On-line Conference Payment

Attorney assisted estate documents – from the comfort of home or our office

These includes powers of attorneys, advanced directive, funding documents, beneficiary designations, living trust and pour over wills.  These can be purchased as a package or separately. Please fill out an Estate planning questionnaire and e-mail, telephone or fax it. 

Power of Attorney $250.00 Advance Directive $250.00 Living Trust and Will $750.00 Couple Powers of Attorney $300.00 Couple Advance Directive $300.00 Couple Living Trust and Will $1,000.00 Trust Deed with Property Tax $275.00 General Assignment of Assets $200.00 Beneficiary Designation – IRA $175.00 Beneficiary Designation – Life Insurance $175.00

Other Fixed-Price Services, Retainers & Fees:

Available on a case by case basis. Call 949-461-0028 for comprehensive trust funding or asset transfers details.

• read the will or trust to the heirs and beneficiaries

• determine who inherits property if there is no will

• file probate paperwork with the superior court

• inventory and appraise the property

• collect life insurance and other benefits

• transfer community property to a surviving spouse or domestic partner

• pay bills and taxes

• prepare an accounting

• distribute property left through trusts or to individual heirs

• get receipts from beneficiaries

• General Conservatorships.
• Financial elder abuse.
• Undue influence upon the formation of legal instruments (powers of attorney, wills, trusts, joint tenancy accounts & deeds).
• Fiduciary conflict of interests (attorneys-in-fact, caregivers, trustees).
• Preserving disputed bank accounts.
• Prudent investor issues regarding trustees and attorneys-in-fact.
• Tortious interference with inheritance (gifts, will & trust contests).
• Mediation of the above Trust & Estate Issues.

The costs imposed on the world by those selfish little entities are too great to ignore any longer. Vast amounts of taxable wealth, last estimated to exceed $12 trillion, are hidden in the protected banks of tax-haven principalities, with annual losses to the U.S. Treasury that may well be greater than $100 billion. But those same places appear to have provided a regulatory twilight zone where financiers like Joseph Cassano [credited with bringing down AIG] could run wild and ruin the rest of the world for profit. The urge to cheat on taxes and the desire to evade regulation represent the same destructive impulse, which governments around the world should now take steps to suppress.The costs imposed on the world by those selfish little entities are too great to ignore any longer. Vast amounts of taxable wealth, last estimated to exceed $12 trillion, are hidden in the protected banks of tax-haven principalities, with annual losses to the U.S. Treasury that may well be greater than $100 billion. But those same places appear to have provided a regulatory twilight zone where financiers like Joseph Cassano could run wild and ruin the rest of the world for profit. The urge to cheat on taxes and the desire to evade regulation represent the same destructive impulse, which governments around the world should now take steps to suppress.