The Morgan
Family Plan
Dana Morgan
Your successor trusteeDocuments for your plan
Prepared around your wishesLeave your family a clear plan. Margot guides your decisions, prepares your documents, and helps you complete signing and setup.
Who are you planning for?
Free to draft and download. No credit card.
See how Alex and Jamie’s wishes become a plan their family can use.
You know what matters. Margot helps you put it into words, then into your documents. One guided question at a time.
All six documents. Free to read, download, and keep.
Who would you like to
leave your home to?
Your wishes, in writing
The family residence shall pass to the settlors’ children in equal shares.
Timing depends on signing, county recording, and each financial institution.
Some homes pass through probate, a court process for settling an estate. Here’s what the legal and administrative fees could look like.
Estimated probate fees
CaliforniaIf formal probate applies and both ordinary fees are charged. Other expenses are additional.
California’s ordinary attorney and personal representative fees, calculated on the entered value under Probate Code sections 10810 and 10800. Assumes formal probate and both fees charged. Representative fees may be waived. Court costs, other assets and additional services are excluded. Ownership and simplified procedures can change whether probate applies. Statute: §10810 and §10800.
Signing your trust is the start. A separate deed transfers your home into it.
Once your trust is signed:
Part of $499 signing & setup. County fees are extra.
About revocable living trusts: California court guide ↗
Step 1 of 3. Your deed brings your home into the plan. Signing your trust is the start. A separate deed transfers your home into it.
Look beyond the documents. See who helps with the steps that put your plan into place.
| What you get | $0 + $499Documents + signing & setup | Trust & Will$499–599Documents; setup extras below | An attorney$3,000–5,000+Typical flat-fee packages |
|---|---|---|---|
| Trust & will | Free to draft & keep | Included | Included |
| Individual legal advice | Not included | Paid attorney add-on$299 for one year | Work with an attorney |
| Notarization | OnlineWith a licensed notary | In-person add-on$170–210 via partner | Package dependent |
| Account transfers | Forms + guided steps | You follow their guides | Scope varies |
| Deed recording | IncludedCounty fees extra | +$140 via partnerNotarization +$100, county fees extra | Included in some plans |
Attorney figures are a typical range for published flat-fee trust packages, not a market-wide price. Many firms charge more, and what a package includes (a deed, recording, funding help) varies.
Trust & Will lists its trust plan at $499 for one person and $599 for a couple, attorney support at $299 for a year, and a mobile notary through its partner at $170 to $210. Its deed-transfer partner lists $140 per deed plus local recording fees; deed notarization is $100 more. Guidance is distinct from completing transfers. Sources checked September 14, 2026.
All six documents: draft them, read them, download them, and keep them. No credit card. Create an account to save your progress and return anytime.
Margot explains the choice in plain language. You can take time to decide, talk to your family, and return to your saved plan.
A living trust can help your home pass to your chosen beneficiaries without probate. Completing the signing and transferring the home into the trust are essential steps.
Review your documents, complete the signing requirements, and put the right assets into your trust. With signing and setup, Mantle arranges notarization, handles deed recording, and guides each account step.
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