Is Estate Planning Only for the "Wealthy"?

A common misconception is that only the very "Wealthy" need to worry about estate planning and only they can benefit from a Living Trust....This is not true!

Ellie Tipton Ortiz is a certified paralegal and a bonded and certified legal document assistant. She can help you set up your estate plan and transfer your real estate into a Living Trust. This will allow your loved ones to avoid the expensive and stress filled probate process.

A good financial planner can help you grow your wealth. See below for Ellie's two recommendations:

Notary Public - $10

Divorce - $500-$1,000

Corporation - $500

Credit Repair - $500

Power of Attorney - $250

Immigration - $500

Child Custody Modification - $500-$750

Living Trust - $500 (See below for complete estate plan)

Complete Estate Plan - $750 Single or $1,000 Married Couple

* Prices above do not include filing fees, consultation fees, mediation fees, trips to the court, etc. These prices vary based on the individual situation. Please call for more details.

Ellie has worked personally with the following Financial Advisers and highly recommends them:

Susan Green

Morgan Stanley Smith Barney

[email protected]

949-365-5321

Gene Bowan

Zuk Financial Group (very experienced with CalPERS & CalSTRS)

[email protected]

949-472-5068