Affordable Wills and Trusts

We recently had a baby boy and thought, we need to get our affairs in order. After doing much research on on estate planning we stumbled across Robyn. We did a quick phone consultation with her and she clearly laid out her process. Communication with Robyn was clear, fast and easy via email, Skype and phone.
My husband and I had also looked into a few different attorneys but they did not impress us. We decided to stick to our gut and even though we live in San Francisco we decided Robyn was the best choice! And bonus, she was also the most affordable option!
We got a questionnaire to fill out and after we submitted the questionnaire we had a Skype meeting with Robyn to go over our plan. It took over and hour or so to go through the details but after that Robyn got to work. Within a week we got a draft, reviewed it and scheduled a time to meet to sign our Living Trust.
When we finally met with Robyn, we were surprised and thoroughly impressed with our Estate Binder! Everything was so organized and all neatly packaged — think thick binder with our name, tabs for each section of documents, laminated cards of or trust name etc — it was way more than we expected and very much appreciated.
It took about two weeks to get everything done and we are so glad we got to work with Robyn. She is knowledgable, organized and very easy to work with, I can’t recommend her enough!

My husband and I had put off getting a trust, even though we knew we should, because we didn’t have thousands of dollars laying around to pay for it. All of our kids are adults and we are not old, but not getting any younger, and didn’t want to put an extra burden on our kids should something happen to us. A friend told me about Robyn and how experienced she is, she is not an attorney, but used to do this very thing for an attorney. She is very upfront about not being an attorney; but she is licensed as a Legal Document Assistant, and after meeting with her I can say I am so glad we did. The first consultation is free, but I had no doubt after that about her knowledge and expertise. We had her do our trust, at a fraction of the cost. And, all the costs are very straight forward, and on her website, not a secret, and very reasonable. My husband and I now have a weight lifted off our our shoulders, knowing if (when) something does happen to us, ours kids will know what our wishes are and they will not have to wait for years for things to go through probate. If you have kids and no trust, I urge you to set up an appointment with Robyn, you will not regret it. I have already referred many close friends to Robyn and want to be sure others know about her too. If you need a will or trust, check out

I found Robyn’s company by searching Unilocal.She was local and, based on her 5-​star rating, I gave her a call. I liked the time she took with me on the phone to explain her services and costs, so decided to proceed with her service. Both my wife and I were very impressed with our first meeting and how well Robyn explained the trust documents and process and how thorough she was in going through our trust questionnaire, making sure she correctly captured our desires and intents. The final trust document was very well organized and correct; Robyn having taken the necessary time to step us through the draft document during our second meeting in order to confirm that our instructions were met. We received a quality legal document at a fair price. Robyn’s 5-​star rating is well deserved.

The first time I created a trust, it was a stressful, expensive and frustrating experience and I never felt comfortable with the process or the results. The ‘trust’ experience with Robyn was a blessing from start to finish. She is competent, consistent, compassionate, communicates general principles and specific situations clearly but most of all, she really cares about what the trust can bring… peace of mind. Her pricing is what brought me in but her excellence from initial interview to the beautiful binder is what will keep me with her. Thank you, Robyn. Won’t forget your patience or your kindness.

Robyn did a wonderful job creating my living trust. She helped me understand the choices I needed to make, and delivered a quality folder with all the documents for a reasonable price. I highly recommend her service.

I had put off creating a trust because of the cost, and eventually created my own with a do it yourself book, but began to doubt what I had created. I was given Robyn’s name by a friend and received a free consultation. It did not take long to realize my own work was a disaster. It also did not take long to realize that Robyn was a meticulous, organized intelligent woman, who took all the time necessary to answer all of my questions. She offered a very reasonable package price, so I did not need to worry about how long my two meetings ran. Her final presentation binder was beautiful and professional and contained all aspects of an estate plan, not just the trust. I have friends who spent fortunes on lawyers and have an unprofessional looking stack of papers in a file folder. I am so relieved to have my trust completed and highly recommend that you call Robyn to do yours.
Linda K.

My husband and I knew making our will was long overdue, and we essentially knew what we wanted. We had just put it off – in large part dreading the exorbitant attorneys fees it would take to get what we knew was essentially a boilerplate process. Robyn provided just what we needed – a thorough and courteous professional who provided knowledge backed by years of experience, and sound guidance every step of the way. She streamlined the entire process of drawing up our trust, and because of her thorough and clear explanations, we feel confident about our choices. We are so glad to have this done and over with, and to have paid a reasonable fee for the exact same services as an attorney.

My wife and I used this firm for a restatement of our current trust. We found them excellent, especially Robin in Scott’s Valley, and affordable as the name would suggest and we would recommend them to all. Bill. W.

Ms. Coppedge is knowledgeable. thorough, and organized. She helped me a lot. She gave me a huge binder that has all the stuff anyone would need, and even mailed the county recorder my check when I forgot to mail it with the request to change my property from my title to my estate’s. Plus she is a really nice person and easy to deal with.
Plus her services are MUCH cheaper than a lawyer’s, and quite effective in most cases.

We’ve been waiting for a service like this! Robyn was very knowledgable and professional! We would recommend her to anyone who is interested in setting up a will or trust… why pay more when Robyn can assist you in the preparation of your documents?!
–Very satisfied customers from Aptos

I have not been looking forward to updating my trust because of the cost and hassle. I am glad I found Robyn. She does a great job at a reasonable price, much less than an attorney for the same Service. The process was easy and pleasant.