MT. DIABLO TRUST
Serving Northern California Since 1994
Fees
SINGLE PERSON TRUST: $695.00
Basic trust package includes:
• Living Trust
• Declaration of Trust
• Certificate of Trust
• Assignment of Personal Property
• Power of Attorney for Healthcare
• Power of Attorney for Finances
• Pour Over Will
• Declaration of Guardian (if children)
• HIPAA Authorization
• Final Disposition
• Property transfers $165.00+
• Notarized signatures included. Approx. value - $120
MARITAL TRUST FOR COUPLES: $795.00
Basic trust package includes:
• Living Trust
• Declaration of Trust
• Certificate of Trust
• Assignments of Personal Property
• Pour Over Wills
• Powers of Attorney for Healthcare
• Powers of Attorney for Finances
• Declarations of Guardian (if children)
• HIPAA Authorizations
• Final Dispositions
• Property transfers $165.00+
• Notarized signatures included. Approx. Value $240.00
OTHER CLIENT SERVICES:
• Affidavit of Death: $165.00
• Financial Power of Attorney: $125.00
• Healthcare Power of Attorney: $125.00
• In office Notary service: $15.00
• Business Filings (LLC / Corp) $750.00
• Promissory Notes: $150.00
• Deeds of Reconveyance: $150.00
• Deeds of Trust: $150.00
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