Package Comparison

The distinction between the two options that we offer is simple. The Living Trust Package is designed for families that (i) own real property or (ii) own other assets with a gross value of $100,000 or more. If you don't own any real estate or you think it is unlikely that you will have $100,000 or more in assets at your death, a will package may be sufficient for your needs. We cannot prepare documents for families with a net worth greater than $2,000,000.

The Living Trust Package is generally the better option because it is designed to help your heirs avoid a costly probate proceeding. The Living Trust Package for married couples also includes language that allows for future estate tax planning flexibility that we do not include in the Will Package.

CalDocs estate planning documents are not for everyone. Some individuals will require the personal attention of a California estate planning attorney. To find out if one of our estate planning solutions is right for you, click the "Get Started" button for the product you are interested in to quickly find out if you qualify.

	Living Trust Package	Will Package
Price	$299.95 - Married $199.95 - Single	$79.95 - Married $49.95 - Single
What's included	Declaration of Trust Certification of Trust Assignment to Trust Durable Power(s) of Attorney Advanced Health Care Directive(s) Last Will(s) and Testament(s) Directions to the Trustee for Funding and Administering Your Trust FREE Quitclaim Deed Forms	Last Will(s) and Testament(s) Durable Power(s) of Attorney Advanced Health Care Directive(s) Instructions for California Mobilehome Owners
Probate Avoidance for estates > $100k
Estate Tax Planning Flexibility for Married Couples
Keeps Your Affairs Private
Allows you to specify how your assets are distributed after death
Allows you to specify your health care wishes if you become incapacitated
Designed to avoid conservatorship upon incapacity
Email delivery of PDF File
Printing and 2-Day Shipping	Additional $12.95 charge	Additional $12.95 charge
Estate Planning Portfolio	Additional $59.95 charge	Additional $59.95 charge
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