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’ve designed three comprehensive estate planning packages to help you achieve your goals. Each of these packages are flat fee, which means the price you see is the price you pay. No billable hours and no surprises expenses.

My Packages

Click the links below to explore each package or just scroll down.  

No matter which package you select select, your wishes will be carried out and your assets will avoid expensive probate proceedings.

The first step for any of the packages is to book a Planning Consultation. 

TRUST

$2,000 for single client; $3,000 for couples

This package includes all documents 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)

It also includes transfer deeds for your primary residence and one other property located California, as well as transfer documents for a small business or partnership interest. Finally, you’ll receive a set of fiduciary letters, which inform the people you’ve selected to be a part of your plan (successor trustee, financial agent, etc.) about their roles and responsibilities. 

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, 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.

Review Consultation

Once your plan has been drafted, we’ll review it by phone during a Review Consultation. The documents will be updated with any updates necessary. We’ll discuss what’s left to do and how to ensure your plan works.

document delivery

After the Review Consultation, I will finalize and print your documents, which will be delivered to your home via priority mail. Along with the plan documents, you’ll also receive a guide to your estate plan, which includes instructions for signing your documents, funding your trust, and ensuring that your plan works as designed..

what you'll be responsible for

Once you receive your final documents, you’ll be responsible for the following steps to complete your plan:

  • Signing and notarizing the documents
  • Recording any real-estate deeds prepared (in the county where the property is located)
  • 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
  • Mailing your fiduciary letters to the people you selected to be a part of your plan (successor trustee, healthcare agent, minor’s guardian, etc.)
  • Scanning your documents and uploading them into my secure client portal

Your plan will not work if you do not complete these steps. Detailed instructions will be provided in the guide to your estate plan.

Best for

This package is best for families who:

  • Are considering DIY online documents, but would prefer to consult with a lawyer
  • Are confident that they’ll be able complete the required steps (signing and notarizing, deed filing, and trust funding) once they receive the final documents and instructions

TRUST Plus

$5,000 for single client; $6,000 for couples

This package includes everything in the TRUST package, except that:

home signing

I will assemble your documents into a signing binder, ship it to you, and have a mobile notary conduct the signing at your home. You’ll return the binder to me for processing.

Deed recording

I will record any real estate deeds prepared in connection with your plan. The package includes the deed filing fees for your primary residence and one other property located in California.

presentation binder

After receiving the signed documents from you, they’ll be scanned and uploaded into my secure client portal, assembled into a presentation binder, and returned to you.

Free Amendments for life

Need to add a new child or switch your successor trustees once your children are grown? No problem. You're entitled to the following amendments for free for life: (i) adding children, (ii) switching successor trustees, (iii) adding/removing specific gifts, and (iv) adding/removing beneficiaries. 

**Trust restatements (i.e., major restructuring of trust) and amendments/revocations following divorce or separation are excluded.**

unlimited calls, emails, and review of funding documents for life

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).

fiduciary letters

I will mail fiduciary letters to the people you selected to be a part of your plan (successor trustee, healthcare agent, minor’s guardian, etc.).

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

TRUST Premium

$8,000 for single client; $9,000 for couples

This package includes everything in TRUST Plus, except that:

Funding consultation

After the documents have been signed, we’ll have a Funding Consultation where we go through your assets account by account and create a trust funding plan.

document preparation

Once you obtain transfer documents (beneficiary, payable-on-death, and/or transfer-on-death designation form) for all your financial accounts, I will prepare them with your trust information.

accountability

I’ll keep checking in with you until every last asset has been either transferred to the trust or connected to the trust via beneficiary designation.

what you'll be responsible for

You’ll be responsible for obtaining and submitting the transfer documents necessary that have been prepared. If a transfer document can be mailed, I will handle it. 

Best for

This package is best for families who:

  • Want the peace of mind of having an estate plan, but are too busy to take primary responsibility for getting the trust funding
  • Aren't comfortable preparing beneficiary, payable-on-death, and/or transfer on death designations 

More Information

What Payments Do You Accept?

I accept check, debit card, and credit cards.

Do You Do Probate or Trust Administration?

Sure do! Call or email and we can discuss what's going on. 

More Questions? 

If you have any more questions about planning with me, feel free to call or shoot me an email.