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Comprehensive Estate Plan

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The Comprehensive Estate Plan includes a private one-on-one session with a licensed estate planning attorney who will guide you through every step of the process. During your session, the attorney will help identify your key priorities, take inventory of your assets, and prepare custom legal documents based on your goals.

Once your plan is ready, the attorney will walk you through the signing process and ensure everything is properly executed. This package includes Property Transfer to Trust services and covers all notary fees—giving you a complete, worry-free experience from start to finish.

Included Documents/Services:

▪️Comprehensive Probate avoidance Living Trust

▪️Pour-over Will

▪️Advance Health Care Directive

▪️Durable Power-of-Attorney

▪️Guardianship Appointment

▪️Instructions on how to fund your trust

▪️Property Transfer to Trust

▪️All Notary Fees

Please book your appointment directly with our preferred partners, Legacy Protection Firm, PC - https://yourlegacyprotectionfirm.com/contact-us/

DISCLAIMER

Querida Legal™ is not a law firm and does not provide legal advice or representation. We specialize exclusively in preparing high-quality estate planning documents for individuals seeking to organize their personal affairs. Our services are limited to document preparation and do not substitute for legal counsel. For legal advice, interpretation of the law, or representation in any legal matter, we strongly recommend consulting with a licensed attorney in your state.

Contact Us

Phone: (650) 517-3066

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