Christine Mohar, ESQ
Trust Document Package
Since each client will have individual and sometimes unique needs, Trust Packages can be tailored for that individual client. A typical Trust Document Package for a married couple will include the evaluation and assessment for the overall Estate Plan, and Drafting and Executing the following Trust Documents.
- The Trust Agreement
- A Certification of Trust
- Pour over Wills
- Power of Attorneys for both medical care and financial affairs for each spouse
- Nomination of Guardian for any minor children
- A Quitclaim deed to fund the Trust with the residence property
Fees for other Services
Single person's trust starts at $1,200
Marital trust starts at $1,700
Fees for other services such as Trust Amendments are billed at an hourly rate of $275.
The California Probate Code determines fees for Probate proceedings.
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Begin planning today!