We Offer Flat Fee Estate Planning!

To eliminate the guesswork of how much will your estate plan cost, we offer flat fee estate planning services and publish a clear pricelist upfront, so you know what to anticipate.

All flat fee estate planning packages include notary fees if signing at the office, PDF scanned copies of signed documents, and signed document storage in a secure client portal accessible to you at any time even after the services are completed.

Will Plan - Basic Estate Plan Everybody Needs

Individual $1,200 ♦ Married Couple $1,995

Plan includes:

• A will.
• Durable Power of Attorney.
• Advance Healthcare Directives.
• HIPAA Authorization.
• Living Will.

Essential Living Trust Plan - Probate and Incapacity Protection

Fundamental living trust plan necessary if you own your home and want to avoid probate. This plan provides for outright distribution to your adult beneficiaries.

Individual $1,800 ♦ Married Couple $2,995 

Plan Includes:

• Revocable Living Trust(s).
• Pour-Over Will(s).
• Trust Certificate.
• Personal Property Memorandum.
• Durable Power of Attorney.
• Advance Healthcare Directive.
• HIPAA Authorizations.
• Living Will.
• Trust Funding Instructions.
• Transfer of Primary Residence into Trust.

Classic Trust Plan - Effective Probate Avoidance and Structured Inheritance for Children

Standard revocable living trust plan essential for families with minor children, pets, and others seeking more customization. 

Individual $2,500 ♦ Married Couple $3,650

Plan includes:

• Revocable Living Trust.
• Children's Trusts with structured withdrawal rights.
• Specific Gifts to individuals and/or charitable organizations.
• Caretaker Designations for Pets (pet trust may be added on).
• Pour-Over Will.
• Appointments of guardian for minor children.
• Trust Certificate.
• Durable Powers of Attorney.
• General Healthcare Directive and California Advance Healthcare Directive.
• HIPAA Authorizations and Living Wills.
• Trust Summary and Funding Instructions.
• Transfer of Primary Residence into Trust.

Family Protection Trust Plan - Tax Planning, Asset Protection, and Business Provisions

Individual Plan $3,800 + ♦ Married Couple Plan $4,950 +

More complex revocable trust plan for clients with different distribution provisions for each beneficiary, special needs planning, rental properties, or business interests. The exact fee with an explanation will be provided at the initial meeting.

Plan includes all documents included in the Classic Trust Plan plus the following: 

• Marital and Bypass Trusts upon the first spouse’s death to protect from re-marriages and plan for estate taxes.
• Asset Protection Trusts for children  to protect their inheritance from creditors or divorce.
• Parent Support Trusts.
• Partner Trusts.
• Education Trusts.
• Special Needs Trusts.
• Pet Trusts.
• Business Assignments. S-Corporation, LLC, and C-Corporation provisions.
• Planning for Retirement Accounts.
• Trust Protectors and Distribution Trustees.

Advanced Trust Plan - Sophisticated Estate Planning Protecting Generational Wealth

The fee will be determined after a comprehensive evaluation of the client’s matter.

Plan includes all features of the Family Protection Trust Plan plus: 

• Most advanced wealth transfer strategies to minimize taxation and to maximize and protect the wealth passed down to your beneficiaries.
• Irrevocable Trusts.
• Retirement Account Trusts and Life Insurance Trusts.
• Dynasty Trusts.
• LLCs and holding companies.
• Land Trusts and Other Privacy Protection Strategies.

Additional Services

• Revocation/Amendment of Trust Hourly 
• Trust Transfer Deed or Other Deed Preparation $350 (per deed)
• Prenuptial Agreement/ Postnuptial Agreement $4,500- $6,500
• Review and Certification of Prenuptial Agreement  $1,800
• Property Agreement  $1,500 - $3,500
• Assignment of LLC or Corporate Interests to the Trust $350 - $750 (per entity)
• Young Adult Documents $350
• Durable Power of Attorney $250
• Advance Healthcare Directive and HIPAA Authorizations $250

Payments

Fees are payable at the commencement of services. All flat fee estate planning fees above $5,000 may be divided into 2 payments: 2/3 payable at the beginning of the services; 1/3 at the completion of the document drafts. We will let you know in advance when you need to pay and what the amount will be.

Working with Our Estate Planning Office

Our mission is to take care of each client like they were our only client. Everything that we do within this office is intended to fulfill that goal. When you retain our office for your legal needs, we promise the following:

• You will never have to wait more than 30 days for an appointment. In fact, we try to accommodate all appointments within a week or two from the initial contact.
• Your attorney will always show up to the meeting as scheduled.
• Your emails and voicemail messages will never go unanswered and will usually be responded to within 48 hours.
• You will be communicating directly with your attorney on most, if not all, occasions.
• You will receive updates on the developments of your case and the anticipated timelines for completion of your documents.
• If your matter is time-sensitive, we will not agree to represent you unless we can meet your deadline.
• Your attorney will always take the time necessary to address your concerns, analyze your situation, and answer your questions so you can make an informed decision.
• We will maintain contact and answer your questions even after your estate planning documents are completed. We always welcome you checking in to let us know what has changed in your life.
• We will be transparent and open about our fees. You will know how much our services will cost before you sign the agreement for services, and you will never receive an invoice with additional charges without your prior consent.

We May Not be a Good Fit

If you are looking for a law firm just to prepare template estate planning documents, we are not a good fit. All of our plans are custom drafted and individually tailored to you and your family.

If you are looking for an estate planning attorney who will not try to get to know you and ask personal questions, we are not a good a fit. The nature of our services is deeply rooted in knowing our client, their family, and their asset situation well in order to provide the best care.

If you cannot follow and respect our office’s procedural and administrative policies, we are not a good fit. Our attorney-client relationship can only be maintained if we have mutual trust and respect for each other’s time.

If you are looking for a law firm that is the cheapest, we are not a good fit. We set the fees for our services based on the value provided to client.

But if you want an attorney who is not only honest, experienced, and responsive but also committed to maintaining a lasting relationship with you and your family, we may be a great match.