Estate planning and trusts Sonoma County
Process Serving | Child Custody & Parent Visitation | Restraining Orders | Divorce & Family Law | Bankruptcy | Tax Services | Estate Planning & Trusts | Probate | Unlawful Detainer | Name Change | Expungement
Estate planning and trusts Sonoma County
Process Serving | Child Custody & Parent Visitation | Restraining Orders | Divorce & Family Law | Bankruptcy | Tax Services | Estate Planning & Trusts | Probate | Unlawful Detainer | Name Change
Estate planning is about control, clarity, and protecting your family from unnecessary court involvement. When documents are missing, outdated, or improperly prepared, families are often forced into probate, delays, and disputes that could have been avoided.
We provide professional legal document preparation for estate planning and trust matters in Sonoma County. Our focus is on properly structured trusts, correct trust funding, and clear instructions so your plan works when it is needed.
Base Pricing
Stand-Alone Family Trust (Single-Family Home): $750
This is our base estate planning service and our most popular option. It is designed for homeowners with one single-family residence in Sonoma County who want to avoid probate and clearly document how their home passes to their family.
Estate Planning & Trust Pricing Details
What the Base Price Includes
- Revocable Living Trust document preparation
- Trust structured for one primary residence
- Guidance on funding the home into the trust
- Signing and notarization instructions
Additional Properties
$500 per additional property
Applies when more than one home or real property is being transferred into the trust. Each additional property requires additional drafting and funding guidance.
Optional Add-On — Pour-Over Will & End-of-Life Planning
$500
- Pour-Over Will
- End-of-life planning documents
- DNR (Do Not Resuscitate) protocol guidance
- Burial, funeral, or cremation instructions for your family
Trust Amendments & Advanced Provisions
Additional fees apply
Some trusts require more advanced drafting, including:
- Specific or conditional beneficiary distributions
- Age-based or delayed inheritance for minors or grandchildren
- Percentage-based allocations
- Staged or time-based distributions
Why We Recommend a Consultation
Estate planning is personal and often more complex than it appears. Rather than forcing clients into rigid packages, we begin with a consultation to understand your goals and recommend the structure that best protects your interests.
We answer your questions, explain your options clearly, and take care of all document preparation once a plan is decided.
How the Process Works
- You complete a structured intake questionnaire
- Your documents are prepared based on your goals
- You receive signing and notarization instructions
- You are guided through trust funding and next steps
Our Services
Process Serving | Child Custody & Visitation | Restraining Orders | Divorce & Family Law | Bankruptcy | Tax Services | Estate Planning & Trusts | Probate | Unlawful Detainer (Evictions) | Name Change | Expungement
Sonoma County Paralegal provides professional legal document preparation and procedural support for self-represented clients. We are not attorneys and do not provide legal advice or court representation.