We strongly encourage that you either attend an in-person Living Trust Presentation or watch a recording of our Living Trust Presentation prior to completing the intake form and scheduling an appointment with the Attorney. This is recommended but not required.
In-Person Living Trust Presentation
We will be hosting live Living Trust Presentations at our office in Claremont, CA, as follows:
Saturday, April 26, 2025
10:00 AM: English
12:00 PM: Spanish
A ticket is required to attend the in-person Living Trust Presentation. To obtain your ticket, click here.
Recorded Living Trust Presentation
The recording of the Living Trust Presentation can be found on our Facebook, Instagram, and YouTube pages, in both English and Spanish.
Request an intake form by submitting the form below, or call the office. We can email you a link to complete the intake form online or a fillable PDF. If you prefer an intake form to be mailed to you, please call the office.
In order to schedule an appointment with the Attorney, you will need to complete certain sections of the intake form. An appointment will not be scheduled until you submit the intake form with the required sections completed.
Request an Intake Form
If you do not receive the intake form within 24 business hours, please confirm that the email is not in your spam folder or call the office for assistance.
Once you have completed the required sections of the intake form, you can schedule an appointment with the Attorney. The appointment can take place in-person, zoom, or over the telephone.
During this meeting, the Attorney will go over the intake form with you, any questions that you may have, and discuss various estate planning options to meet your needs.
The fee for this meeting is $350 and this is credited towards the cost of your Estate Plan, so long as you sign the retainer agreement within one (1) month of meeting with the Attorney.
The Lepe Law Firm only extends one (1) initial consultation per legal issue. In order to speak with the Attorney after your initial consultation, you will need to retain the Attorney. Therefore, we recommend that you do not schedule your consultation until you are ready to proceed with your Estate Plan.
After the meeting with the Attorney, you can decide to retain our office at that time or contact our office at a later time.
You will only receive credit for the consultation if you retain our firm within one (1) month of the initial consultation. As a reminder, the Attorney does not extend follow-up consultations. In order to speak with the Attorney after the initial consultation, you will need to retain our office.
Half of the total cost of your Estate Plan is required at the time of the signing of the Retainer Agreement – pricing is listed below.
Your Trust Signing Appointment is scheduled once you sign the Retainer Agreement and make payment. We normally book Trust Signing Appointments 3-6 weeks from when the retainer agreement is signed.
The Trust Signing Meeting takes place at our office in Claremont, CA. The Attorney’s schedule does not permit her to travel to you. Virtual trust signing appointments are available, but additional fees will apply.
You will meet with the Attorney to go over all the Estate Planning Documents prepared for you. One of our notaries will notarize all the documents. The duration of the meeting is as follows:
Single Person: 1 – 1.5 hours
Married Couple: 2 – 2.5 hours
Trust Signing Appointments are only booked on the below listed days and times. We do not schedule trust signings at any other times besides those listed below – no exceptions.
Monday: 2:30 pm
Tuesday: 10:00 am & 2:30 pm
Wednesday: 10:00 am & 2:30 pm
Thursday: 10:00 am & 2:30 pm
Friday: 10:00 am
We mail the deed(s) to be recorded transferring ownership into your Trust. You will be responsible for your financial accounts – don’t worry, we will provide instructions.
Your Estate Plan is complete!
Original Documents given in Estate Planning Binder:
Living Trust Agreement
Certificate of Trust
Trustee’s Affidavit
Pour-Over Will
Durable Power of Attorney
Advanced Health Care Directive
HIPAA Authorization
Living Will
Assignment of Personal Property
Confirmation of Names & Fiduciaries
Funding Instructions
Personal Property Memorandum
Funeral Services Memorandum
Deed for Primary Residence*
Preliminary Change of Ownership for Primary Residence*
Services Included:
Initial Consultation with Attorney Georgina Lepe to discuss Estate Plan (~1 hour)
Telephone call with Attorney Georgina Lepe (up to 20 minutes)
Trust Signing Meeting with Attorney Georgina Lepe to sign & notarize documents (up to 1 hour 30 minutes)
Recording of Deed for Primary Residence (and payment of recording fees)
Assistance with County Assessor Forms received for the properties transferred into the Trust.
Electronic Copy of all Estate Planning Documents
Lifetime access to portfolio of videos Attorney Georgina Lepe has prepared exclusively for her estate planning clients. The link is below (password required).
Living Trust Funding Checklist.
Fee: $2,100.00
The consultation fee paid within one (1) month prior to the retainer agreement being signed is credited towards the total cost of your Estate Plan.
*The fee for each additional real property is $475. This includes obtaining the deed, preparation of the deed and preliminary change of ownership, notarization, mailing deed to recorder’s office, and recording fees. The fee for additional documents for the primary residence is $375, such as an affidavit of death of joint tenant.
The fee for a business assignment of interest is $200.
An additional fee applies for completing stock certificates.
You will be billed at the Attorney’s hourly rate if additional meetings/calls are requested or if your Trust signing appointment exceeds the time allotted.
Original Documents given in Estate Planning Binder:
Living Trust Agreement
Certificate of Trust
Trustee’s Affidavit
Pour-Over Will – 2 sets
Durable Power of Attorney– 2 sets
Advanced Health Care Directive – 2 sets
HIPAA Authorization – 2 sets
Living Will – 2 sets
Assignment of Personal Property – 2 sets
Confirmation of Names & Fiduciaries
Funding Instructions
Personal Property Memorandum – 2 sets
Funeral Services Memorandum – 2 sets
Deed for Primary Residence*
Preliminary Change of Ownership for Primary Residence*
Services Included:
Initial Consultation with Attorney Georgina Lepe to discuss Estate Plan (~1 hour)
Telephone call with Attorney Georgina Lepe (up to 30 minutes)
Trust Signing Meeting with Attorney Georgina Lepe to sign & notarize documents (up to 2 hours 30 minutes)
Recording of Deed for Primary Residence (and payment of recording fees)
Assistance with County Assessor Forms received for the properties transferred into the Trust.
Electronic Copy of all Estate Planning Documents
Lifetime access to portfolio of videos Attorney Georgina Lepe has prepared exclusively for her estate planning clients. The link is below (password required).
Living Trust Funding Checklist.
Fee: $3,100.00
The consultation fee paid within one (1) month prior to the retainer agreement being signed is credited towards the total cost of your Estate Plan.
*The fee for each additional real property is $475. This includes obtaining the deed, preparation of the deed and preliminary change of ownership, notarization, mailing deed to recorder’s office, and recording fees. The fee for additional documents for the primary residence is $375, such as an affidavit of death of joint tenant.
The fee for a business assignment of interest is $200.
An additional fee applies for completing stock certificates.
You will be billed at the Attorney’s hourly rate if additional meetings/calls are requested or if your Trust signing appointment exceeds the time allotted.
