Protect Your Family’s Future With Thoughtful Estate Planning

Estate planning is not about wealth.
It is about making sure the people you love are protected and your wishes are respected. Many people delay estate planning because they assume it is only necessary for wealthy families or people with large estates. In reality, estate planning simply means organizing your wishes, protecting the people you care about, and making important decisions before a crisis happens.

Bilingual Services

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  • Registered Legal Document Assistant — Los Angeles County
  • LDA Registration #2026000268
  • California Notary Public Commission
  • $25,000 Surety Bond for Client Protection
  • Bilingual Service — English and Spanish

HAVE YOU THOUGHT ABOUT THESE QUESTIONS?

If something unexpected happened tomorrow, who would manage your finances?
Would your family know how to access your bank accounts or financial records?
Do you have life insurance or retirement accounts that should pass according to your wishes?
Who would make medical decisions if you were unable to speak for yourself?
Do you want to decide who receives your property rather than leaving those decisions to the court?
Do you have children or loved ones who depend on you financially?
Have you delayed estate planning because you thought it was only for people with significant wealth?
If even one of these questions applies to your situation, estate planning may help ensure your wishes are respected and your loved ones are protected.

ESTATE PLANNING IS FOR EVERYDAY FAMILIES

You do not need extraordinary wealth to benefit from estate planning.

You simply need people, responsibilities, property, accounts, or benefits that matter to you.

Estate planning can help organize important matters such as:

Property and real estate
Bank accounts and savings
Life insurance policies
Retirement accounts
Healthcare decisions
The people who depend on you
Estate planning is available to individuals and families regardless of immigration status. The purpose of these documents is to organize your wishes and protect the people you care about.

COMPLETE TRUST PACKAGE

$1,100 + Notary Fees

This package provides the core documents commonly used to organize an estate plan.
Package Includes
• Revocable Living Trust — $700
• Pour-Over Will — $200
• Trust Funding Assistance — $200
• Certification of Trust (prepared as part of funding assistance)
• Letters to banks and insurance companies to assist with trust funding

Important Note
A Grant Deed or Quitclaim Deed is not automatically included in this package. It is prepared only when needed based on the client’s situation and is billed separately.
Optional Add-On
Grant Deed / Quitclaim Deed — $200 + notary fees

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Our Process

HOW THE PROCESS WORKS

01
Free 10-Minute Screening Call

We determine whether your needs fall within the scope of Legal Document Assistant services.

02
Consultation

We will review your situation and help prepare the documents you choose based on the information and direction you provide.

03
Document Preparation

Your documents are prepared based on the information you provide.

04
Review and Sign

You review your documents and complete signing and notarization where required.

05
Trust Funding Assistance

If your package includes funding assistance, we prepare the Certification of Trust and letters to banks or insurance companies to facilitate the transfer of assets.

CLEAR AND HONEST PRICING

We believe clients should understand pricing clearly before beginning the process.

Service Fees

Free 10-Minute Screening Call — No Charge
Consultation — $30/hour
Complete Trust Package — $1,100 + notary fees
Grant Deed / Quitclaim Deed — $200 + notary fees (when needed)

Additional Costs

Notary Fee — $15 per signature
Mobile Notary Travel Fee — $75 per visit
County recording fees — separate when applicable
IMPORTANT LEGAL DISCLOSURE: SOS Consulting provides legal document preparation services. We are not attorneys and cannot provide legal advice, legal opinions, or legal representation. We will review your situation and help prepare the documents you choose based on the information and direction you provide.

Services are provided in accordance with California Business & Professions Code Sections 6400–6415 governing Legal Document Assistants.

Registered Legal Document Assistant
Los Angeles County
LDA Registration #2026000268

TAKE THE FIRST STEP TOWARD PROTECTING YOUR FAMILY

Planning ahead can help reduce confusion, protect your loved ones, and make your wishes clear.
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