- info@myaffordableestateplan.com
- Mon–Fri 8:30 AM–5:00 PM | Sat by appointment
Affordable Estate Planning Services, LLC provides non-attorney document preparation services.
Affordable Estate Planning Services, LLC is not a law firm. Unless specifically identified otherwise, its personnel are not attorneys and do not provide legal advice or legal representation.
Our services are intended to assist customers with the preparation and organization of estate planning documents based upon information and instructions provided by the customer.
We cannot represent you in court, advise you regarding your legal rights, provide legal opinions, or determine which legal strategy or documents are appropriate for your particular circumstances.
Information provided on this website, in educational materials, during general consultations, or through communications with Affordable Estate Planning Services, LLC is provided for general informational and educational purposes and should not be interpreted as legal advice.
If you need legal advice, have questions regarding the legal consequences of a particular decision, have a complex estate, anticipate litigation or disputes, or are uncertain about your legal rights, you should consult a licensed California attorney.
Use of this website or our document preparation services does not create an attorney-client relationship.
Where attorney review, oversight, or independent legal services are offered or utilized, the scope and identity of the attorney’s involvement will be separately disclosed as applicable.
To the extent services are provided as a California Legal Document Assistant (“LDA”), all services are subject to the limitations imposed by California law.
A Legal Document Assistant is not an attorney and cannot provide legal advice, represent customers in court, or independently determine which legal forms or legal strategies a customer should use.
Where required by California law, applicable LDA registration information, including county of registration, registration number, and expiration date, will be provided in the customer contract and other required disclosures.
Estate planning involves legal, financial, tax, family, and personal considerations that vary from person to person.
Affordable Estate Planning Services, LLC does not guarantee that any document will accomplish a particular legal, financial, probate, tax, Medicaid/Medi-Cal, asset-protection, creditor-protection, or estate-planning result.
We do not guarantee that use of a trust will eliminate probate in every circumstance. Among other factors, avoiding probate may depend upon whether assets are properly transferred, titled, designated, or funded after documents are completed.
Customers remain responsible for reviewing their documents for accuracy, following signing and notarization instructions, maintaining their documents, updating their plan when circumstances change, and completing any necessary asset transfers, beneficiary designations, or trust-funding actions.
Affordable Estate Planning Services, LLC does not provide tax, accounting, investment, insurance, or financial advice unless expressly stated otherwise by an appropriately licensed professional.
Any information concerning taxes, property, investments, retirement accounts, insurance, Medi-Cal, or financial planning is general educational information only.
You should consult the appropriate attorney, CPA, tax professional, financial advisor, insurance professional, or other qualified professional regarding your individual circumstances.
We make reasonable efforts to provide useful and accurate information. However, laws, regulations, court decisions, procedures, tax rules, and estate-planning practices change over time.
We do not warrant that every article, guide, FAQ, video, downloadable resource, or other item on this website is complete, current, or applicable to your circumstances.
Nothing on this website should be relied upon as a substitute for individualized professional advice.
By accessing or using myaffordableestateplan.com, you agree to these Terms of Use and our Privacy Policy.
If you do not agree, please discontinue use of the website.
You may use this website only for lawful purposes.
You may not use the website to violate applicable law; interfere with its operation or security; attempt unauthorized access to the website or associated systems; transmit malicious software; scrape, copy, reproduce, or exploit website content without authorization; impersonate another person; or submit false or misleading information.
Visiting this website, downloading information, submitting a contact form, sending an email, scheduling a consultation, or communicating with Affordable Estate Planning Services, LLC does not create an attorney-client relationship.
Affordable Estate Planning Services, LLC is not your attorney and does not represent you as legal counsel.
Customers are responsible for providing complete and accurate information necessary to prepare requested documents.
Documents are prepared based upon the information and instructions supplied by the customer.
Customers are responsible for carefully reviewing all names, addresses, relationships, asset information, beneficiary information, fiduciary selections, and other information appearing in their documents before execution.
Affordable Estate Planning Services, LLC is not responsible for consequences resulting from inaccurate, incomplete, outdated, or withheld information supplied by a customer.
Deed preparation is $200 per property, or $400 total per affected property requiring Notice-of-Death work, including deed paperwork. The $400 fee replaces the standard $200 preparation fee for that property. These fees cover preparation only. Clients pay deed notarization and county recording fees and arrange recording. Any AEPS recording assistance must be separately quoted and agreed to in writing. Standard notary services included in an estate planning package remain included.
The Deed Transfer Documents provided to Client by AEPS are based solely on the information provided to AEPS by the Client. AEPS does not guarantee the recordability of any documents prepared for Client by AEPS.
Prices displayed on this website are subject to change.
The price applicable to a customer’s services will be disclosed before services begin or as otherwise stated in the applicable service agreement.
