Thank you to our PLYUSD teachers and administrators!
Dear PYLUSD Teacher:
Thank you for considering our firm for your estate planning needs. I’d like to walk you through our process so you know what to expect. After reading this letter, please email josh@cepslaw.com and we can begin with Step 1.
Step 1: We will send you a digital intake form to fill out. Please check your spam folder if not received. The sender may be “MyCase” or “California Estate Planning Services.”
Step 2: Once the intake form is completed, we will review the form to ensure there are no surprises and then send you a digital engagement agreement. Again, be sure to check your spam folder if not received within 2 days of submitting your intake form. We are offering teachers in the PYLUSD 50% off of their estate planning needs. Our typical estate plan costs about $3,500 which includes the preparation and recordation of one (1) California deed. With the discount, your cost will be $1,750. We will send you an invoice to pay this online. This offer is only valid for teachers and administrators of PLYUSD for the months of September, October, and November 2025.
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What's included with the estate plan?
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Revocable Living Trust;
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Deed transferring your real property;
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Pour-Over Will;
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Durable Power of Attorney for Finances;
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Community Property Agreement;
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Assignment of Personal Property to your Trust;
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HIPAA Release;
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Healthcare Power of Attorney; &
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Advanced Healthcare Directive.
Step 3: We will begin drafting your documents once the engagement agreement is digitally signed. Once drafted, we will email you a document confirming the list of people you chose to act for you, confirming spelling, etc. as well as the distribution provisions of your trust. Once you have reviewed this, please reply to the email stating such.
Step 4: We will assemble your estate plan in an estate planning portfolio and mail it to your home address. There will be indicators on where to date, sign, and notarize. When the documents are mailed, you will be alerted via email along with a link to watch a video from our founding attorney on what is included in your estate plan, how to use it, and everything you need to know. Please watch the video prior to signing and notarizing your documents.
Step 5: When you receive your estate planning portfolio you will need to sign many documents in the presence of a notary. You may choose your own notary.
Step 6: Once the estate plan is signed, please keep it safe as you will have the only signed copy. You are more than welcome to email us your signed plan and we will keep a copy in our digital vault at no cost to you and your loved ones. In the estate plan there will be a manilla envelope with the postage pre-paid. Please mail your deed (which will be in the clear sheet in the “Deeds” tab) to our firm for recording.
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Step 7: You will want to ensure you read the “Funding Instructions” document and ensure that all of your assets (other than qualified retirement accounts) are either owned by the trust or payable to the trust (pay on death beneficiary). This is explained further in the video that will be sent to you.
We look forward to creating your estate plan and preserving your legacy for your family.
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Respectfully,
Joshua D. Ramirez, Esq., LLM (Tax)
