Peace of Mind For Yourself & Loved Ones

ESTATE PLANNING CONSULT: 

1. Full comprehensive discussion of your estate

2. Estate Plan... Outline of Legal Options: I will make sure you have what you need and most importantly make sure you do not pay for what you do not need

 * After Consultation, Client is given Credit to be used towards any Package *

THE "EVERYONE FOR EVERYDAY NECESSARY" PACKAGE: 

1. Last Will and Testament

2. Designation of Trustees over assets left to Minors under a Last Will and Testament

3. Designation of Guardians over Minors

4. Power of Attorney

5. Advance Healthcare Directive

THE "I JUST NEED A TRUST" PACKAGE:

1. Living Trust

2. Pour Over Will

3. Designation of Guardians over Minors under Pour Over Will

4. Power of Attorney

5. Advance Healthcare Directive

6. Estate Planning Consult

THE "I NEED A TRUST THAT IS PROPERLY FUNDED" PACKAGE:

1. Consult Regarding Transfer of Title into Trust

2. Consult Regarding Preparation of Schedule A

3. Legal Consult in Setting up a Trust Account through your Financial Institution

4. Living Trust

5. Pour Over Will

6. Designation of Guardians over Minors under Pour Over Will

7. Power of Attorney

8. Advance Healthcare Directive

9. Estate Planning Consult

THE "AHHH COMPLETE PEACE OF MIND” PACKAGE:

1. Future Amendment of Beneficiary and Executor Designations under Pour Over Will

2. Consult AND Transfer of Legal Title of your Real Property and Recordation with County Recorder's Office

3. Consult AND Preparation of Schedule A

4. Living Trust

5. Legal Consult in Setting up a Trust Account through your Financial Institution

6. Pour Over Will

7. Designation of Guardians over Minors under Pour Over Will

8. Power of Attorney

9. Advance Healthcare Directive

10. Estate Planning Consult

THE "I WANT MY TRUST TO REFLECT MY FUTURE STATUS" PACKAGE:

1. Future Transfer of an additional Real Property to be placed into the Trust

2. Future Amendment of Beneficiary and Trustee Designations under Living Trust

3. Future Amendment of Beneficiary and Executor Designations under Pour Over Will

4. Consult AND Transfer of Legal Title of your Real Property and Recordation with County Recorder's Office

5. Consult AND Preparation of Schedule A

6. Living Trust

7. Legal Consult in Setting up a Trust Account through your Financial Institution

8. Pour Over Will

9. Designation of Guardians over Minors under Pour Over Will

10. Power of Attorney

11. Advance Healthcare Directive

12. Estate Planning Consult

LOCATION

425 15th ST STE C, #3346
Manhattan Beach, CA 90266

☎ CONTACT

(310) 729-4812

KRC@CallKatForThat.com

Contact Us

Get in touch to set up a consultation, or use the contact form on this page to inquire whether our services are right for you.

Depending on the case, we offer an hourly rate or a flat rate. Our lawyers and paralegals keep detailed logs of the time they spend on your case. We count in ten minute increments and round down when in-between them. Work logs will be disclosed to all clients upon the closing of a case. We only work for as long as a case requires, so you’ll never be overbilled for unproductive time. 

Book A Consultation

Use the adjacent form to tell us about your legal inquiry, and we will call you back to schedule an appointment. Please include your full name and be as detailed as possible. Include what industry you need service for along with any specific document requests. To help us best serve your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment. Our general response time is one business day.

*Please do not include confidential or sensitive information in your message. In the event that we are representing a party with opposing interests to your own, we may have a duty to disclose any information you provide to our client.*