Choose a package for a full set of coordinated documents, or choose individual documents if you only need one item.
Sample page from the delivered PDF. Intentionally partially blurred so you can evaluate layout and length before purchase.
MYCAESTATEPLAN Essentials
$199
A basic estate-planning package for adults who want core incapacity and will documents in place.
Last Will and Testament — a standalone California will that names beneficiaries, an executor, and (if you have minor children) guardians. This is a real will, not a pour-over will, because the Essentials package is designed for people who are not using a Living Trust.
Durable Power of Attorney - lets someone handle financial matters if you cannot.
HIPAA Authorization - lets chosen people receive protected medical information.
Advance Health Care Directive - combines health care decision-maker designation and end-of-life preferences.
Best for straightforward adults and families who do not need a trust-based plan.
Intake opens after purchase.
Sample page from the delivered PDF. Partially blurred; purchase unlocks the full set.
MYCAESTATEPLAN Solo
$699
A concise California probate-avoidance trust package for one person with straightforward goals.
Individual Revocable Living Trust (with Schedule A asset list built in)
Certification of Trust — the short notarized summary banks and title companies accept under Probate Code §18100.5, so you never hand them your full trust.
Pour-Over Will — a will designed to work with your Living Trust. It “pours” any assets you did not retitle into the trust at death so everything ends up under one set of dispositive rules. It is included because you are buying a trust; it is not sold separately.
Durable Power of Attorney
Advance Health Care Directive
HIPAA Authorization
Assignment of Personal Property
Funding Instructions — plain-English steps for retitling bank and brokerage accounts and updating beneficiary forms, so your trust actually gets funded.
One California Deed (with PCOR / BOE-502-A) included for trust funding
Best for one person who wants a simple trust and coordinated supporting documents.
Intake opens after purchase.
Sample page from the delivered PDF. Partially blurred; purchase unlocks the full set.
MYCAESTATEPLAN Family Trust
$999
A simple shared California trust package for couples who want coordinated documents and a probate-avoidance plan.
Joint Revocable Living Trust (with Schedule A asset list built in)
Certification of Trust — the short notarized summary banks and title companies accept under Probate Code §18100.5.
Community Property Agreement — confirms community-property status so both halves of the family home and accounts get a full step-up in tax basis at the first death.
Two Pour-Over Wills — one for each spouse, designed to work with your Joint Trust. Each pours any unretitled assets into the trust at death. These are included with the Family Trust package; Pour-Over Wills are not sold separately.
Two Durable Powers of Attorney
Two Advance Health Care Directives
Two HIPAA Authorizations
Assignment of Personal Property
Funding Instructions — plain-English steps for retitling bank and brokerage accounts and updating beneficiary forms, so your trust actually gets funded.
One California Deed (with PCOR / BOE-502-A) included for trust funding
Best for happily married couples with shared goals and straightforward planning needs.
Intake opens after purchase.
Standalone Documents
Last Will and Testament
$149
Use this if you want to name beneficiaries, an executor, and guardians for minor children without a trust. This is a standalone California will, not a pour-over will. Pour-over wills are only included with the Solo Trust and Family Trust packages.
Durable Power of Attorney
$79
Lets someone you trust handle legal and financial matters if you cannot act for yourself.
HIPAA Authorization
$49
Allows the people you choose to receive protected medical information.
Advance Health Care Directive
$79
Combines health care decision-maker designation and end-of-life preferences in one California-statutory form (Probate Code § 4600 et seq.).
Why one document, not two? California's statutory Advance Health Care Directive replaces the older separate “Healthcare Power of Attorney” and “Living Will” forms. One signed AHCD appoints your health-care agent and records your end-of-life preferences in a single instrument that hospitals and physicians are trained to accept. Together with your HIPAA Authorization, these two documents form a complete health-care decision-making package.
California Deed
$199
Transfers title to your real property, including into a Living Trust when appropriate.
What you get:
One completed California Grant Deed, pre-filled with your grantor, grantee, property address, APN, and legal description (leave APN or legal description blank if you do not have them yet — copy them from your current deed before signing).
A pre-filled official county PCOR (BOE-502-A) when your county is supported. If an official fillable form is not available for that county, the packet includes a pre-filled PCOR worksheet you can copy onto the county form.
A signing and recording instruction page that tells you where to sign, what the notary needs, and how to submit the deed at your County Recorder.
What you do next: Sign the deed in front of a California notary public. Sign and date the last page of the PCOR (no notary required for the PCOR). Submit the notarized deed together with the PCOR at your County Recorder’s office — submitting the PCOR with the deed avoids the non-PCOR filing penalty.
Additional California Deed
$199
Use this if your trust package needs an extra deed beyond the one included.
All sales are final. No refunds under any circumstances. We are an email-only, online-only self-service platform. Documents are delivered digitally and cannot be recalled, returned, or revised. Review the No-Refund Policy before purchasing.
