A small investment today can save you thousands later. 

If your estate planning needs are straight forward and would like your documents delivered today, click below:

If you have specific needs within your estate plan and would like us to put together your documents and deliver them within 7 business days, click below:

Probate Fees

4% of the first $100,000 

of the gross value of the 

probate estate

3% of the next $100,000

2% of the next $800,000

1% of the next $9 million

Living Trust & Complete Estate Plans Starting At $299  

Individual Estate Planning Documents Starting At $29  

What are some of the benefits of a living trust and a complete estate plan?

Living Trust

Power of Attorney

HIPPA Waiver/Authorization

Last Will & Testament

Advance Healthcare Directive

Burial Instructions 

What Are The Components Of An

Estate Plan?

Instant Estate Planning Documents!

Get your living trust, amendment, advance healthcare directive, power of attorney or your complete estate plan delivered today! All you have to do is answer a 5-minute questionnaire and your documents will be delivered to your email inbox within 5 minutes! Then just sign your documents and you're done!


Your documents come with instructions but if you need any assistance, our office staff is here to help. Call or email us anytime!

If you have specific needs for your estate planning needs our office is here to help. We will work with you and put your documents together at your direction, print them and deliver them within 7 business days. 

Do You Have Specific Needs?

Instant Pricing Menu

Answer 5-minute questionnaire & receive your documents in your email in 5-minutes

Complete Estate Plan

Includes: Living Trust, Will, Power of Attorney, Healthcare Directive & HIPPA Waiver

Married Non Traditional    

Non Traditional Couple      

Individual Forms

Includes: Comprehensive forms for single & joint clients

Amendment

Power of Attorney

Healthcare Directive 

Will & Guardianship

Single                                     

Married Traditional              

$299   

$399   

$399   

$399   

$29-single / $39-joint

$29-single / $39-joint

$39-single / $49-joint

$29

Complete Estate Plan

Includes: Living Trust, Will, Power of Attorney, Healthcare Directive & HIPPA Waiver

Need More Specific Help?

We can put your documents together for you, print it and ship it!.  Answer 5-minute questionnaire & we will deliver your docments within 7 business days!

Single                           $499

Somtimes our clients have specfic needs for their living trust and/or estate planning documents and want us to put it together for them here in our offices. Our pricing structure for both instant and in office document preparation is still a fraction of what an attorney charges. Under our clients direction, we will compile their answers and create the documents they requested and deliver them within 7 business days! We look forward to assisting you whether you use our instant document service or our in office service. 

Joint                              $699

Individual Forms       $199

What do our customers have to say?

"We saved over $1000 by using 299trust.com for our living trust"

Chris & Ann

San Diego, CA

"I got my living trust & estate plan done in 5 minutes using the instant document services"

Katie

Sacramento, CA

© 2018 DACA Financial Group

Documents are prepared by DACA Trust Services a subsidiary of DACA Financial Group, a legal document assistant registered in the County of San Diego, Registration #131, expires 4/7/2020. DACA Trust Services is not an attorney or law firm but provides self-help services at your direction. Other fees may apply. Fees are subject to change without notice.Tax Rates is based on basic individual or joint returns, A fee may be assessed for more complicated returns. Fees are subject to change without notice. 12 month contract commitment required. Income Tax Preparation for Single and Joint Filers includes: schedule A, schedule B, schedule 10, 1040ES, 4868, 8283, 8453, 8812, 8867, & applications for automatic extension


Terms & Conditions

The information contained in forms wizard is not legal advice and is for informational and/or educational purposes only. The information, templates, wizards, forms, tips, and tools provided in and through 299trust.com & dacafg.com is not legal advice. DACA Financial Group is not a law firm and the employees and contractors of DACA Financial Group are not acting as your attorneys, and none of them are a substitute for the advice of your own attorney or law firm licensed to practice law in your state. The employees or contractors of DACA Financial Group who wrote or modified any form, template, wizard, tip, or tool are NOT providing legal or any other kind of advice, are not creating or entering an Attorney-Client relationship. Even though we take every reasonable effort to attempt to make sure our information / templates are accurate, up to date, and useful, we recommend that you consult a lawyer licensed to practice law in your state if you want professional assurance that our materials, and your interpretation of it or them, and the information and input that you provide, is appropriate to your particular situation. These templates, tools, and information are not guaranteed to be correct, complete or up-to-date. DACA Financial Group software is not a substitute for the advice of your own attorney. DACA Financial Group tools and templates where you provide information or make choices, even if based upon suggestions or tips provided by DACA Financial Group and resulting in a document where that information or the outcome of your choices, does not and is not intended to represent the advice of DACA Financial Group, or the practice of law. These completed or generated documents are no more than self-help forms. DACA Financial Group is not permitted to engage in the practice of law. DACA Financial Group is prohibited from providing any kind of advice, explanation, opinion, or recommendation to a consumer about possible legal rights, remedies, defenses, options, selection or completion of forms or strategies.

SELF-HELP FORMS IS PROVIDED "AS IS" WITHOUT ANY EXPRESS OR IMPLIED WARRANTY OF ANY KIND INCLUDING WARRANTIES OF MERCHANTABILITY, NONINFRINGEMENT OF INTELLECTUAL PROPERTY, OR FITNESS FOR ANY PARTICULAR PURPOSE. IN NO EVENT SHALL DACA FINANCIAL GROUP, OR ITS AGENTS, OFFICERS OR ATTORNEYS BE LIABLE FOR ANY DAMAGES WHATSOEVER (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION, LOSS OF INFORMATION) ARISING OUT OF THE USE OF OR INABILITY TO USE THE SELF-HELP FORMS, EVEN IF DACA FINIANCIAL GROUP HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Communications between you and DACA Financial Group are protected by our Privacy Policy but are NOT protected by the attorney-client privilege or work product doctrine since DACA Financial Group is not a law firm and is not providing legal advice. Please also note that your access to and use of DACA Financial Group is subject to additional terms of service.