Warning: sprintf(): Too few arguments in /home/customer/www/theoestateplanning.com/public_html/wp-content/plugins/wpseo-local/src/presenters/geo/position-presenter.php on line 33

Pricing

Ready to get estate planning off your to-do list?  

You’re here because you want to get your estate plan done. So, stop putting it off and take action!

Once you do, you’ll have the peace of mind of knowing that your family is protected and that your loved ones will stay out of court and out of conflict.

Full Transparency

I believe strongly in price transparency. I want my clients to know exactly how much my services will cost before we agree to work together. Likewise, I want my clients to know exactly what I’ll be responsible for—and what they’ll be responsible for—to fully complete their estate plan. 

Flat Fees

I offer flat-fee packages, which means the price you see is the price you pay.

No billable hours and no surprises expenses.

My Packages  

Comprehensive Estate Plan

$5,000 for an individual client
$6,000 for a couple (married or domestic partners)

This packages includes every document needed to create a comprehensive estate plan to protect your family and preserve your wealth. You will receive the following:

  • Revocable living trust
  • Pour-over will
  • Durable power-of-attorney
  • Advance healthcare directive
  • HIPAA waiver
  • Final disposition instructions
  • Guardianship nominations (if you have minor children)

This package also includes:

  • 2 transfer deeds for real properties located within California (primary residence plus one other property), including the deed recording fee.
  • Transfer document(s) for any family business or investment property (e.g., s-corporation, single-member LLC)

The process

Planning Consultation
The first step is to design your estate plan during a Planning Consultation. During this meeting, which will be held via Zoom videoconference or at my Manhattan Beach office, you’ll select the people you want involved in your plan (successor trustee, healthcare agent, minor’s guardian, etc.) and decide how to divide and distribute your assets upon your passing. I’ll answer any questions you have about your estate plan and how it works.

After this meeting, my goal is to have a draft prepared for your review within 5-7 business days from the Planning Consultation.

Review Consultation
Once your plan has been drafted, we’ll review it via Zoom video conference during your Review Consultation. The documents will be updated with any updates necessary.

Signing
You can choose between an at-home signing or a signing at my office.

If you choose an at-home signing, I will ship your documents to you in a fully organized, tabbed binder, along with detailed instructions and a checklist. I will arrange for a mobile notary to come to your home to conduct the signing. After the signing, you’ll return the documents to me for processing using a return shipping label.

Deed Recording
Once I receive your documents, I will record any deeds that I prepared. If necessary, I will work with the county recorder to ensure that your documents are accepted and properly recorded.

Funding Consultation
After your documents have been returned back to you, we’ll have a final meeting, the Funding Consultation. At this meeting, we’ll complete a funding checklist to guide you as complete the trust funding process.

Unlimited Communication

You’ll be entitled to unlimited calls and emails regarding your estate plan and the trust funding process for life. I will also review and comment on any document you obtain and prepare to fund your trust (e.g., beneficiary designations).

What You’ll be Responsible For

Under this package, you’ll be responsible for obtaining and updating beneficiary, payable-on-death, and/or transfer-on-death designations for your bank accounts, investment accounts, retirement accounts, life insurance, and other financial accounts.

But, as detailed above, you be entitled to unlimited communication and unlimited document reviews regarding this part of the process.

Best For

This package is best for families who:

  • Want the assurance of knowing that everything has been taken care of properly
  • Value the security of knowing that they can talk to a lawyer about their estate plan or living trust whenever a question or issue arises

Get Started

To get started, click the button below to schedule your Planning Consultation. The cost to schedule a Planning Consultation is $300, which will be applied to the cost of your package.

Trust Amendment Package

$750 to $4,000

This package is for clients that already have a fully funded revocable trust. In other words, (1) you have a trust that has already been signed and notarized, (2) the deeds for any real estate you own in California have been properly recorded, and (3) your beneficiary designations for financial accounts (bank, retirement, investment, life insurance, etc.) are up to date and/or your assets have already been transferred into the trust.

Trust Review Consultation
The first step is to schedule a Trust Review Consultation. Prior to this consultation, you’ll need to send me a copy of your complete estate plan, including the original trust documents and all amendments, as well as any other estate-planning documents you have (wills, powers-of-attorney, healthcare directives).

During the consultation, I’ll provide a review of your documents so that you understand exactly what your current plan says, its strengths and weaknesses, and, if necessary, I’ll suggest potential improvements.

If you decide to make any of the changes we discuss, I will quote you a price on the work that needs to be done. As ballpark figures, a simple trust amendment typically runs about $1,000, whereas a complete restatement is $4,000. Those figures include the cost of the Trust Review Consultation.

Exclusions
This package is only for fully funded trusts. Likewise, this package does not include the preparation of any other estate planning documents besides the trust amendment. If you want to update a trust that isn’t properly funded or if any other document (e.g., will, power-of-attorney, healthcare directive, etc.) needs to be updated, you would need the Comprehensive package.

Get Started

To get started, email Robert to set up your Trust Review Consultation. The cost is $750, which is due at the time of your booking. If you choose to move forward with your trust amendment, the $750 will be applied to your flat rate fee.

More Information

What Payments Do You Accept?

I accept check, debit card, and credit cards.

Do You Do Probate or Trust Administration?

Yes, but I am only able to accept a small number of estate administration matters.

Schedule a phone call or email and we can discuss what’s going on. 

More Questions? 

If you have any more questions about planning with me, please get in touch.