Fee Schedule

img-life-insurance.jpg

Initial consultations regarding estate plans are free.

Basic Trust Packages:

For married couples, the basic trust package includes a living trust, two pour-over wills, and one California deed to transfer the clients' residence to the trust. The price of a basic trust package for married couples starts at $2,175.

For married couples whose net worth is in excess of $10 million (2013 Federal Estate Tax limit) requiring an AB Trust, the price of a basic trust package starts at $2.675.

For single persons, the basic trust package includes a living trust, one pour-over will, and one California deed to transfer the client's residence to the trust. The price of a basic trust package for a single person starts at $1,875.

Premium Trust Packages:

For married couples, the premium trust package includes a living trust, two pour-over wills, one California deed to transfer the clients' residence to the trust, two advance health care directives, and two durable powers of attorney for financial purposes. The price of a premium trust package for married couples starts at $2,375.

For married couples whose net worth is in excess of $10 million requiring an AB Trust, the price for a premium trust package starts at $2,875.

For single persons, the premium trust package includes a living trust, one pour-over will, one California deed to transfer the client's residence to the trust, one advance health care directive, and one durable power of attorney for financial purposes. The price of a premium trust package for a single person starts at $1,975.

Deeds: The fee for additional deeds for trust packages start at $335 per deed for California real property, this includes preparation, signing, notarization, recordation of the deed, and recording fees. Fees may be higher for out-of-state deeds, depending on the recording fees charged by each county.

Fees quoted for estate plans listed above are flat fees. They include all of the meetings and telephone calls needed to discuss the details of the estate plan, modifications to the estate plan in the draft stages, notarizations, recording fees, and witnessing.

Other Fees:

Wills (that are not part of a trust package): start at $465 per person, and at $950 per married couple, or registered domestic partners, this includes witnessing and three copies of each will.

Health Care Directives (that are not part of a trust package): start at $385 per person, and at $525 per couple.