$400 for Legal Assistance with a Trust and Wills at Volo Law ($1,000 Value)

Garden Alameda

$400
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In a Nutshell

Legal package includes wills for each spouse, revocable trust, and power of attorney designations

The Fine Print

Promotional value expires 90 days after purchase. Amount paid never expires. Limit 1 per person, may buy 1 additional as gift. Limit 1 per visit. Appointment required. 24-hr cancellation notice required. Additional filing fee for County recorder may apply. Expires 180 days after purchase. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.

The Deal

  • $400 for a trust and will package (a $1,000 value)

Designed to avoid the need for probate, this package contains the documents and legal advice to help couples plan for needs at the end of their lives and after their deaths. A 30- to 45-minute phone consultation with attorney Tony Bayard de Volo kicks off the process. Then he sends you off a simple “sign up data form” with cover letter that explains how trusts work. Fill out the form, send it back, and call to schedule the signing. Clients can call with questions or to discuss trust concerns with him personally any time. Documents are completed within 60 days of the initial consultation and all subsequent consultations take place face-to-face or over the phone, depending on convenience.

This package will ensure the following documents are created properly:

  • Revocable family living trust
  • Wills for each spouse
  • California medical directive and power of attorney for each spouse
  • Grant deeds for one or two properties, so that they may be placed in the trust (additional properties are $25 each) • Preliminary Change of Ownership form
  • Cover letter explaining how the trust works

County Recorder Filing Fees (about $30 a deed) and Notary Charges ($40-$80 for a typical married couple) are charged separately by those vendors.

This deal is valid for all California residents with estates that have a gross value of $2 million or less, regardless of location. For clients who can not meet to sign at the San Jose office, Attorney de Volo will send the completed Trust Book indicating where to sign and notarize.

Volo Law

Attorney Tony Bayard de Volo brings in-depth knowledge of tax law, large corporate law, and real-estate law to his San Jose practice. The Boston University School of Law graduate sidesteps traditional hourly billing in favor of flat fees or monthly retainers, which lets him and his clients give their full attention to the matters at hand.


Tips

  • “Good services”

  • “Great Service and was very quick to do. Stephanie Mosley”

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    Garden Alameda

    1541 The Alameda

    San Jose, CA 95126

    +14082885431

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15% Bonus Savings
Get an extra 15% off local restaurants, spas, salons, and more to use within 48 hours of your Goods order! See details
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