Estate planning documents only

Estate planning documents, prepared with care.

Personal document preparation for your estate plan, guided by your instructions and a written scope of work.

Discuss document prep

Important information

California LDA disclosure

I am not an attorney. I can only provide self-help services at your specific direction. Andrew Aguirre is a Legal Document Assistant, 59 E Foothill Blvd., Suite 101, Arcadia, CA 91006. Phone: 213-563-5305. Registration No. 2023113603, Los Angeles County; registration expires May 15, 2027.

Privacy disclosure

When you call or email, Estate Plan Portfolio uses the information you provide to respond to your inquiry and, if you retain services, to provide the document-preparation services you request. Please do not send confidential or sensitive information in an initial email. For privacy questions, email andrew@estateplanportfolio.com.

Scope of services

Estate Plan Portfolio provides legal document assistant services only. We are not a law firm and do not provide legal advice, select forms for you, or represent you in court. Services are completed only from your specific instructions and under a written agreement.

Portfolio fees

Complete estate plan portfolios

Document preparation from your instructions, confirmed in a written agreement.

Individual portfolio

$2,500

A coordinated estate planning document portfolio prepared from your specific instructions.

Married couple portfolio

$3,250

One joint trust with the specified separate documents for each spouse.

Third-party recording, notary, and related fees are separate unless stated in the written agreement.

Estate planning services

Living trusts

Revocable living trusts, trust certifications, amendments, and restatements prepared from your specific instructions.

Wills & directives

Wills, durable powers of attorney, advance health care directives, and related documents prepared from your instructions.

Trust funding documents

Trust transfer deed preparation and related property documents completed at your specific direction.