Estate Planning · Rancho Cucamonga
Estate Planning in
Rancho Cucamonga
Give your family a plan. Not unanswered questions.
Wealth Crafters helps individuals and couples in Rancho Cucamonga organize their wishes with a living trust package. Put your instructions in writing and name the people you trust to take the next steps for your family.
$1,575 for an individual or a couple
Living trust package · Usually completed in 1–2 weeks
Book Your 15-Minute Estate Planning CallSee what's included
Make your wishes easier for your family to follow.
Who would handle your finances if you couldn't? Who would make health care decisions? How would the assets you leave behind reach the people you choose?
Estate planning brings those decisions together. Start with a short conversation with Jerry about your goals, the package, and the next steps.
Your living trust package
Living Trust Package: $1,575 for Individuals or Couples
Instructions for managing and distributing assets placed in your trust.
Directs remaining assets to your trust; assets passing through a will may still require probate.
Names someone to handle financial matters within the authority you grant.
Records health care wishes and names an agent to speak for you.
Authorizes access to specified medical information.
Deed transfer of your owner-occupied home.
Notarization included with the package.
Two witnesses included for the signing process.
Additional investment properties: $500 per property for deed transfer, including notarization and recording fees. Ask us to confirm the scope and any additional work before you purchase.
Properly transferring assets into a trust matters. Creating the documents alone does not put every asset into the trust or guarantee that probate will be avoided. Wealth Crafters does not provide legal or tax advice.
A straightforward process
From “we should do this” to your next steps.
Start with a conversation
Book a 15-minute call to discuss the package, your priorities, and what information you will need.
Provide your information
Share your chosen names, assets, and instructions so the document preparation process can move forward.
Sign and organize
Arrange signing and notarization, keep your documents accessible to the appropriate people, and follow through on asset-transfer steps.
The process usually takes 1–2 weeks. We'll discuss the next steps for your situation when we connect.
What our clients say
Personal attention. Clear communication.
“They take the time to explain everything in a simple way and make the estate planning process easy and stress-free.”J Zuniga
Google review · excerpt
“Jerry and the team work hard to make the process simple and stress-free. Highly recommend!”Elida Romero
Google review · excerpt
“Price affordable, it was easy to understand all the processes and paperwork.”Jacqueline Stanfill
Google review · excerpt
Before you get started
Estate Planning Questions in Rancho Cucamonga
How much does estate planning cost at Wealth Crafters?
Our living trust package costs $1,575 for an individual or a couple. It includes the documents, owner-occupied home deed transfer, notarization, and two witnesses listed above. Additional investment-property deed transfers are $500 per property.
Does the $1,575 price include a couple?
Yes. The package is $1,575 for an individual or a couple, with the items listed above.
How long does the process take?
Usually 1–2 weeks. Providing the requested information and arranging signing promptly helps keep the process moving.
Is my home included? What about investment properties?
The package includes the deed transfer of your owner-occupied home. Investment-property deed transfers are an additional $500 per property, including notarization and recording fees. Contact us about property-specific requirements and scope.
Does a living trust automatically avoid probate?
No. How an asset is titled and whether it has been properly transferred to the trust matter. A pour-over will does not automatically keep assets outside the trust out of probate.
Can I update an existing plan?
Let us know what documents you already have and what you want to change. Contact us to confirm whether the requested work is within our services and what the cost would be.
What happens after I pay?
Use the appointment button on your order confirmation page to schedule the next step. You can also call us at (909) 259-8242.
Can I talk to Jerry before purchasing?
Absolutely. Book your 15-minute estate planning call to ask about the package and the process before you decide.
Book Your 15-Minute Estate Planning CallYour local point of contact
Connect with Wealth Crafters in Rancho Cucamonga
Talk with Jerry Torres about the living trust package, the information you need to gather, and the usual 1–2 week process. Start with a 15-minute phone appointment to discuss the service before you purchase.
Wealth Crafters
10130 Foothill Blvd, Suite 111
Rancho Cucamonga, CA 91730
(909) 259-8242
Contact our Rancho Cucamonga office or learn more about Wealth Crafters.
Choose your next step
Start with a call. Purchase when you're ready.
Questions about the $1,575 individual or couple package? Let's talk.
Book Your 15-Minute Estate Planning CallReady to purchase your estate planning package?
Package price: $1,575 · Secure payment through Stripe
Wealth Crafters · Rancho Cucamonga, CA · (909) 259-8242