Features	The Law Office of Walter Sowa, III	Legalzoom	What You Get:
Basic Florida Living Trust Only	$399	$249	Included in Both Packages.
TYPICAL Living Trust PLAN*	$999	$1,011.84 +	This is the price for a typical Living Trust Package that gets processed and sent to you, with optional same day processing, and includes a Florida Revocable Living Trust (including free revisions for one year), Pour-Over Wills, Financial Powers of Attorney, Advanced Health Care Directives for you and your spouse or partner, as well as preparing and recording a Deed transferring your home to your living trust. Plus, whether you are single, married, or in a domestic partnership, you will receive everything the Law Office of Walter Sowa, III provides for only $999 if the package is purchased on the same day as your free initial Florida estate planning consultation.
Attorneys Prepare Your Trust			A Florida Estate Planning Attorney prepares all your legal documents at the Law Office of Walter Sowa, III. At Legalzoom, you do all the work yourself.
FREE revisions for One Year!(Includes review of your Trust,reprinting, and mailing.)			At the Law Office of Walter Sowa, III, revisions are FREE for a year! Not true at Legalzoom. In fact, you can only make free revisions for 30 days at Legalzoom. But most people are unlikely to need revisions so quickly after creating their estate planning documents. At the Law Office of Walter Sowa, III you can rest easy because we provide FREE revisions for 365 days after purchase! At Legalzoom you CAN pay an extra monthly fee to receive unlimited revisions. Typically however, clients chose to revise their Living Trust not more than once every five years or so. So if you decide to revise your trust in five years from now, it would have cost you lots more at Legalzoom! At the Law Office of Walter Sowa, III, you would have just paid our basic $249 fee to Amend your living trust, and only after the first year FREErevision period had passed.
Questions Answered By An Attorney Regarding Your Estate Planning FREE for Life			Exclusively provided at the Law Office of Walter Sowa, III for the ultimate peace of mind! You may always contact an experienced estate planning attorney and have your estate planning questions answered, FREE FOR LIFE!
Protected Communications			Only at the Law Office of Walter Sowa, III are your communications secure and protected by the attorney-client privilege and work product doctrine. Legalzoom warns the public that it is not a law firm and cannot provide legal advice.
Accountability for Mistakes			LOOK OUT! If and when problems arise with your estate planning there is no accountablibity at Legalzoom. In fact, Legalzoom states they do NOT check your answers for legal sufficiency or draw legal conclusions. In other words, you are on your own if YOU make a mistake while YOU draft your living trust and other estate planning documents. By contrast, at the Law Office of Walter Sowa, III, work product is covered because our attorneys carry legal malpractice insurance. So if problems arise later, you have the peace of mind of knowing that you and your family are protected by that insurance policy. Because Legalzoom is not a law firm, they have an ironclad Disclaimer (even though it is hard to find because it is written in such small lettersat the bottom of it’s website) that essentially says you can’t do anything about mistakes or problems that come up later from YOUR use, at YOUR specific direction, of Legalzoom’s “self-help document assitance” services.
Florida Specific Provisions			Included in Both Packages.
Individual, Joint, or JointAB Trusts Available	Available		With Legalzoom you only get a set of forms that YOU must instruct their softwarehow to fill out! Most people believe that their situation is simple but often times this is incorrect. Only an experienced estate planning attorney who analyzes your circumstances can tell you exactly what you need. At the Law Office of Walter Sowa, III, you actually get an experienced AZ estate planning attorney making sure you have the right Trust with the right provisions put in place from start to finish. The individual, joint, or joint AB trust that Legalzoom offers is a nice place to start but at the Law Office of Walter Sowa, III you also have the option of setting up Second Marriage Trusts, Domestic Partner Trusts, Disclaimer Trusts, Pet Trusts, etc., etc., etc. PLUS, you can include provisions for Medi-Cal Planning, Special Needs Trusts, Spendthrift Trusts, Charitable Gift Planning and Much Much More! Here, you get exactly what you and your family needs as advised and drafted by your attorney, which helps avoid family fights, negative tax ramifications, and many other potential future problems.
