LIVING TRUST
ESTATE PLAN
LIMITED TIME OFFER
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LIVING TRUST ESTATE PLAN
$1795 OR $1995 (IF MARRIED)
ATTORNEY ADVICE & CHANGES
FOR ONE YEAR
Customized & Comprehensive
We all have an estate, no matter our net worth. An estate is the sum of our assets (bank accounts, real-estate, etc.) and responsibilities (kids, business interests, etc.). Our Will or Trust Estate Plans can help you avoid probate, minimize taxes and protect your loved ones upon your death or incapacity.
Your Estate Plan will include:
Living Trust
One Trust Transfer Deed
Pour-Over Will(s)
Durable Power(s) of Attorney
Advance Health Care Directive(s)
HIPAA Authorization Form(s)
Nomination of Guardians for Minor Children
Certificate Of Trust
Trust Overview
Trustee’s Affidavit
Personal Property Memorandum(s)
Memorial Instructions
Funding Instructions
Printed and Mailed Estate Plan Binder
| Single Estate Plan | $1795.00 |
| Married (Joint) Estate Plan | $1995.00 |
| First CA or NV Trust Transfer Deed | Included |
| Additional Trust Transfer Deeds | $300 (CA or NV) $400+ (Other States) |
| Membership Plan (Plan Changes, Attorney Advice, Digital Locker and 15% Future Services Discount) | First Year Free ($450 Value) ($9.95 per month thereafter) |
| In-Office Representation | $750.00 |
| Additional Separate Property Trust | $895.00 |
We’ve conducted a sampling of fees for Will and Trust Estate Plans and can assure you that our fees are much lower than other firms. Our services include UNLIMITED attorney time, and are on a flat fee basis. There will be no surprises.
Personalized Planning, Made Simple
We employ a holistic, yet practical approach to design the right plan that fits your unique needs:
1. FREE telephone meeting with our law firm.
2. Work with our law firm over phone and email to gather information and design your plan.3.
3. We draft your Estate Plan, and mail it to you in about 2-4 weeks.
4. You sign and notarize everything.
5. We provide simple instructions and guidance so you can move your assets into your Revocable Living Trust.
Why Our Law Firm vs. Other Services?
Vaksman Khalfin, PC is a law firm consisting of affordable attorneys who have devoted their career to wealth transfer and preservation through proactive planning, including all aspects of wills, trusts, tax planning, and asset protection. Our firm consists of experienced attorneys who have graduated from the top law and business schools in the country, including the #1 ranked NYU Tax Law program.
By taking the time to understand your needs, we will help secure the best quality of life today, the highest standard of care tomorrow and the greatest benefits for your loved ones in the future.
John R.
Alla K.
Danielle B.
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