Notary services for any notarization needed to complete the documents in an estate plan package are included in that package price. Additional services, revisions beyond those included in a package, third-party fees, recording fees, filing fees, postage, notary services outside the package, attorney fees, or other expenses may be charged separately when applicable and disclosed.
Payment plans, discounts, and promotional offers may be subject to additional terms.
Because document preparation services involve customized work, cancellation and refund eligibility may depend upon how much work has been completed when a cancellation request is received.
Any specific cancellation, revision, or refund terms contained in a signed service agreement will control over this general website policy.
Unless otherwise stated in writing, fees for work already performed and non-refundable third-party expenses are not refundable to the extent permitted by law.
Nothing in this section limits any cancellation, refund, or other consumer right that cannot legally be waived under California law.
Preparation of documents does not necessarily complete an estate plan.
Certain documents may require signatures, witnesses, notarization, recording, delivery, beneficiary changes, asset transfers, account retitling, or other actions to become effective or accomplish their intended purpose.
Customers are responsible for completing required execution and implementation steps.
Unless otherwise indicated, the text, graphics, logos, branding, videos, guides, downloads, website design, and other original content appearing on this website are owned by or licensed to Affordable Estate Planning Services, LLC and are protected by applicable intellectual-property laws.
Website materials may be used for personal, noncommercial purposes but may not be reproduced, sold, republished, distributed, modified, or commercially exploited without written permission.
This website may contain links to or integrations with third-party websites and services.
We do not control and are not responsible for third-party content, availability, security, privacy practices, or terms.
Your use of third-party services is governed by their respective terms and privacy policies.
We may modify, suspend, discontinue, or restrict any portion of the website at any time.
We do not guarantee uninterrupted or error-free website availability.
To the fullest extent permitted by applicable law, this website and its content are provided on an “as is” and “as available” basis without warranties of any kind, express or implied.
Nothing in these terms excludes warranties or consumer protections that cannot lawfully be excluded.
To the fullest extent permitted by law, Affordable Estate Planning Services, LLC and its owners, employees, contractors, agents, and service providers will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from use of, or inability to use, this website.
Nothing in these Terms is intended to exclude or limit liability where doing so would be prohibited by applicable law.
These Terms and your use of this website are governed by the laws of the State of California, without regard to conflict-of-law principles.
Any dispute shall be handled in accordance with applicable California and federal law and any enforceable dispute-resolution provisions contained in a separate written customer agreement.
Affordable Estate Planning Services, LLC respects your privacy.
This Privacy Policy explains the types of information we may collect, why we collect it, how it may be used or disclosed, and the choices available to you.
Depending upon how you interact with us, we may collect information including:
If you become a customer, you may voluntarily provide information concerning your family, beneficiaries, assets, property, financial accounts, health-care preferences, chosen fiduciaries, and other information necessary to prepare requested documents.
Because estate planning may involve sensitive information, please do not submit confidential financial, identification, medical, or other sensitive information through a general website contact form unless specifically requested through an appropriate method.
If you purchase services, we or our payment processors may collect information necessary to process the transaction.
We generally do not directly store complete payment-card information when payments are processed through an independent payment processor.
When you use our website, certain information may be collected automatically, including:
We may use personal information to:
We will not use personal information in a materially different manner without providing appropriate notice when required by law.
Our website may use cookies, pixels, analytics technologies, and similar tools to operate the website, remember preferences, understand website traffic, measure performance, and improve our services.
Some technologies may be provided by third-party website, analytics, advertising, scheduling, CRM, payment, email, or hosting providers.
Your browser may allow you to block or delete cookies. Doing so may affect certain website functionality.
We may disclose information to service providers and contractors that help us operate our business, including providers of:
We may also disclose information when reasonably necessary to comply with law, respond to lawful government requests, protect our legal rights or the safety of others, investigate fraud or security incidents, or complete a merger, acquisition, sale, financing, reorganization, or similar business transaction.
Service providers may access personal information only as appropriate for the services they provide and subject to applicable contractual and legal restrictions.
Affordable Estate Planning Services, LLC does not sell personal information for money.
Depending upon the technologies used on this website, certain analytics or advertising activities may constitute “sharing” or “sale” under California privacy law even when no money changes hands.
We will provide any opt-out mechanism required by applicable California law based upon the technologies and data practices actually used on the website.
We retain personal information only for as long as reasonably necessary for the purposes for which it was collected, to provide requested services, maintain appropriate business records, comply with applicable legal obligations, resolve disputes, and enforce agreements.
Retention periods may differ depending upon the nature of the information and applicable legal requirements.
We use reasonable administrative, technical, and physical safeguards designed to protect personal information.
However, no website, internet transmission, electronic storage system, or communication method can be guaranteed to be completely secure. Accordingly, we cannot guarantee absolute security.
