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Choose your pricing plan
An Hour of Our Time
300$Not sure what you need...come chat with us.Level 1: Family Plan
750$Individual Plan- Will
- Advance Health Care Directive
- Power of Attorney for Finances
- HIPAA Waivers
- Child Protection Plan
Level 1: Family Plan
1,250$Married Couple- Wills
- Advance Health Care Directives
- Powers of Attorney for Finances
- HIPAA Waivers
- Child Protection Plan
Level 2: Wealth Plan
2,000$Individual- Will
- Advance Health Care Directive
- Power of Attorney for Finances
- HIPAA Waivers
- Child Protection Plan
- Revocable Trust
- General Assignment to Trust
- Certification of Trust
Level 2: Wealth Plan
3,000$Married Couple- Wills
- Advance Health Care Directives
- Powers of Attorney for Finances
- HIPAA Waivers
- Child Protection Plan
- Revocable Trust
- General Assignment to Trust
- Certification of Trust
Level 3: Prosperity
3,500$Individual- Will
- Advance Health Care Directive
- Power of Attorney for Finances
- HIPAA Waiver
- Child Protection Plan
- Revocable Trust
- General Assignment to Trust
- Certification of Trust
- Asset Transfers - deeds, IRAs, checking accounts, etc.
Level 3: Prosperity
4,500$Married Couple- Wills
- Advance Health Care Directives
- HIPAA Waivers
- Child Protection Plan
- Revocable Trust
- General Assignment to Trust
- Certification of Trust
- Asset Transfers: deeds, IRAs, checking accounts, etc.
Will
500$- A stand alone Will for an individual
Power of Attorney
350$- Power of Attorney for an individual
- for finances
Advance Health Care
350$- Advance Health Care Directive
- for an individual
Child Protection
600$- Child Protection Plan
- Nomination of Guardian of Person
- Nomination of Guardian of Estate
- Confidential Memo re Guardians Not Approved by Parents
Trust Transfer Deed
500$- Transfers your real property into your Trust
- Preliminary Change of Ownership Report
- Transfer Tax Affidavit
Review Existing Plan
500$Will, AHCD, POA- Review of your existing estate plan that includes a
- will, advance health care directive, and power of attorney
Review Estate Plan
650$- Review of your estate plan that includes
- will, advance health care directive, power of attorney,
- and trust
Review Estate Plan
900$Plan and Asset Review- Review of your complete estate plan and asset structure
- Includes will, advance health care directive, power of
- attorney, trust and assets to ensure they are properly
- designated
Corporation: Level 1
1,500$Basic Plan- Articles of Incorporation
- Statement of Information
- Employer Identification Number
- Bylaws
- Minutes
- Issue stock; register stock
- Shareholders' Agreement
- Buy/Sell Agreement
- S corp election
- Investment Representations Letter
- Stock Transfer Ledger
- Corporate Seal
- Corporate Book
Corporation: Level 2
2,250$Enhanced Plan- Articles of Incorporation
- Statement of Information
- Employer Identification Number
- Bylaws
- Minutes
- S corp election
- Stock issue and registration
- Shareholders' Agreement
- Buy/Sell Agreement
- Fictitious Business Name Statement
- Investment Representations Letter
- Stock Transfer Ledger
- Corporate Seal
- Corporate Book
- Fictitious Business Name Statement (if necessary)
- Transmit documents to bank to open checking account
- Communicate with CPA to ensure correct tax returns
- Two additional hours of attorney time to assist with EDD
- number, Seller's Permit, business license and other
- business essential
Corporate Minutes
500$Corporation or LLC Minutes- Update your existing LLC or corporation's minutes to comply
- with California Corporations Code requirements.
Issue Corp. Stock
500$- Issue and register stock for your existing corporation
- to comply with the California Corporations Code
Business Name
600$- Obtain fictitious business name statement
- for your DBA business
- includes the cost of filing fee and publishing fee
Level 1: LLC
1,500$Basic Plan - LLC Formation- Articles of Organization
- Operating/Membership Agreement
- Minutes
- Statement of Information
- Employer Identification Number
- Investment Representations Letter
- Membership Transfer Ledger
- LLC Seal
- LLC Book
Level 2: LLC
2,250$Enhanced Plan- Articles of Organization
- Statement of Information
- Operating/Membership Agreement
- Employer Identification Agreement
- Investment Representations Letter
- Membership Interest Ledger
- Issue membership interests
- LLC Seal
- LLC Book
- Minutes
- Fictitious Business Name Statement (if necessary)
- Transfer documents to bank to open checking account
- Communicate with CPA to ensure correct tax returns
- Two hours of additional attorney time to facilitate
- obtaining EDD number; Seller's Permit; business license;
- and other business organizational essentials
Employer ID Number
350$- Obtain Employer Identification Number (EIN) from the IRS
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