Pricing + Services
Investment: Packages +
Pricing
ESTATE PLAN WITH TRUST (INDIVIDUAL)
Living Trust
Will
Power of Attorney
Medical Directive
Certificate of Trust
Deed
Assignment
Investment: $3000
ESTATE PLAN WITH TRUST (COUPLE)
Living Trust
Two Wills
Two Powers of Attorney
Two Medical Directives
Certificate of Trust
Deed
Community Property Agreement
Assignment
Investment: $3500
ESTATE PLAN WITH WILL (INDIVIDUAL)
Will
Power of Attorney
Medical Directive
Investment: $1000
ESTATE PLAN WITH WILL (COUPLE)
Two Wills
Two Powers of Attorney
Two Medical Directives
Community Property Agreement
Investment: $1500
TRUST ADMINISTRATION
Advising Trustees in the administration of a trust, including but not limited to fulfilling legal obligations of notice, the transfer of real property and financial accounts, coordinating the inventory and appraisal of all trust assets, filing Heggstad petitions when applicable to avoid probate, coordination with experts on tax obligations, and final distribution of trust funds.
Investment: $400/hour
PROBATE
Representing the Administrator or Executor of the estate in court proceedings. Prepare and file court petitions, appear on behalf of client, fulfilling legal obligations of notice. Oversee the transfer of real property and financial accounts, coordinating the inventory and appraisal of estate assets for the probate referee, coordination with experts on tax obligations and accounting, and final distribution of the estate.
Investment: Statutory Fees per Probate Code 10810
HOURLY WORK
Consultations, simple amendments to an existing estate plan, additional transfers of real property, review of an existing estate plan, and any other document preparation not otherwise included.
Investment: $400/hour
Note: This reflects the general cost of services for clients within 15 miles of Walnut Creek, California. Additional costs include real estate recording fees and notary fees. More complex estate plans and assets may result in an increased fee. Each client will agree to and sign a written fee agreement before an attorney-client relationship is established.