ORDER
To order and prepare your Living Trust Portfolio
by telephone, call (866) WILL-LAW toll free,
or (310) 319-9199. We will either be able
to provide the interview session with the
attorney at that time, or schedule a mutually
convenient time. The interview usually lasts
45 minutes to an hour. The process is not
difficult at all, and often results in a great
feeling of relief from knowing that everything
is now organized in one place, in proper legal
form, and with nothing to worry about any
longer.
You may also request your Living Trust Portfolio
online, by completing the information below.
We will then contact you by telephone to arrange
the interview, and prepare your portfolio.
The base fee for a Living Trust Portfolio
is $950.00. That includes all the documents
and provisions mentioned in these pages, plus
instructions and other information. Your consultations
and interview are always with the attorney.
If your main residence is outside of California,
we plan to use all our expertise, staff and
experience in helping you, as we do for our
California clients. We are very focused on
ethical issues, and cannot provide you with
specific legal advice during our consultation,
due to attorney licensing policies. However,
you will receive the same complete Living
Trust Portfolio that we always provide!
Preparation of deeds transferring up to two
pieces of real property into your Living Trust
is included. Additional deed preparation is
$40.00 per property.
To prepare the new deeds, we need to be able
to look at your old deed. If you cannot find
it, we can perform a search for you and get
a copy of the deed from the County Recorder’s
Office. It is usually $40.00 for this search.
Feel free to call if you have a question about
a deed.
If you know someone who can prepare your
deeds, just let us know. We will provide instructions
to assist them regarding your Living Trust.
Please call (866) WILL-LAW toll free, or
(310) 319-9199 to gain more information, schedule
an appointment, and prepare your portfolio,
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