If you are age 62 or older or retired military you will receive a $600 DISCOUNT from the regular trust complete package price.

 Thanking our senior citizens for their contribution to our country.

David A. Casey- Attorney

Estate Planning, Serving San Diego County

365 Broadway, Suite 203.  El Cajon, California

Telephone (619) 447-6780  - E-mail:  Familylaw1@aol.com

* Up to a one half hour office consultation with attorney to determine your Estate Planning and Living Trust needs.  This includes a review of your estate planning questionnaire and documents that you provide to my office.  The heart of your Estate Planning packet is a Living Trust.

* Living Trust (up to 20 pages in length) -   Specifies who will manage the Trust and the beneficiaries after the death of each person.

* Wills for each of you if you are married (up to 5 pages in length).   In case you left assets out of your will for some specific reason, they can pour over into the trust after your death. Sometimes people forget to include property in the trust after the trust has been completed.    A will acts as a vehicle to put the remaining assets into the trust to be managed.

* Durable Power of Attorney for each of you (if you are married.)  A durable power of attorney can be several pages for each of you.   This appoints someone, such as a spouse or a trusted relative, to act for you as a financial manager if you are unable to do so for some reason.   This could be a temporary or a long turn appointment.

* Community property agreement if it is deemed to be in your best interest.  This has a lot to do with tax basis of the property and potential capital gain responsibility to the IRS.

* Health Care Power of Attorney - Also known as Living Wills.   This  appoints someone to make a trusted decision in the event you are unable to do so.  This is a very important document since it gives the power  to direct  physicians to perform or withhold treatment.  This person is usually a spouse or a trusted relative or friend who knows what your wishes are regarding medical treatment. 

* Deed to transfer California real property into the Trust.  Additional  fees are charged when there is more than one real property.  

*Letters of Instruction to bankers, stock brokers, IRA custodians, pension plan administrators, life insurance companies.

A great package covering what you need.  Independent Notary Services are conveniently available for an additional fee.   

 ***Entire trust packages includes the items listed listed above ***

If you purchase the services separately, the total could be over $2,700.00.  By providing all the services at once, it saves time.  Since attorneys charge for their services by time, the savings are passed on to you.  So call today for your quote. 

The entire trust package can be prepared for anyone who is a resident in the state of California.  Most of the time, the services can be performed via the telephone, e-mail, fax or over night express mail.   You may not even have to come into the office if you have transportation problems,  ill or just can't arrange the time during office hours.  

**** Don't forget Seniors 62 or over get a $600.00 discount of the package price.

Other Trust services:

    -       Grandchild's trust.            

     -    Special Needs Trust.   This is a trust within your trust and is mainly used when the person is a physically or emotionally handicap child or adult who will be receiving the benefit from the trust and is also receiving state or federal assistance.  This help to allows the child to continue to receive benefits for both as long as possible.

     -    Basic Trust with pour over will.  

     -   Complex trusts with real property, a business, which will serve as the deed of the trustee.    

WILLS -  WITHOUT A TRUST

     -    Simple wills without a trust -  $100.00 with up to a twenty minute consultation and questionnaire to be filled out by client.   Complex wills with children from more than one relationship. ($75.00 for each additional child to be included or excluded from the will).  

TRAVEL  TIME  FOR  AN IN HOME CONSULTATION FOR WILL OR TRUST

    -      If necessary,  if attorney travels to an agreed upon location, there is an additional charge based on the time expended and mileage.  This must be paid in advance even if  a trust or will is not prepared.   Wills or trusts prepared  for someone who is in a hospital, rest home or requires an attorney, or a legal assistant  to make a personal visit to the location of the person making the will, an additional fee of  $350.00 is charged  for up to two visits.  If documents need to be notarized then those fees are charged by the notary and are paid separately. 

DVD TAPING OF INTERVIEW OF CLIENT WHEN IT IS ANTICIPATED THE WILL MAY BE CONTESTED.

    -      Other cases where there may be a need to video tape the interview,  there is a fee of $40 per twenty minutes of interview.   This includes the cost of the DVD.

PROBATE

    -     Probate.   There is NO fee for an initial consultation up to 45 minutes.  This is more than enough time to determine if there is a probate need.  If the deceased left a will, there is no charge for the review of the will within the time frame indicated.  Attorney fees are based on the amount that the State of California sets.  Client is only responsible to pay the initial filling fee as required by law.  The filling fees varies based on the gross amount of the value of the estate.

Serving the greater San Diego County.