Pricing

Flat fees, quoted upfront. No surprises.

All of my services and prices on one page. Compared to California attorneys offering the same documents, my pricing typically runs 50–70% less — without any compromise on document quality or accuracy.

Living Trust Packages
PackageWhat's includedPrice
Individual Living Trust Bundle Revocable living trust, pour-over will, durable power of attorney, advance health care directive, HIPAA authorization, certification of trust, plus up to 2 deeds to fund the trust. Includes notary at signing. $950
Joint (Married) Living Trust Bundle Same as above, prepared for married couples, with all required deeds to fund the trust. $1,350
Trust Amendment Update an existing revocable living trust (change a beneficiary, successor trustee, healthcare agent, or specific bequest). $200
Individual Estate Documents
DocumentWhat it doesPrice
Will A standalone will. Names beneficiaries, an executor, and (if relevant) a guardian for minor children. $125
Advance Health Care Directive Names a healthcare agent and documents your medical and end-of-life wishes if you can't communicate them yourself. $150
Durable Power of Attorney Names someone to handle your financial affairs if you become incapacitated. $150
Deeds & Property Transfers
Deed typeWhen you'd use itPrice
Grant Deed Transferring ownership of property between parties. $250
Quitclaim Deed Transferring property between family members, into a trust, or where the grantor isn't warranting the title. $250
Interspousal Transfer Deed Transferring property between spouses, often after marriage or divorce. $250
Transfer-on-Death (TOD) Deed Designates who receives real property when you pass — without a trust or probate. $250
Trust Transfer Deed Moving property into or out of a revocable living trust. $250
Affidavit of Death Removes a deceased co-owner from title without going through probate. Common after the death of a spouse who held title jointly. $250
Lot Line Adjustment Deed For boundary changes between adjacent parcels. $350
Easement Deed Granting or releasing a limited right to use a portion of land (utility lines, shared driveways, access easements). $350
Lot Merger Deed Combining two or more adjacent parcels into a single legal lot. $350

All deed prices include document preparation, the required PCOR (Preliminary Change of Ownership Report), and notarization at my Stockton office.

Recording fees are paid separately to the county. Typical San Joaquin County rates: $30 for owner-occupied transfers, $100 for non-owner-occupied transfers, $100 Deed of Trust, $200 Reconveyance. Other counties charge their own rates.

Faster recording via Simplifile eRecording: I'm approved for Simplifile eRecording, which lets me submit deeds electronically to most California counties — often recording within days instead of weeks. Learn more →

Private Lending Documents
DocumentWhat it doesPrice
Promissory Note The legally binding loan agreement spelling out the amount, interest rate, payment schedule, and default provisions. $150
Deed of Trust Secures the loan against the borrower's real property. Recorded with the County Recorder. $150
Reconveyance Formally releases the lien on the property once the loan is paid in full. Recorded with the County Recorder. $150

How does this compare to an attorney?

California attorneys typically charge significantly more for the same documents. A few common comparisons:

The document quality is identical — both an LDA-prepared trust and an attorney-prepared trust are equally valid under California law. The price difference reflects what an attorney's hourly rate has to cover (advisory liability, bar dues, malpractice insurance, firm overhead) that an LDA doesn't carry. Read the full LDA vs. attorney comparison →

What if I need something not listed?

Ask. If it's a Legal Document Assistant matter, I can quote you a flat fee before any work starts. If it's something I don't handle (or that genuinely needs an attorney), I'll tell you that — and refer you to an attorney I trust.

Ready to get started?

The initial consultation is free. Phone, email, or in-person — whichever works best.

Get in Touch