Affordable Estate Planning in California backed by a top-notch Law Firm
Secure your estate with our Ready-Made Plans from the comfort of your home, and add in direct support from our expert Attorneys anytime you need.
With comprehensive trust based plans starting at $599, there’s never been a better way to get a high quality estate plan in place.
Expert Attorney Crafted
Our Ready-Made Plans are personally crafted and maintained by the attorneys at Jenkins & Jenkins, Estate Planning Attorneys.
You don't have to DIY to access our Ready-Made Plans. With multiple Attorney Support levels of service, we're here to help you get it done on your terms.
Upgrade your level of service anytime without losing your investment, including up to a customized full service plan with Jenkins & Jenkins, Estate Planning Attorneys.
With guidance videos every step of the way, the ability to stop and come back to your plan anytime, and expert attorney support available, our Ready-Made plans make this as easy as possible.
Ready-Made Plans are high quality estate plans produced by Estate Lock, an automated software developed and maintained by the attorneys at Jenkins & Jenkins, Estate Planning Attorneys. Our attorneys understand that not everyone is able to hire an Estate Planning Lawyer directly to complete their plan, and when things are simple there ought to be an easy way to get a high quality plan in place. Enter, Ready-Made Plans via Estate Lock, the best way to get your plan in place and Secure Your Estate!
Trust Based Plans
Everything in Wills Based Plans +
Will Based Plans
Everything in Powers +
Make Gifts of Estate
Make wishes known
Powers of Attorney
Our simplest of solutions:
Name Financial Agent
Name Medical Agent
Express Medical Wishes
Optional Add-On Services to Ready-Made Plans
Transfer of Property into Trust $300 / deed
Attorney drafted Trust Transfer Deeds to transfer your real property into your newly formed Trust. We'll research your existing title, prepare a trust transfer deed, and record the deed at the County Recorder on your behalf (County Recording fees included in cost).
Attorney Review of Estate Plan $300
An expert Attorney at Jenkins & Jenkins, Estate Planning Attorneys will review your Ready-Made Plan for obvious errors and record an in-depth video review of your estate plan and how the parts and pieces work together based on your selections. Watch the video at your convenience to learn about your plan and save it to refresh your memory later. Limited Attorney Client relationship formed.
Premium Service $1,000
Our Premium Service option essentially turns your Ready-Made Plan into a full service estate plan through Jenkins & Jenkins, Estate Planning Attorneys, so long as your wishes are simple. Begin with the same video review as the Attorney Review option, but from there have a follow up virtual meeting with your attorney to discuss any questions or needed updates and get advice based upon your unique circumstances. Once final documents are ready we'll send a mobile notary to you to sign/notarize your plan and we'll scan a digital backup for you for safekeeping. Full Attorney Client relationship formed.
Frequently Ask Questions
You’ve got the questions, we’ve got the answers! Don’t see an answer to your question here? Reach out to us anytime at Support@JJLawCA.com
- Powers of Attorney Plans:
- Advance Health Care Directive
- HIPAA Release
- Financial Power of Attorney
- Will Based Plans:
- Everything in Powers of Attorney +
- Last Will and Testament
- Minor Child Guardianship Nominations
- Trust Based Plans:
- Everything in Will Based and Powers of Attorney Plans +
- Living Trust (aka Revocable Trust, Family Trust, etc.)
- Personal Property Gift List
- Schedule of Assets
- Certification of Trust
- Pet Guardianship
- Signing & Funding Guides
Optional Deed services also available to place property into name of trust on your behalf.
No! Unlike many DIY solutions on the market, our plans are not one size fits all, fill in the blank, templates. We’ve built a state of the art document automation solution that uses conditional logic to custom formulate your plan based on your entries. More than just a search and replace type feature, this allows for dynamic conditions to be added, removed, or adjusted within your plan to best suit how you answer along the way. And these aren’t just built by “an attorney” without a name – this was tediously created and is still maintained by Michael and Caroline Jenkins of Jenkins & Jenkins, Estate Planning Attorneys. They’re also the attorneys you’ll get help from if you choose an attorney review option, which makes this software solution one of the most unique in the marketplace!
One of the best parts of the software based plans we offer is you can upgrade your level of service anytime and will only pay the difference, your original investment is never lost. If you start start a ready-made plan and end up needing more attorney support than you originally thought, just send an email to firstname.lastname@example.org and ask to upgrade your plan. You can upgrade all the way up to a full service traditional plan as well, so if you need more detail and contingencies in your plan that require custom drafting, you can always enlist the help of the attorneys at Jenkins & Jenkins in a traditional fashion, without losing any of your money spent on a software based plan.
We’ve made things as simple as possible, so many clients will complete the questionnaire in 20 minutes or less, but you’re not required to complete things in one go. At the bottom of the questionnaire there will be a link for you to send your questionnaire to your email to pick it up later. Come back anytime and pick up where you left off.
We’ve recorded guidance videos covering almost every screen you’ll see in the questionnaire, and those videos are embedded within the screen they discuss, so just hit play and let us walk you through it. If you still have questions there will be a link at the bottom of the page where you can ask any questions and we’d be happy to assist.
We offer deed preparation and recording services that may be added to any level of service, and this is done directly through our law firm to ensure this important step gets done correctly. We will search property records to find your most recent deed, prepare a trust transfer deed, and record the deed with the County Recorder on your behalf. Transfers between family members prior to transfer into a trust may be added as well. Title search, deed preparation, and County Recording Fees are included in the cost.
Ready-Made Plans will be printed, flagged for signature, and shipped to you in a customized portfolio within 1-2 business days (plus mail transit time).
Attorney Reviews of plans are typically sent out in 1-3 business days, though this may vary by a day or two depending on volume.
Premium Review plans will have similar timelines as above, but the added variable of however much time you need to review your plan and prepare for your attorney meeting. This is entirely your pace, set a meeting the same week or take as much time as you need to think things through.
Payment isn’t made until the very end of the software, so you can check everything out without needing to pay anything up front.
Life happens, and your planning should be flexible to accommodate changes that do come up. With our software based plans, changes could not be an easier. Simply email email@example.com to let us know you need to make updates and we’ll send you a private link to make your updates online. Amendments are included for 1 year for any software based plan, and we’ll soon be offering a client care program where you can store your documents, make updates anytime you need, and stay up to date on the laws affecting your plan anytime! (expected summer of 2023)
We take several steps to make sure your information is secure, the first of which is to not have you include sensitive information (you will not be asked for your social security number or financial account numbers, as an example). This information can easily be handled outside of the software directly on your physical documents, so there is no reason to risk including it within any software.
All of the data you transmit is encrypted in transit and at-rest using industry best practices, including Transport Layer Security (TLS). Your data is encrypted at rest with AES-256 encryption in AWS data centers stored in the USA only. AWS data centers are managed in accordance with SOC 1-3, PCI DSS Level 1 and ISO 9001/ISO 270001. Our payment processing vendors are also PCI compliant.
If you’re new to Estate Planning and need to learn the basics, check out our Free Course – Estate Planning in California to learn everything you need to know. You can also download our Free E-Book: 10 Essential Steps to Securing Your Family Legacy.
Stop kicking it down the road...
We get it, Estate Planning isn’t exactly the most fun thing in the world. Trust us, we’ve made this process as easy as it can be for you. Remember, you can always come back to the plan you started and pick it up later and you have absolutely no obligation, so for once and all let’s get this done!