Getting Started

Getting started is easy. Contact us toll free at (866) NO-PROBATE (866-667-7622), e-mail us at General@totaltrustplan.com or fill in our contact form. And if you need more information, we can schedule a free phone consultation.

But, if you would like to get started on your estate plan immediately, simply complete the Fact Finder form and send it back to our office along with the items listed below in “What Do I Need to Send In.”

Get Started Now!

What Do I Need to Send In?

To complete your plan, we will need you to gather the following items:

1. Any existing will, trust, powers of attorney;
2. Copies of any deeds to real property;
3. Copies of property tax bills to any real property;
4. A $200.00 deposit. Please make checks payable to "Law Offices of John E. Trommald."

If you do not have a copy of your deed, our office can do a title search for you for a nominal fee. If you cannot find any other document listed, our office can almost always complete your estate plan without it. By law, our office cannot disclose the information that you provide us to anybody.

Send your completed package to:

We wil contact you to confirm receipt of your documents.

Total Trust Plan Options?

For most services our legal fees are based on the following flat fee schedule:

• The Total Trust (sm) Plan includes:
• Two consultations with an attorney
• A living trust created around your specific needs
• Durable powers of attorney for health care (Living Will)
• Durable powers of attorney for property management
• One deed transfer
• Pour-over wills
• Long term care advice/consultation
• Memorandum of "funding" instructions and documents
• Free notary for in-office clients

Other Services:

• ABC Trust: $1545.00 (Base rate)
• Basic Will Estate Plan (includes Will, DPA for health & DPA for property):
• $500.00 for single person or $700.00 for married couple
• Durable Powers of Attorney (1 for Heatlhcare and 1 for Property):
• Single Person - $275.00
• Married Couple - $350.00
• Additional California Deeds: $125.00
• Additional out-of-state deeds: $225.00 ($300.00 for Hawaii)
• Affidavit of Death: $200.00
• Home visit by attorney: $250.00 or $300 per visit
• Family Limited Liability Company: $2750.00 (Base rate)
• Irrevocable Life Insurance Trust: $1750.00
• Special Needs Trust: $1750.00
• Qualified Personal Residence Trust: $1750.00 (2 Tax Calculations)
• Medi-Cal Asset Protection Trust (IDIT): $1750.00
• Charitable Remainder Trust: $2500.00 base
• Long Term Care and Medi-Cal Planning: Hourly rate
• Domestic Asset Protection Trust ("DAPT") $6,000 - $12,000 estimate. (fee varies depending on outside counsel and complexity)
• Probate/Trust Litigation $350/hour; $250/hour (associate), contingency fee possible
• Transactional work not listed above $300/hour

Total Trust Review

A Total Trust Review is a personal 35-point review of your current estate planning documents. You will receive in writing a comprehensive review of your current living trust plan.

Our law firm has reviewed hundreds of living trusts prepared by other attorneys and people calling themselves “estate planners.” The vast majority of these plans included faulty costly provisions and omitted other provisions that could have saved your estate thousands of dollars. We call these mistakes “money-traps.”

We have developed the 35-Point Review to zoom in on these “money-traps” that are hidden in other trust plans and that may be hidden in yours. The strengths and weaknesses of your current plan will be revealed.

Our 35-Point Review is only $200.00 and is fully credited toward the cost of a new Total Trust Plan, should you choose to replace your existing trust.