Attorney-Based Will & Trust
Estate plan, prepared and reviewed with attorney consultation.
Work one-on-one with an estate planning attorney to build a will and trust tailored to your family, your assets, and your wishes. We ensure everything is safely stored for the people who'll need it.
Complete plan for $1,750 one-time
Working with one of our agents? You can note who referred you on the booking form.
What's Included
More than documents. A plan that holds up.
The attorney-based plan is the right fit when your estate needs a careful, professional hand.
Personalized attorney guidance. A licensed attorney builds your plan around your situation.
Wills, trusts & medical directives. Your full set of documents, prepared correctly.
Built for complex or blended families. Specific wishes, multiple beneficiaries, unique assets.
Funding & asset guidance. Help making sure your trust actually holds what it should.
Secure storage with access keys. Trustees and beneficiaries get their own secure login.
Found the moment it's needed. No rummaging through drawers. It's always there.
Is this the right path for you?
Choose the attorney-based plan if you have significant assets, real estate, a blended family, or specific wishes you want documented properly, including medical directives and how you want things handled.
Start with a free consultHow it works
Four simple steps from first call to a finished, protected plan.
Free 15-minute consult
FREEMeet with a paralegal who explains exactly what's included. No payment, no pressure.
Secure payment
Ready to move forward? Complete your $1,750 payment to begin.
30-minute working session
We collect your details and build your trust with you, step by step.
Completed & safely stored
Your plan is finalized and stored, with access keys for your trustees and beneficiaries.
Meet Your Consultant
Ariocha Salas
Financial Consultant & Capital Gains Tax Strategist
With more than 30 years in finance, Ariocha has built a career spanning wealth management, real estate strategy, and helping families make confident decisions about what they've worked a lifetime to build.
His focus is financial literacy and responsible planning. He makes sure clients across Silicon Valley understand every option before they sell, and step into retirement in a stronger position.
"The goal is simple: help you keep more of what you've earned."
Why Families Trust Us
One goal: your peace of mind.
Secure & Confidential
Your information is kept private and protected.
Legally Valid
Documents that meet your state's requirements.
Trusted by Families
Families across the South Bay plan with confidence.
Here to Help
Real support at every step of the process.
Get in touch
Let's protect what matters.
Questions about which plan is right for you? Reach out to us. We're local to Silicon Valley and meet by Zoom or in person.
Start with a free consult
A free 15-minute call with our paralegal to walk through your options. No payment, no pressure.
Schedule your free consult