Estate Planning - Wills and Trusts

 

 

Whether you are starting your estate planning process, updating an existing trust or will, or have concerns about providing for young children or other loved ones, we can help. 

Please call to discuss your specific concerns and possible options.


What is an estate plan? An estate plan addresses what will happen when a person becomes incapacitated or dies and typically includes the following:
 

last will testament.jpg

Last Will and Testament

A will contains instructions on what to do with your  assets (such as homes, cars, etc.) after death. 

revocable trust

Revocable Trust

A trust contains instructions on how to manage your assets while you are alive and also how to distribute your assets after death.

advance health care directive

Advance Health Care Directive

An advance health care directive contains instructions for medical care should you become incapacitated.

Power of Attorney

Power of Attorney

A power of attorney names a trusted individual to handle your financial affairs if you are unable to manage them.

 

Estate Planning Fees

WILL PACKAGES starting at:

 

Individual: $1,000

  • Will

  • Power of Attorney for Finances

  • Advance Health Care Directive

  • HIPAA Authorization

Couple: $1,750

  • Wills (2)

  • Powers of Attorney for Finances (2)

  • Advance Health Care Directives (2)

  • HIPAA Authorizations (2)

TRUST PACKAGES* starting at:

Individual: $1,500

  • Revocable trust

  • Pour-Over Will

  • Power of Attorney for Finances

  • Advance Health Care Directive

  • HIPAA Authorization

  • Nomination of Guardianship if applicable

  • Certificate of Trust

Couple: $2,750

  • Revocable trust

  • Pour-Over Wills (2)

  • Powers of Attorney for Finances (2)

  • Advance Health Care Directives (2)

  • HIPAA Authorizations (2)

  • Nomination of Guardianship if applicable

  • Certificate of Trust

ADDITIONAL SERVICES AND FEES

  • Review and/or modification of existing estate plan – $350 per hour.

  • Power of Attorney for finances - $150

  • Advance Health Care Directive - $150

  • Nomination of Guardianship - $150

  • Grant deed and PCOR for California property - $350 plus recording fees. 

* Does not include federal estate tax planning. Fees are based on standard packages. Complex situations may require additional fees.