Kerry Spence Estate Plans, Inc. is a California-based legal document preparation service specializing in comprehensive, personalized estate planning. As a registered and bonded California Legal Document Assistant firm, they stand out for their commitment to providing flat-rate, transparent packages with uncompromising attention to detail, ensuring clients receive plans that are both trustworthy and easy to understand.
The firm takes a client-centered, stress-free approach, offering a typically complex legal process through a streamlined, four-meeting system that can be conducted remotely. They focus exclusively on estate planning and administration, empowering individuals and families to maintain control over their legacies. Every client receives undivided attention, with documents drafted for clarity and tailored to reflect personal intentions accurately.
Services Offered
- Last Will & Testament
- Revocable Living Trust
- Power of Attorney
- Health Care Directive
- Property Deed preparation and transfers
- Guardianships
- Probate Administration
- Special Needs Trusts
- Amendments to existing estate plans
- Trust Administration
- Asset Protection strategies
Kerry Spence Estate Plans, Inc. primarily serves clients throughout California, with specific registration in Marin County. Services are provided in English, and the firm emphasizes accessibility, offering free initial consultations to discuss needs and provide clear, fixed-fee quotes.
