E F F I C I E N C Y M E E T S S T R A T E G I C L E G A C Y P R O T E C T I O N
Estate Planning Start to Finish, Typically Within 2-3 Weeks.
No Lengthy Forms.
Work One-On-One with the Attorney.
E F F I C I E N C Y M E E T S S T R A T E G I C L E G A C Y P R O T E C T I O N
A California Estate Planning & Inheritance Rights Law Firm
PROBATE FEES
Probate fees are based on the gross value of the decedent's estate as described in California Probate Code section 10810 which states:
4% of the first $100,000;
3% of the next $100,000;
2% of the next $800,000;
1% of the next $9,000,000; and
0.5% of the next $15,000,000.
A reasonable amount is determined by the court for amounts above $25,000,000.
Extraordinary Fees may apply.
The client will be responsible for costs such as court costs, court fees, and publication fees where applicable.
An initial retainer of $2,500.00 to cover these fees will be required.
ESTATE PLANNING PACKAGES
No Hidden Fees
1
Basic Plan
protect your family from probate
INCLUDES:
-
Temporary Will at time of Wishes (optional)
AVOID PROBATE
-
Living Trust
-
Certification of Trust
-
Assignment of Personal Property
-
Pour-Over Will
-
(1) Trust Transfer Deed of Primary Residence
-
Notary Cost Included
-
Recording Fee Included
-
Original Documents and an electronic copy
-
Binder
CLIENT-DRIVEN TRUST FUNDING
-
Advice for transferring other assets to the trust (client-directed)
LIMITED ATTORNEY ACCESS
-
Attorney access only during the drafting process related to the creation of the documents
Individual (total)
$3,250.00
Married Couple (total)
$3,650.00
2
Premium Plan
protect your family from probate & conservatorship process
INCLUDES:
-
Temporary Will at the time of Wishes (optional)
AVOID PROBATE
-
Living Trust
-
Certification of Trust
-
Assignment of Personal Property
-
Pour-Over Will
-
(1) Trust Transfer Deed of Primary Residence
-
Notary Cost Included
-
Recording Fee Included
-
Original Documents and an electronic copy
-
Binder
AVOID CONSERVATORSHIP
-
Durable Power of Attorney
-
Advance Health Care Directive
LIMITED TRUST FUNDING ASSISTANCE
-
Guidance with transferring money assets into the trust
ATTORNEY ACCESS
-
Complimentary One (1) Scheduled Phone Call with the Attorney to Check-In/Review Funding 30 Days After Signing
-
Complimentary One (1) 30-minute Meeting with Attorney as Final Review of Funding Completion 90 Days After Signing
Individual (total)
$3,850.00
Married Couple (total)
$4,650.00
3
Comprehensive Legacy & Asset Protection Planning Package
INCLUDES:
-
Temporary Will at the time of Wishes (optional)
AVOID PROBATE
-
Living Trust
-
Certification of Trust
-
Assignment of Personal Property
-
Pour-Over Will
-
(1) Trust Transfer Deed of Primary Residence
-
Notary Cost Included
-
Recording Fee Included
-
Original Documents and an electronic copy on a flash drive
-
Binder
AVOID CONSERVATORSHIP
-
Durable Power of Attorney
-
Advance Health Care Directive
TRUST FUNDING ASSISTANCE +
-
Complimentary Review of Trust/Trust funding in 3 months
-
Up to 2 Additional Trust Transfer Deeds for Rental/Commercial Properties at the time of execution of Trust document
-
Full Trust Funding Audit + Completion Plan
-
Step-by-step implementation support
-
Asset Alignment Review
-
Beneficiary designation review (IRA, 401k, life insurance) in 3 months
AFTERLIFE TRUST ADMINISTRATION ADVICE FOR FAMILY
-
Trust Administration Roadmap (Post-Death Guide)
-
Complimentary one (up to 1 hour) Family Wealth Meeting (optional), a guided family meeting where the attorney walks through the roles (trustee, executor, etc.) to reduce future conflict and confusion -- MUST BE SCHEDULED WITHIN 3 MONTHS OF SIGNING DOCUMENTS --
PRIORITY ATTORNEY ACCESS
-
Priority access to an attorney + ongoing guidance for 3 months
Individual (total)
$5,850.00
Married Couple (total)
$6,650.00
Additions to Plans
Additions to Plans
Special Needs Trust For
Disabled Beneficiary within Living Trust
starting at $950.00
Gun Trust in Living Trust
For California Gun Collectors
starting at $650.00
Pet Trust in Living Trust
starting at $350.00
Additional Residential or Commercial Properties Trust Transfer Deed
starting at $600.00 per property
Additional Inter-Spousal Deed
starting at $600.00 per property
How much are Amendments/Changes
to an existing Estate Plan?
New Power of Attorney or Advance Health Care Directive: $150.00 each
New Last Will and Testament: $175.00
Amendment/Restatement to Trust: Starting at $1250.00
Own Additional California Properties?
Need to Remove Someone from title?
Each additional deed will cost the following:
$500.00
Additional Cost:
Notary Fee: $15 Per Signature
Recording Fee: $108.00
TRUST ADMINISTRATION
Trust Transfer/ Grant Deed
$500.00
Additional Cost:
Notary Fee: $15 Per Signature
County Recording Fee: $108.00
Affidavit of Death of Trustee
$500.00
Additional Cost:
Notary Fee: $15 Per Signature
County Recording Fee: $108.00
Certification of Trust
Attorney Fee: $400.00
Notary Fee: $15 Per Signature
Proposition 13/Proposition 19 Assessor Documents
Attorney Fee: $175.00
Disclaimer of Interest/Waiving Inheritance
Attorney Fee: $750.00
Settlement Agreement
Attorney Fee: Starting at $3,500.00
Advising Trustee/Beneficiary
Attorney Fee: $500.00 per hour
OTHER SERVICES:
HEGGSTAD PETITION:
Attorney Fee: $500/hour
SPOUSAL PROPERTY PETITION (Uncontested)
Attorney Fee: $6,500 (+$2,500 for each additional property) Court Cost: approximately $550.00
Recording Fee: $140.00 per property
CONSERVATORSHIP - PROBATE OR LIMITED
Conservatorship of Person (Uncontested)
Attorney Fee: $6,500
Court Cost, Filing Fees, and Mailing are additional.
Conservatorship of Estate (Uncontested)
Attorney Fee: $8,500
Court Cost, Filing Fees, and Mailing are additional.
Conservatorship of Person & Estate (Uncontested)
Attorney Fee: $10,500
Court Cost, Filing Fees, and Mailing are additional.