Estate Planning

Your Estate Planning Package Includes the Following:

  1. Living Trust naming persons in charge of making decisions for the trust, specific personal property distributions and beneficiary(ies)
  2. Pour-Over Will designating your wishes for your personal property and guardians for minor children.
  3. Health Care Directive detailing your wishes for your healthcare if you are unable to make decisions for yourself.
  4. Real Property Transfer Deed transferring property into the name of the Living Trust.  (*Notary and Recording Fees extra).
Estate Planning PackagePrice 
Includes:
Living Trust
– Pour-Over Will 
– Health Care Directive
– Transfer Deed

$1200
Amendment to Living Trust/ Revocation of Living Trust$300
**Notary and Recording Fees Extra
**San Diego Legal and Real Estate Services does not provide legal advice and can only provide services at your specific direction.

Family Law

We offer two types of document-only divorces for those who do not need mediation services. 

Summary Dissolution

You are eligible for a summary dissolution (divorce) if you have been married for fewer than five (5) years and meet the following criteria:​

  • Neither person intends to contest the divorce. 
  • You do not have children together born before or during the marriage, including by adoption; and the wife, to her knowledge, is not pregnant as of the date the action is filed.
  • Neither of you owns real estate or has a lease lasting more than 1 year.
  • You do not have unpaid debts of more than $6,000 (excluding car loans).
  • Your marital assets do not exceed $45,000 (excluding cars).
  • Neither person has separate assets worth more than $45,000.
  • Neither person is seeking spousal support.

Summary dissolutions cost a flat fee of $1,000 with a filing, postage, and misc. fee of $500.

Document Only Divorce

A “Document Only Divorce” is a divorce that does not require the assistance of a mediator for any unresolved issues. This option is right for you if you meet the following criteria:

  • Neither person intends to contest the divorce. 
  • You may have children, but already have a co-parenting plan in place. 
  • You may have a range of assets but agree as to how you want them allocated..
  • Neither person is seeking spousal support.

Document Only Divorces cost a flat fee of $2,000 with a filing, postage, and misc. fee of $500. 

ServicesCost
Short-Term Marriage/Domestic Partnership
(Summary Dissolution)
(no children or real property)
$1000
Divorce/Legal Separation – No Children
(includes written agreement)
$1500
Divorce/Legal Separation – With Children
(includes written agreement)
$2000
Mediation ServicesCall for price
*Court filing fees not included
**Notary and Recording Fees Extra
**San Diego Legal and Real Estate Services does not provide legal advice and can only provide services at your specific direction.

Mobile Notary Public Services

We’ll come to you! This convenient mobile service is perfect for those with busy schedules in need of Notary Services who want to save time with an affordable solution.

ServicesPrice
Notary Acknowledgment/Jurat (per signature)$15
Travel within Carlsbad or Oceanside$30
Travel outside Carlsbad/ Oceansidecall for price
Mortgage Loan Signing$100-200
**San Diego Legal and Real Estate Services does not provide legal advice and can only provide services at your specific direction.
Our Mobile Services Include:
  • Acknowledgement /Jurats
  • Warranty Deed
  • Quit Claim Deed
  • All Trust Signings (Living, etc)
  • Depositions
  • DMV Car Title Buy/Sell 
  • Contracts
  • Witness 
  • Protest of negotiable instrument
  • Loan Signings
  • Power of Attorney
  • Health Directives
  • Investment Documents
  • Parental Consent to Travel Affidavit
  • International Adoptions
  • Taking a verification upon oath or affirmation
  • Taking an acknowledgment administering an oath or affirmation
  • Certification of Copies
  • Certifying or attesting a copy
  • Witnessing or attesting a signature
  • Corporate/Business Documents
  • International Commerce
  • Construction Documents & Permits
  • Certifying that an event has occurred or been performed

Real Estate

Lori Shannon has been a real estate consultant handling both commercial and residential transactions in California and other states.  Because of her legal background, Lori is especially vigilant with a great attention to detail.  Lori will be happy to assist you with your real estate needs whether buying or selling.  Even if you just want to find out what your home may be worth, give us a call.  Don’t depend on those consumer MLS sites that often have incorrect or dated information.

Berkshire Hathaway HomeServices California Properties 01317331

BRE: 01413691


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