Answers that help you plan.

Answers for your next step

Which plan is right for me?

The $2,995 Living Trust & Estate Plan includes core documents, attorney review and consultation, Estate Plan Portfolio / Trust Book, digital documents, execution and trust-funding guidance, and complimentary annual review. The $4,000 Comprehensive Estate & Legacy Plan adds coordinated implementation: the first eligible deed transfer, first eligible business assignment, and one complimentary standard amendment within 36 months.

What costs extra?

Additional properties start at $595 each, with pricing dependent on jurisdiction and circumstances. Additional eligible business assignments are $350 per entity. Mobile Notary Service is optional at $550; 3-Business-Day Expedited Service is optional at $350. Neither is included in the Comprehensive package.

May I use my own notary?

Yes. You may select and engage your own qualified Notary Public.

What does the included amendment cover?

The Comprehensive package includes one standard amendment redeemable within 36 months of completion. Major restructuring, restatements, additional legal work, additional deeds or entities, and matters outside the standard amendment scope are excluded. Standalone Estate Plan Amendment & Update is also available for $395 per standard amendment. View eligibility and details →

Who provides legal advice?

Herencias Patrimoniales coordinates your estate-plan preparation and guided planning process. State-specific attorney review, a written review letter and a private 30-minute consultation are provided by a state-licensed attorney in participating states. Legal questions and advice are addressed directly with the attorney.

How long does the process take?

Allow approximately 13–15 business days for standard preparation, attorney review, coordination and shipping after submission of a completed plan. Extensive instructions may add time. Appointments, signing, trust funding and county recording have separate schedules. Expedited preparation depends on availability and receipt of all required information.

Can I speak with someone in Spanish?

Yes. Guidance is available in English and Spanish.

How do I get started?

Schedule a consultation → · info@herenciaspatrimoniales.com

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