Plans are nothing. Planning is everything.

Flat Fee Services Offered:
Trust Packages
Revocable Living Trust
Trust Certification
Declaration of Trust
Trust Summary
Schedule of Assets
Assignment of Personal Property
Personal Property Addendum
Pour-over Will
Financial Power of Attorney
Advanced Healthcare Directive
HIPAA Authorization
Primary Residence Deed Transfer*
(*county recording fees not included)
$1,500 Individual /
$2,650 Couple
Flat Fee
Trust Restatements
Includes first 8 Trust
documents to the left.
$750 Individual /
$950 Couple
Flat Fee
Will Packages
Financial Power of Attorney
Advanced Healthcare Directive
HIPAA Authorization
Personal Property Addendum
$800 Individual / $1,600 Couple
Flat Fee

Notarization, meetings, calls and emails included in flat fee pricing.

Our Straightforward Estate Planning Process:

Contact Us

Reach out to us to receive our estate planning questionnaire and calendar link to set up your first appointment.


The first meeting is now done via phone only due to covid.  We review your questionnaire and any questions you may have.


Your drafts are emailed to you prior to your signing for your review.  Any questions or changes can be addressed.


At the second meeting all documents are signed and notarized.  The trust funding process is explained (if applicable).

San Diego Attorney Tara L. Shaw

Meet Attorney Shaw

Originally from Upstate New York, Tara decided to call San Diego home after graduating from the University of San Diego.  After working in property management for 9 years, her love for a good courtroom drama and Forensic Files took her back to school, this time to Thomas Jefferson School of Law. 


After working with her mentors in estate planning, Tara decided this was the perfect area for her to assist clients with something that most see as an overwhelming task, by making it into a straightforward, simple and even enjoyable experience!


In her free time Tara enjoys spending time with her husband biking on the boardwalk, walking her dogs at Fiesta Island, and watching the elephants at the San Diego Zoo.


Bar Admissions

  • California

  • New York

  • Arizona (inactive)

  • United States Supreme Court


  • Thomas Jefferson School of Law, JD

  • University of San Diego, BA Psychology - Cum Laude


Professional Associations

  • San Diego County Bar Association - Estate Planning, Trust & Probate and Animal Law Sections

  • California Bar Association

  • California Lawyers Association

  • American Bar Association

Pro Bono & Volunteer Activities

  • San Diego Volunteer Lawyer Program

  • Legal Aid Society

  • Serving Seniors

  • Wills for Heroes

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Ready to get started or have questions?

Shaw Legal Office is conveniently located right off the I-5 at the Sea World Drive exit, with parking both in front of the building near T.W. Taxes and in the back of the building in front of any garage.  
We are located on the Lehigh Street side of the building.
After parking, come upstairs and to the left.
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