Gold Package

$2,300 - $4,300

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For the family with adult children, our Gold Package will keep your family out of court and out of conflict by creating a fully customized and tailored living trust specific to your family needs. Included in the plan is:

  • Unlimited consultation with your personal family lawyer
  • 2-hour family strategy meeting
  • Dedicated Client Services Director
  • Personal family trust portal and document storage
  • 1st Amendment is FREE*
  • FREE 3-year Checkup with your Personal Family Lawyer
  • VIP Referrals**
  • Living Trust
  • Pour Over Will
  • Health Care Directive
  • Power of Attorney
  • Funeral Instructions
  • Assignment of Personal Property
  • Certificates of Trust
  • One Deed Transfer + Recording
  • We provide you complete instruction on how to fund your trust with unlimited guidance from us.

*Your first amendment is free, but if you want to amend your trust to an “upgraded” trust, then you will pay only the added cost of the upgrade.

**Regnum Legacy is proudly part of the “ProVisors” Network and dedicates several hours each month meeting with the top lawyers, doctors, real estate agents, financial planners, CPAs and other professionals in Southern California. Regnum Legacy clients take advantage of our extensive network of referrals so that your personal Family Lawyer is your go-to resource for everything your family needs.

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Legacy Package

$3,000 - $5,000
Our Most Popular

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Designed for families with young children who want more assurance, and who want to pass on more than just their money, our Legacy Package offers the following:

  • EVERYTHING IN THE GOLD PACKAGE PLUS:
  • Enrollment of your health care directives in a national data base so that medical professionals can access it anywhere in the country in the event of an emergency.
  • Complete Trustee Handbook and Instruction Guide
  • Personalized Legacy Video*
  • Kids Protection Plan which includes: Long-term Guardian Nominations; Short-term Guardian nominations; Emergency Instructions; Emergency ID Cards; Letters of Instruction for your guardians; Emergency instructions for your babysitter

*Your Legacy Video will be made during an interview with your personal family lawyer. The interview will touch on your family history, shared memories, values, beliefs, and morals. It will be recorded and edited into a final video to leave as a lasting legacy for your children and grandchildren.

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Platinum Package

$5,000 - $7,000

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For the family who wants us to handle everything beginning to end, our Platinum Package includes everything in the GOLD and LEGACY Packages and Regnum Legacy handles all of the funding for you.*

    Funding includes the transfer of one real property, additional properties (e.g., vacation homes, timeshares, rental properties, etc., are extra)

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      I Understand the Disclaimer

      Submitting this form does not constitute and kind of agreement between you and Regnum Legacy. You understand that you are not a client of Regnum Legacy until you formally sign an engagement letter with one of our attorneys.
      I Understand the Disclaimer

      Submitting this form does not constitute any kind of agreement between you and Regnum Legacy. You understand that you are not a client of Regnum Legacy until you formally sign an engagement letter with one of our attorneys.