How a Consumer Hired a Lawyer to Draft a Revocable Living Trust in California

In 2023, an individual in California sought assistance with establishing a revocable living trust for their personal financial planning. The client had an existing trust and an Employer Identification Number (EIN) but faced challenges in opening a business trust bank account with their EIN, desiring to maintain control over assets without direct ownership. They were particularly focused on setting up a trustee arrangement that would allow for effective management of the trust. As a result, the client received one proposal from a licensed lawyer, with a flat fee bid of $395, all submitted in line with the requested deadline of one week.