Customized Questions for9 Different Types of Assets			At Legalzoom, you better fit in “The Box.” Here at the Law Office of Walter Sowa, III, you always get to ask an unlimited number of questions. Attorneys will also ask you specific questions to figure out what you need as well as how to direct your assets, and then makes sure that that is exactly what happens. In other words, experienced estate planning attorneys address ANY and ALL types of assets. By contrast, at Legalzoom automated questions will address 9 different types of assets.
Specific Gifts andChildren’s Subtrusts			At the Law Office of Walter Sowa, III, planning is versatile. Your attorney can help you direct the disposition of your assets the way you want while providing protection for minor children. You get all of this, plus in many circumstances your attorney will even more specifically tailor provisions for spend- thrift or incapacitated, etc., children that satisfies the exact needs and wishes of you and your family.
“Pour-Over” Last Will			Florida Pour-Over Wills allow your Executor to move certain assets into the trust that were not in the trust at your death. Both Legalzoom and the Law Office of Walter Sowa, III allows you to nominate guardians for any minor children. At the Law Office of Walter Sowa, III, an attorney also specifically hand drafts provisions to meet your exact needs for pets, taxes, etc.
Successor & AlternateSuccessor Trustees			You designate who you want to manage your assets for you and your beneficiaries if you are not able to do so. At the Law Office of Walter Sowa, III, you also get an attorney experienced in trusts and estates litigation that asks you poignant questions, pointing out potential problems and issues in your particular situation, while suggesting varying alternatives for your estate planning so that you can best avoid future fights and litigation.
Documents for Managing			& Funding Your Trust Essential instructions & forms so that you can fund and manage the assets in your revocable living trust is provided by both the Law Office of Walter Sowa, III and Legalzoom.
Deluxe Living Trust Organizer & Archival Quality Paper			Both services provide a secure binder that protects and organizes your legal documents. Along with these organizers, documents are prepared on high quality paper. PLUS, with the Law Office of Walter Sowa, III, additional copies (without the who gets what part of your estate planning documents) is provided for your successor trustees, agents, and/or executors so that everyone can quickly act for your benefit with their own personalized copies of your documents, precisely when they need to act.
Peace of Mind Review			A review is provided. But at the Law Office of Walter Sowa, III an attorney will also provide you with additional reviews of your documents at any time you want for FREE!
Real Estate Deed Transfer	$265	$265	Included in Both Packages.
Preliminary Change InOwnership Report			Only the Law Office of Walter Sowa, III prepares this important document for clients. Legalzoom is not willing to prepare it, due to the possibility of incredibly negative tax ramifications. That is, a mistake on this document could trigger much higher property taxes for you. Legalzoom’s telephone staff boldly told us that an increase in taxes “probably” will not happen. But you can be certain that such a promise will be of little solace to you, if you are one of the unlucky ones who suffers as a result of your property tax issues not being handled properly.
Assignment of Assets			The Assignment can help avoid triggering a needless probate by allowing you to transfer personal property assets such as business interests, works of art, or one of many other types of valuable assets that are above the small estates affidavit threshold in California.
Financial Power of Attorney		$65	Available with both packages.
ADDITIONAL Power ofAttorney for Your Spouseor Domestic Partner	FREE	$39	LOOK OUT! Here there is a big difference between Legalzoom and the Law Office of Walter Sowa, III. That is, when married couples or domestic partners have their estate planning completed at Legalzoom they must pay an additional $35 for the extra Financial Power of Attorney for their spouse or partner. At the Law Office of Walter Sowa, III, this additional document is provided for FREE.
Health Care Directive with Two Day Processing	FREE	$69	Available with both packages.
ADDITIONAL DirectiveFor Your Spouse orDomestic Partner	FREE	$39	LOOK OUT! Here there is a big difference between Legalzoom and the Law Office of Walter Sowa, III. That is, when married couples or domestic partners have their estate planning completed at Legalzoom they must pay an additional $39 for the extra Health Care Directive for theirspouse or partner. At the Law Office of Walter Sowa, III, thisadditional document is provided for FREE.
HIPAA Authorizations			Provided by the Law Office of Walter Sowa, III so your agents may legally obtain medical information from doctors and health care providers to help you when you need it.
