Packages Documents and Fees

Packages Documents and Fees

Explore our revocable living trust packets and individual document preparation fees in Arcadia, California.

Trust Packet

Individual

$2,500

A revocable living trust packet for one person.

  • Revocable Living Trust
  • Pour-over Will
  • Certification of Trust
  • Power of Attorney for Financial Management
  • Advance Healthcare Directive
  • One Deed Recording

Notarization and recording fees are not included in the packet.

Get Started

Trust Packet

Married Couple

$3,250

One joint trust, with separate personal documents for each spouse as listed below.

  • Revocable Living Trust — one joint trust
  • Pour-over Will — one for each spouse
  • Certification of Trust
  • Power of Attorney for Financial Management — one for each spouse
  • Advance Healthcare Directive — one for each spouse
  • One Deed Recording

Notarization and recording fees are not included in the packet.

Get Started

Individual Document Preparation

Individual document preparation is also available. Fees marked 'from' are starting fees; fees marked 'typically' are estimates. Your written agreement confirms the requested documents and final fee.

Living Trusts

Revocable Living Trust — IndividualFrom $1,350
Revocable Living Trust — JointFrom $1,750
Trust AmendmentFrom $500
Trust RestatementFrom $1,350
Certification of Trust$300
Updated Certification of Trust$250

Property Documents

Trust Transfer Deed$300
Each Additional Deed$275
Business / LLC AssignmentFrom $300

Personal Documents

Pour-over Will$375
Power of Attorney for Financial Management$325
Advance Healthcare Directive$325
Nomination of Guardian$225
Supporting DocumentsTypically $175

Documents included in your selected packet are not charged again as individual items.

Recording, notarization, and other third-party fees are separate unless included in your written agreement.

How it works

Step 1

Share your request

Reach out by phone or email to describe the documents you need.

Step 2

Confirm scope

A written agreement confirms the documents, the fee, and the process before preparation begins.

Step 3

Provide instructions

You provide the choices and instructions needed to prepare your documents.

Step 4

Review & sign

Your prepared documents are ready for your review, signing, and use.

I am not an attorney. I can only provide self-help services at your specific direction. Andrew Aguirre, Legal Document Assistant. Registration #: 2023113603 — Los Angeles County. Expires May 15, 2027. 59 E Foothill Blvd., Suite 101, Arcadia, CA 91006. Phone: 213-563-5305.

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. Recording, notary, and other third-party fees are separate unless the written agreement states otherwise.

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