Kiplinger magazine has a quiz to test your knowledge of what makes money savings sense and what doesn’t. Such questions as whether it is cost effective to join a warehouse club, change your oil every 3000 miles, and invest in “load” mutual funds. Question 4 asks whether it is worth it to hire a lawyer to prepare your will or trust. The answer is “yes”. Kiplinger says it makes sense to pay a competent lawyer a reasonable fee to prepare a will or a trust. In the long run, it is cheaper than a costly legal battle later.
At Scott C. Soady, A Professional Corporation, we offer a complete revocable trust package for a reasonable flat fee. If you mention that you located our office through the internet, you also get a 25% discount. The documents you will receive with your trust package are a revocable living trust, pour over will,durable power of attorney for assets, advance health care directive, certificate of trust, assigments of personal property, and deeds recording your San Diego property. Our experiened estate planning lawyers will meet with you and advise you of the various types of trusts provisions that may be incorporated into your estate plan and help you make decisions on the choice of a trustee, guardian for your minor children, how to give to charities, and what assets to title in the name of your trust.