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  • Gilman Estate Planning - Intake Form

    If you would prefer not to complete the form you can answer questions by calling Brett Gilman at 530-343-4318.
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  • General Information

    Client's Spouse
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  • Assets

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  • Distribution

    Upon your passing, how do you want your estate distributed?
  • People In Charge

  • Miscellaneous

  • Categories: All
    All
    Full Package
    A La Carte
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    Full Package
    Full Estate Plan (Married Couple or Domestic Partners) - $1,500.00 Full Estate Plan includes Revocable Trust, Will, Durable Power of Attorney, Advanced Health Care Directive, Deed for California Real Property (1), Certificate of Trust, Declaration of Trust Ownership of Personal Property, Comprehensive Transfer Document
    $ 750.00
       
    Full Estate Plan (Single Person) - $1,000.00 Full Estate Plan includes Revocable Trust, Will, Durable Power of Attorney, Advanced Health Care Directive, California Real Property Deed (1), Certificate of Trust, Declaration of Trust Ownership of Personal Property, Comprehensive Transfer Document
    $ 500.00
       
    A La Carte
    Revocable Trust - $600.00
    $ 300.00
       
    Will - $200.00
    $ 100.00
       
    Durable Power of Attorney - $200.00
    $ 100.00
       
    Advanced Health Care Directive - $200.00
    $ 100.00
       
    Deed for California Real Property - $200.00
    $ 100.00
       
    Certificate of Trust - $200.00
    $ 100.00
       
    Declaration of Trust Ownership of Personal Property - $200.00
    $ 100.00
       
    Comprehensive Transfer Document - $200.00
    $ 100.00
       
    Total
    $ 0.00
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