Choose the Right Protection
for Your Family
From a standalone will to a complete living trust package — every document is California-compliant, personally reviewed, and a fraction of what attorneys charge.
Power of Attorney Package
Protect Your Financial Future
Save $601 vs. traditional attorney
Essential financial protection documents that authorize a trusted person to manage your finances if you become incapacitated.
Documents Included:
- Durable Power of Attorney for Finances
- Agent Acceptance & Duties Guide
- Revocation Form (if you ever need to change agents)
What's Included:
- State-specific legal compliance
- Choice of General or Specific (Limited) POA
- Durability provision for incapacity protection
- Personal review by Carlos Milsap
- Detailed signing instructions
Last Will & Testament Package
Ensure Your Wishes Are Honored
Save $751 vs. traditional attorney
A legally binding will that clearly states how your assets should be distributed, who should care for minor children, and your final wishes.
Documents Included:
- Last Will & Testament
- Self-Proving Affidavit
- Executor Nomination & Duties Guide
- Guardianship Nomination (if applicable)
What's Included:
- State-specific legal compliance
- Asset distribution instructions
- Guardian designation for minor children
- Executor nomination with alternates
- Personal review by Carlos Milsap
- Detailed signing & witness instructions
Complete Living Trust Package
The Gold Standard in Estate Planning
Save $2500 vs. traditional attorney
Our most comprehensive package. A complete estate plan that avoids probate, protects your assets, and covers medical and financial emergencies — everything a homeowner needs.
Documents Included:
- Revocable Living Trust Declaration
- Pour-Over Will
- Certificate of Trust
- Assignment of Personal Property
- Trust Funding Instructions
- Advance Healthcare Directive
- Durable Power of Attorney for Finances
What's Included:
- Complete probate avoidance for all trust assets
- All 7 state-compliant legal documents
- Personalized leather trust binder
- Trust funding instructions for your assets
- Incapacity protection (financial & medical)
- Personal review by Carlos Milsap
- San Diego: binder delivery & notary coordination included
Compare Our Packages
See exactly what's covered in each package to make the right choice for your situation.
$199
$249
$500
Now Serving All 50 States
Same flat-fee pricing, no matter where you live. Documents customized to your state's laws.
Individual Services & Add-Ons
Already have a trust? Need a specific update or document? We offer individual services at affordable flat rates.
Trust Amendment
$150 – $200
Make specific changes to your existing trust without creating a new one. Ideal for updating beneficiaries, trustees, or asset distributions.
Trust Restatement
$300 – $350
Completely rewrite your trust while keeping the same trust name and date. Best when you have multiple amendments or major changes.
Individual Document
$99 – $149
Need just one document? Order a standalone will, power of attorney, healthcare directive, or certificate of trust.
Trust Funding Checklist
$99
A personalized guide to properly funding your trust — real estate, bank accounts, investments, and more.
Annual Trust Review
$75 – $100
Yearly check-up to ensure your trust still reflects your wishes and is up to date with current laws.
Notary Coordination
$50 add-on
We arrange a mobile notary to come to you for document signing. Available nationwide.
Contact us to discuss your specific needs — we'll recommend the right service for your situation.
Discuss Your Needs — Free ConsultationNot Sure Which Package You Need?
Book a free consultation with Carlos. He'll review your situation and recommend the right level of protection for your family.
60-Day Guarantee
100% satisfaction guarantee on every package
Fast Turnaround
Documents ready within a few business days
State Compliant
Documents customized to your state's laws