Shipping & Handling	FREE	$9.95 +	the Law Office of Walter Sowa, III includes all postage, shipping and handling in their low cost price structure. Legalzoom charges different amounts depending on how fastyou want to receive their documents.
Same Day Processing	FREE	$95	Same day processing is provided for FREE, upon your request, at the Law Office of Walter Sowa, III. At Legalzoom this will cost you an additional $95.
Rush Processing -2 business days	FREE	Extra Fee	Rush processing costs an additional $20 at Legalzoom. This service is provided forFREE, upon your request, at the Law Office of Walter Sowa, III.
Email Delivery	FREE	Extra Fee	What’s FREE here will be an additional $20 at Legalzoom. By contrast, email delivery is provided for FREE to everyone at the Law Office of Walter Sowa, III.
Attorney Support	FREE	Monthly Fee	After YOU create your Florida Living Trust, for an additional $20, bundled with other services, you can have an attorney give you support at Legalzoom. BUT, the attorney DOES NOT advise you on tax law and does not actually create your trust. At the Law Office of Walter Sowa, III, we are not afraid to answer your tax questions as well as correctly draft your documents in the first place. Where Legalzoom offers “Attorney Support”, The Trust Store offers “Attorney Services.
Annual Legal Check UpWith An Attorney	FREE	Monthly Fee	Once a year ONLY, at Legalzoom, for an additional $20, plus $14.99 every month thereafter (bundled with other items), you can have an attorney review your estate plan and make sure it is up to date. At The Trust Store, you can get a check up for FREE anytime and as many times as you want.
Secure Storage and Deliveryof Your Living Trust	FREE	Monthly Fee	Legalzoom only provides electronic backup of your Living Trust and they do it for an additional $20, plus $14.99 every month thereafter (bundled with other items). At the Law Office of Walter Sowa, III, not only is your Living Trust electronically stored, but all your estate planning legal documents are stored in our fire-proof filing cabinets for FREE for you.
Access to Legalzoom’s forms & 10% savings on documents	N/A	Monthly Fee	After you pay an extra $20, plus $14.99 every month thereafter (bundled with other items), you get a 10% discount on future Legalzoom documents and also you can get one of Legalzoom’s forms. On the other hand, if you decide to keep paying for this possibility which you may or may not use, it will cost you $184.89 the first year and $179.88 for every year, per year, after that, forever. And there is a likely chance that you will need the help of an attorney to properly execute such forms anyhow. Finally, if you decide to stop your $14.99 per month payments, all of the above benefits will be lost and you will have spent all of that money for nothing. Looked at through such a lens, use of these legal forms appear to be neither cheap, nor perhaps, even that useful.
25% Savings on AdditionalAttorney Services	N/A	Monthly Fee	Legalzoom can’t specify what you get here BUT one thing is certain: you will not save on tax attorney services. That is not provided. Instead, this reduced attorney rate (which depends on whatever the attorney is charging hourly at the time) will be reduced by 25%. So, you will receive 25% off of something (an attorney hourly rate which can’t be ascertained), so long as you pay an extra $20, plus $14.99 every month thereafter (bundled with other items). THUS, for a 25% savings off of “some attorney’s hourly rate”, which you may or may not benefit from (depending on whether you utilize a Legalzoom attorney in the future), it will cost you $184.89 the first year and $179.88 for every year, per year, after that, forever.
Typical Complete Living Trust Package* Cost:	$999.00	Prices Start At $1,011.84 +	At Legalzoom, you receive non-attorney drafted form Living Trust Packages.

*A typical Living Trust Package includes optional same day processing and includes a Florida Revocable Living Trust (with FREE revisions for one year), Pour-Over Wills, Financial Powers of Attorney & Advanced Health Care Directives for you & your spouse or partner, as well as preparing & recording a Deed transferring your home to your living trust. Whether you are single, married, or a registered domestic partner however, you will receive everything the Law Office of Walter Sowa, III provides as outlined above, including a Florida Revocable Living Trust, Pour-Over Will(s), Financial Power(s) of Attorney & Advanced Health Care Directive(s) for you (& your spouse/domestic parter), as well as preparing and recording a Quitclaim Deed transferring your home into your living trust for only $399 if the package is purchased on the same day as your free initial estate planning consultation.