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MT. DIABLO TRUST

Serving Northern California Since 1994

 

 

 

Fees

 

SINGLE PERSON TRUST: $695.00

 

Basic trust package includes:

• Living Trust

• Declaration of Trust

• Certificate of Trust

• Assignment of Personal Property

• Power of Attorney for Healthcare

• Power of Attorney for Finances

• Pour Over Will

• Declaration of Guardian (if children)

• HIPAA Authorization

• Final Disposition

• Property transfers $165.00+

• Notarized signatures included. Approx. value - $120

 

 

 

 

MARITAL TRUST FOR COUPLES: $795.00

 

Basic trust package includes:

• Living Trust

• Declaration of Trust

• Certificate of Trust

• Assignments of Personal Property

• Pour Over Wills

• Powers of Attorney for Healthcare

• Powers of Attorney for Finances

• Declarations of Guardian (if children)

• HIPAA Authorizations

• Final Dispositions

• Property transfers $165.00+

• Notarized signatures included. Approx. Value $240.00

 

 

 

 

 

OTHER CLIENT SERVICES:

 

• Affidavit of Death: $165.00

• Financial Power of Attorney: $125.00

• Healthcare Power of Attorney: $125.00

• In office Notary service: $15.00

• Business Filings (LLC / Corp) $750.00

• Promissory Notes: $150.00

• Deeds of Reconveyance: $150.00

• Deeds of Trust: $150.00

 

 

 

It’s Just A Matter Of Time

916-671-4300

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