Your Estate Is Specific. Your Attorney Should Be Too.
Every client works directly with me, from the first meeting to the final plan.
Flat fee from $2,000
No surprise bills
You work with me
Start to finish
Anywhere in California
By phone or email
Trust deed included
Prepared for your home
MEET YOUR ATTORNEY
Your plan should work on the day your family needs it.
Most estate plans look fine on paper. The problems show up later: a house that never made it into the trust, a beneficiary form nobody updated, a will that sends the family to probate anyway. I build every plan to close those gaps.
With more than 10 years of experience, I prepare plans for California families of every shape, including blended families, rental and out-of-state property, business interests, and goals that span generations.
You work with me directly, from the first conversation to your signed plan. Every decision is made with you, in plain English, and nothing is handed off.
Jay S. Yu, Esq.
Estate Planning Attorney · Yu & Yu Law
WHAT'S IN YOUR PLAN
A complete plan, not a stack of forms
Each document does a different job. Together they keep your family out of court and make sure the right people can act for you.
Living Trust
Holds your home and accounts so your family avoids probate.
Pour-Over Will
Catches anything left outside the trust and names guardians for minor children.
Power of Attorney
Lets someone you trust handle your finances if you cannot.
Healthcare Directive
Puts your medical wishes in writing and names who speaks for you.
Trust Deed
I prepare the deed that moves your home into your trust. Included in the flat fee.
Funding Guidance
Clear instructions for retitling your accounts so the trust works when it matters.
HOW IT WORKS
Four steps, one flat fee
01
Free Design Session
We talk through your family, your assets, and what you want to happen. You leave knowing which plan fits and what it costs.
02
Plan Design and Drafts
Your documents are drafted to the design we agreed on. I walk you through them in plain English and make any changes.
03
Review and Sign
Once you approve the drafts, I walk you through signing so everything is executed correctly.
04
Deed and Funding
You receive your complete package, including the deed for your home and a step-by-step guide to funding your trust.
FLAT-FEE PRICING
Zero billable hours. You know the cost before any work begins.
ONE COMPLETE PLAN
The Complete Estate Plan
From $2,000 individual · $2,500 married couple
Revocable living trust
Pour-over will
Durable power of attorney
Advance healthcare directive
Trust deed for your home
Funding guidance
Calls and emails during planning
Free design session
LARGER OR MORE COMPLEX ESTATES
Business owners, multiple properties, and tax planning
Everything in the Complete Estate Plan, built out for business succession, additional real estate, and estate tax planning. Your flat fee is quoted at the design session, before any work begins.
POPULAR GUIDES
Answers to the questions I hear most
YOUR HOME
Can You Put a House With a Mortgage in a Trust?
Why the transfer usually does not trigger the due-on-sale clause.
TAXES
Step-Up in Basis When a Spouse Dies
How a revocable trust can help a surviving spouse on capital gains.
LIVING TRUSTS
Should You Put Your Bank Accounts in a Trust?
When retitling beats payable-on-death designations.
Start with a free design session
We talk through your family and your goals. You leave with a clear plan and a flat fee, with no obligation.