certification of Trust
      • Asset Transfers: deeds, IRAs, checking accounts, etc.

    • Will

      500$
       
      • A stand alone Will for an individual

    • Power of Attorney

      350$
       
      • Power of Attorney for an individual
      • for finances

    • Advance Health Care

      350$
       
      • Advance Health Care Directive
      • for an individual

    • Child Protection

      600$
       
      • Child Protection Plan
      • Nomination of Guardian of Person
      • Nomination of Guardian of Estate
      • Confidential Memo re Guardians Not Approved by Parents

    • Trust Transfer Deed

      500$
       
      • Transfers your real property into your Trust
      • Preliminary Change of Ownership Report
      • Transfer Tax Affidavit

    • Review Existing Plan

      500$
      Will, AHCD, POA
       
      • Review of your existing estate plan that includes a
      • will, advance health care directive, and power of attorney

    • Review Estate Plan

      650$
       
      • Review of your estate plan that includes
      • will, advance health care directive, power of attorney,
      • and trust

    • Review Estate Plan

      900$
      Plan and Asset Review
       
      • Review of your complete estate plan and asset structure
      • Includes will, advance health care directive, power of
      • attorney, trust and assets to ensure they are properly
      • designated

    • Corporation: Level 1

      1,500$
      Basic Plan
       
      • Articles of Incorporation
      • Statement of Information
      • Employer Identification Number
      • Bylaws
      • Minutes
      • Issue stock; register stock
      • Shareholders' Agreement
      • Buy/Sell Agreement
      • S corp election
      • Investment Representations Letter
      • Stock Transfer Ledger
      • Corporate Seal
      • Corporate Book

    • Corporation: Level 2

      2,250$
      Enhanced Plan
       
      • Articles of Incorporation
      • Statement of Information
      • Employer Identification Number
      • Bylaws
      • Minutes
      • S corp election
      • Stock issue and registration
      • Shareholders' Agreement
      • Buy/Sell Agreement
      • Fictitious Business Name Statement
      • Investment Representations Letter
      • Stock Transfer Ledger
      • Corporate Seal
      • Corporate Book
      • Fictitious Business Name Statement (if necessary)
      • Transmit documents to bank to open checking account
      • Communicate with CPA to ensure correct tax returns
      • Two additional hours of attorney time to assist with EDD
      • number, Seller's Permit, business license and other
      • business essential

    • Corporate Minutes

      500$
      Corporation or LLC Minutes
       
      • Update your existing LLC or corporation's minutes to comply
      • with California Corporations Code requirements.

    • Issue Corp. Stock

      500$
       
      • Issue and register stock for your existing corporation
      • to comply with the California Corporations Code

    • Business Name

      600$
       
      • Obtain fictitious business name statement
      • for your DBA business
      • includes the cost of filing fee and publishing fee

    • Level 1: LLC

      1,500$
      Basic Plan - LLC Formation
       
      • Articles of Organization
      • Operating/Membership Agreement
      • Minutes
      • Statement of Information
      • Employer Identification Number
      • Investment Representations Letter
      • Membership Transfer Ledger
      • LLC Seal
      • LLC Book

    • Level 2: LLC

      2,250$
      Enhanced Plan
       
      • Articles of Organization
      • Statement of Information
      • Operating/Membership Agreement
      • Employer Identification Agreement
      • Investment Representations Letter
      • Membership Interest Ledger
      • Issue membership interests
      • LLC Seal
      • LLC Book
      • Minutes
      • Fictitious Business Name Statement (if necessary)
      • Transfer documents to bank to open checking account
      • Communicate with CPA to ensure correct tax returns
      • Two hours of additional attorney time to facilitate
      • obtaining EDD number; Seller's Permit; business license;
      • and other business organizational essentials

    • Employer ID Number

      350$
       
      • Obtain Employer Identification Number (EIN) from the IRS
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