Oza Law
805-765-1221
Estate Planning - Wills and Trusts
Are you starting your estate planning process, updating an existing trust or will, or are concerned about providing for young children or other loved ones? We can help.
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Just have general questions? We can help.
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 and Testament
A will contains instructions on what to do with your assets (such as homes, cars, etc.) after death.
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
An advance health care directive contains instructions for medical care should you become incapacitated.
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
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WILL PACKAGES starting at:
Individual: $1,250
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Will
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Power of Attorney for Finances
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Advance Health Care Directive
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HIPAA Authorization
Couple: $1,750
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Wills (2)
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Powers of Attorney for Finances (2)
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Advance Health Care Directives (2)
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HIPAA Authorizations (2)
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TRUST PACKAGES* starting at:
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Individual: $1,950
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Revocable trust
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Pour-Over Will
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Power of Attorney for Finances
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Advance Health Care Directive
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HIPAA Authorization
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Nomination of Guardianship if applicable
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Certificate of Trust
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Couple: $2,950
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Revocable trust
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Pour-Over Wills (2)
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Powers of Attorney for Finances (2)
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Advance Health Care Directives (2)
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HIPAA Authorizations (2)
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Nomination of Guardianship if applicable
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Certificate of Trust
ADDITIONAL SERVICES AND FEES
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Review and/or modification of existing estate plan – $350 per hour.
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Power of Attorney for finances - $150
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Advance Health Care Directive - $150
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Nomination of Guardianship - $150
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Grant deed and PCOR for California property - $350 plus recording fees.
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* Does not include federal estate tax planning. Fees are based on standard packages. Complex situations may require additional fees.