Services & Pricing

Services & Pricing 

I believe in pricing transparency. I never want my clients to be surprised by a bill in the mail. And I don't want them to be afraid to pick up and call if they have a question or an issue to discuss. So, I've created fixed-fee packages to ensure that you know what you're paying for up front. 

Click on any of the package names below and you'll jump to the description. 

Estate Planning

Estate Settlement

Comprehensive Estate Plan

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
  • Trust-funding toolkit

If you have minor children, this package includes a family-emergency action plan. 

If you own a home, I will prepare and record the deed transferring your home into the trust. An additional property (i.e. rental property) is included in the flat rate. 

If you own a small business, I will prepare the transfer document to change ownership into the trust's name. 

Estate Plan Protection

Your estate plan is not set-it-and-forget-it. An estate plan must be continuously reviewed and updated as necessary to ensure that it works as intended. To make sure your plan works, I also include the following in my packages: 

  • Unlimited phone calls and emails for life
  • Unlimited estate plan reviews for life
  • Unlimited trust amendments for life
  • Unlimited trust restatements for life

Pricing

Single client - $4,000

Couples - $5,000

Documents-Only Estate Plan

This package includes a revocable living trust plus a pour-over will, durable power-of-attorney, and healthcare directive for each client. If you have minor children, you'll also receive guardianship nominations. The package also includes the preparation of up to two deeds and one small-business or partnership transfer document. 

With this package, you will be responsible for having your documents signed and notarized and recording any deeds. 

Pricing

Single Client - $1,000

Married Couples - $1,250

Additional transfer documents (deeds, LLCs, corporations, etc.) are $150 each. 

This is an advice-only consultation for up to 45 minutes. It can be used for any estate-planning-related purpose. 

Cost - $350

Trust Administration and Probate

Fees for trust administration will be determined after an evaluation of the work necessary to administer the estate.

Probate attorney fees will be determined by the probate judge according to the California Probate Code. 

Beneficiary Counseling Package

This is an advice-only package for individuals who are the beneficiaries of another's last will and testament or trust. The package includes an initial consultation, beneficiary checklist, and a follow-up consultation. Each consultation is up to 90 mins. 

Pricing

This package costs $1,500 for a single beneficiary. Each additional beneficiary costs $500. 

Fiduciary Counseling Package

This is an advice-only package for individuals who have been nominated as an executor of a will or successor trustee of a revocable living trust. This package includes the review of the relevant estate planning documents, fiduciary checklist, and a consultation of up to 90 minutes. 

Pricing

This package costs $1,000.

More Information

What Payments Do You Accept?

I accept check, debit card, and credit cards.

Do You Offer Payment Plans? 

Yes, I offer payment plans. We can discuss the details during your planning session. 

More Questions? 

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