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Legal Document PreparationSan Francisco, CA· Married tech employees
San Francisco Tech Couple — Living Trust + Pour-Over Will
3
Weeks to delivery
6
Documents drafted
Yes
Residence retitled
The challenge
A married couple in San Francisco needed an estate plan integrating RSUs, ISOs, and a primary residence — without paying $7K to a downtown firm.
Our approach
- Prepared joint revocable trust with marital share funding clauses.
- Drafted pour-over wills, durable POAs, and AHCDs.
- Provided RSU/ISO beneficiary designation guidance.
- Recorded deed transferring residence to trust.
The outcome
Full estate plan delivered in 3 weeks for less than half of attorney-firm quotes. Residence titled in the trust; equity beneficiary designations updated.
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