Estate Plan Pricing
AVOID PROBATE
MINIMIZE ESTATE TAXES
HAVE PEACE OF MIND

Estate Planning and Probate Administration Services are provided on an hourly basis.
All of our Estate Planning packages include::
  1. Revocable Living Trust
  2. Trust Synopsis (in plain English not legalese)
  3. Separate Schedule "A" - Initial Trust Assets
  4. Pour-over Will(s)
  5. Trust Certification
  6. Durable Power of Attorney for Business Affairs
  7. Advance Health Care Directive
  8. Assignment of Tangible Personal Property
  9. Nomination of Guardian for Minors (if any)
  10. Declaration of Community Property (where appropriate)
  11. Up to one hour attorney time for consultation for up to one year after Completion of trust.
Most clients choose to have complete estate plan packages done because the documents end up being less expensive. However, occasionally situations will arise where a client simply wants an individual document. In those cases, the fees will be less based upon our hourly rates (usually one hour per document).
Individual Estate Planning Document(s) Price
Stand Alone Living Trust (individual) Hourly
Stand Alone Will (individual) Hourly
Stand Alone Will (couples) Hourly
Durable Power of Attorney for Business Affairs Hourly
Advance Health Care Directive Hourly
Nomination of Guardian for Minor Children Hourly
Additional Provisions and or Other Attorney Work Fee
Special needs trust provisions. Usually needed if an heir is handicapped or disabled and receiving government benefits. Protects the heir from losing his or her benefits and stops the government from taking the inheritance. Hourly
Non U.S. Citizens. Unique tax considerations come into play with non U.S. citizens. Special Trust provisions are required. Hourly
Assignment of business interests. Necessary when a client owns a corporation, limited liability company, partnership, or other business entity. Hourly

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