If you subscribe to our newsletter, request educational information, or otherwise consent to receive marketing communications, we may send you information about estate planning, company news, educational resources, or our services.
You may unsubscribe from promotional emails using the unsubscribe link included in those messages or by contacting us.
We may continue to send non-promotional communications related to an active transaction or customer relationship.
If you expressly consent to receive text messages from us, we may send messages concerning appointments, inquiries, services, or other communications described when consent is obtained.
Consent to receive marketing text messages is not a condition of purchasing services.
Message and data rates may apply. Message frequency may vary.
You may opt out of text messages by replying STOP. You may request assistance by replying HELP or contacting us.
We do not sell or share mobile telephone numbers or SMS consent information with third parties for their independent marketing purposes.
Some browsers offer “Do Not Track” settings.
Because there is not a universally accepted standard governing traditional Do Not Track signals, our website may not respond to all such signals.
Where required by applicable California law, we will process legally recognized browser-based opt-out preference signals, such as Global Privacy Control, in accordance with applicable requirements.
Our services are intended for adults and are not directed toward children under 13.
We do not knowingly collect personal information directly from children under 13 through this website. If we learn that we have collected such information without appropriate authorization, we will take reasonable steps to delete it.
Estate planning services often require customers to provide information concerning spouses, children, beneficiaries, trustees, executors, agents, guardians, or other individuals.
By providing such information, you represent that you are authorized to provide it for legitimate estate-planning or document-preparation purposes.
We use such information only as reasonably necessary to provide requested services, maintain appropriate records, or satisfy legal obligations.
California residents may have additional rights concerning their personal information under California law.
Depending upon the law applicable to Affordable Estate Planning Services, LLC and the nature of the information involved, these may include rights to:
Not every California privacy right applies to every business, consumer, or category of information. Certain information may also be exempt from a request under applicable law.
To submit a privacy request, contact:
Email: info@myaffordableestateplan.com
Phone: 916-701-3844
Mail: Affordable Estate Planning Services, LLC, 8506 Madison Ave., Ste. A #1015, Fair Oaks, CA 95628
We may need to verify your identity before completing a request.
An authorized agent may submit a request on behalf of a California resident where permitted by law, subject to appropriate verification and authorization requirements.
We will not unlawfully discriminate against you for exercising applicable privacy rights.
At or before the time we collect personal information, we want you to understand what we collect and why.
Depending upon your interaction with us, we may collect identifiers and contact information, customer records, internet or electronic activity information, transaction information, professional or employment-related information you voluntarily provide, and information concerning family members, beneficiaries, assets, financial circumstances, or other matters necessary to provide requested estate-document preparation services.
We use this information to respond to inquiries, provide services, prepare requested documents, communicate with customers, process transactions, maintain records, operate and secure our website, improve our services, and comply with legal obligations.
We retain information for the period reasonably necessary to accomplish these purposes and satisfy applicable business and legal requirements.
Please review the complete Privacy Policy above for additional information.
We may use third-party technology providers to operate portions of our business.
Depending upon the systems currently in use, these may include website hosting providers, analytics providers, appointment scheduling systems, customer relationship management platforms, payment processors, email platforms, cloud-storage providers, telecommunications providers, document-management systems, and similar service providers.
These providers maintain their own privacy and security practices.
When you communicate with us electronically, you consent to receive responses electronically where appropriate.
Electronic communications may not always be secure. You should avoid transmitting Social Security numbers, complete financial account numbers, passwords, or other highly sensitive information through ordinary email or general website forms unless specifically instructed to do so.
Testimonials, reviews, and customer experiences appearing on this website reflect the experiences of the individuals providing them.
Individual experiences vary. Testimonials do not constitute a guarantee that another customer will receive the same result or experience.
We may update these Legal, Privacy & Terms from time to time to reflect changes in our services, technology, business practices, or applicable law.
When material changes are made, we will update the “Last Updated” date at the top of this page and provide additional notice where required by law.
We encourage visitors to review this page periodically.
If any provision of these Terms is determined to be invalid or unenforceable, the remaining provisions will remain in effect to the fullest extent permitted by law.
Our failure to enforce a provision does not constitute a waiver of that provision or any other right.
Questions about these Terms, our privacy practices, or our services may be directed to:
Affordable Estate Planning Services, LLC
8506 Madison Ave., Ste. A #1015
Fair Oaks, CA 95628
Phone: 916-701-3844
Email: info@myaffordableestateplan.com
For privacy-related requests, please use the subject line:
California Privacy Request
IMPORTANT: These website terms and disclosures are intended to describe Affordable Estate Planning Services, LLC’s website and business practices. They are not a substitute for the separate disclosures, written contracts, notices, and other documents that may be required for Legal Document Assistants or other service providers under California law.
