Living Trust & Estate Plan

Comprehensive Estate Planning with Revocable Living Trust

A comprehensive estate-planning experience designed to protect your family, preserve your wishes, and provide clarity for the people who matter most.

From initial planning and document preparation through attorney review, private legal consultation, execution guidance, and trust-funding guidance, Herencias Patrimoniales coordinates each stage of your estate-planning process.

Available for individuals, married couples, and domestic partners.

What Your Estate Plan Includes

Revocable Living Trust Establishes the primary framework for managing your assets during your lifetime and directing their distribution after your death.

Pour-Over Will Provides instructions for assets that may remain outside your trust and includes guardian designations when applicable.

Certification of Trust Provides a simplified certification of your trust for use with banks, financial institutions, and other third parties when appropriate.

General Property Transfer Helps coordinate the transfer of eligible personal property interests into your trust.

Durable Financial Power of Attorney Authorizes the person you select to manage financial matters on your behalf when needed.

Advance Health Care Directive & Health Care Power of Attorney Documents your health-care wishes and identifies the person authorized to make medical decisions on your behalf.

HIPAA Authorization Authorizes designated individuals to access protected medical information when needed.

Community Property Agreement — When Applicable Included for married couples in community-property states when appropriate.

State-Licensed Attorney Review & Private Consultation

Your estate-planning experience does not end when your documents are prepared.

Where available, your completed estate plan receives a state-specific review by a licensed attorney, providing an additional level of professional legal review before your plan is finalized.

State-Specific Attorney Review An attorney licensed in your state reviews your completed estate-planning documents in the context of the information provided.

Written Attorney Review Letter You receive the attorney’s written summary of the review and statement regarding the plan being in good order based on the information provided.

Private 30-Minute Attorney Video Consultation Meet privately with the attorney by Zoom for up to 30 minutes to discuss your estate plan, ask legal questions, and receive legal guidance directly from the attorney.

Guided by Herencias Patrimoniales

Estate planning is more than preparing documents. Herencias Patrimoniales guides and coordinates the process so you can understand your plan, make informed decisions, and take the appropriate steps to implement it.

Your comprehensive planning experience includes:

✓ Initial Estate-Planning Consultation

✓ Guided Information & Asset-Gathering Process

✓ Estate-Plan Preparation & Coordination

✓ Completed Plan Review

✓ Attorney Review & Private Consultation

✓ Signing & Execution Guidance

✓ Trust-Funding Guidance

✓ Complimentary Annual Estate-Plan Review

Funding Your Living Trust

Creating your trust is only the beginning. Certain assets may need to be properly titled, assigned, or coordinated with your trust for your estate plan to operate as intended.

We help you understand the next steps for funding your trust, including considerations involving real estate, financial accounts, business interests, beneficiary designations, and other eligible assets.

Real-estate deed preparation and recording, business-interest assignments, mobile notary services, and other transactional services are available separately when needed.

Individual & Joint Plans

The $2,995 planning fee applies to an individual estate plan or a joint estate plan for a married couple or domestic partnership.

Married couples who choose to establish two separate individual trusts require two separate estate plans.

Your Estate Plan Should Be More Than a Set of Documents.

Create the plan. Understand it. Fund it. Keep it current.

Herencias Patrimoniales provides a guided, comprehensive estate-planning experience designed to help you move forward with clarity and confidence.

Included in your plan

State-specific review by a state-licensed attorney, a written attorney review letter, a private 30-minute attorney consultation, the Herencias Patrimoniales Estate Plan Portfolio / Trust Book, digital documents, execution and trust-funding guidance, and a complimentary annual Herencias Patrimoniales Estate Plan Review are included. Attorney review is available in participating states; appointments are subject to availability.

Services purchased separately

Deed transfers, business-interest assignments, Mobile Notary Service ($550) and 3-Business-Day Expedited Service ($350) are not included in the $2,995 standalone plan.

Explore the $4,000 Comprehensive Estate & Legacy Plan →