Simple, Flat-Fee Estate Planning

We start with a complimentary virtual meeting to cover the basics, learn about you, and piece together your plan. Your attorney then drafts your plan and sends you a video review along with the initial drafts to help explain how they work together and cut through the legalese. We discuss updates/questions together until we agree all looks perfect, then our mobile notaries will sign with you at home around your schedule. There's no need to take time off of work or sit in traffic just to come into a law office - we'll come to you and make things as easy as possible!

On average 2-3 weeks between the initial drafting and finalization after review, depending on your wishes. You can take as much time as you need to review your plan and work through questions though, so no rush. Expedited plans available as well, just tell us your timeline when we first talk.

No! Why sit through traffic or take multiple days off work just to come into an attorney's office? Our convenient approach allows us to come to you without losing the touch of personal service. When your plan is ready to sign, our partnered mobile notary will come to you around your schedule to finalize everything. Stay in touch with your attorney anytime via phone, text, email, or Zoom, at your preference, without losing any valuable time.

To give you an honest answer here we really need to know what we're creating for you first. Not all Trusts are the same nor are they all created equal. Your plan should be a customized solution crafted to fit your wishes, goals, and assets, so there are many variables that may change exactly what we set up together or how we custom tailor it. Remember, you're not shopping for documents, you're looking for effective Legal Counsel to best protect your loved ones and safeguard your Estate. That being said, an average Trust Based Estate Plan will be in the $3,000-$5,000 range depending on exactly what all is needed to best accomplish your goals. 

No! Unlike a surprising number of estate plans in the marketplace, our plans are completely customized to fit your needs. We can use a flat-fee structure for most of our plans because we’ve been doing this long enough that we know what most of our clients are going to want at least generally, and we’ve probably already drafted similar provisions that we can further customize to your needs. That allows us to project how much time we’ll likely be spending on your plan and arrive at a flat-fee that works for both parties. That said, more complex wishes (i.e- we need a spreadsheet to map out all of your contingencies), specialized clauses, or unique situations may cause your plan to be quoted a higher price than our typical base flat fees. We will not include any surprises in your bill though, you will know your quote well before we ever agree to work with one another.

Absolutely! Recording your primary home trust transfer deed with your County Recorder is included in our flat rate. Additional fees apply for secondary properties, but we will absolutely take care of recording all deeds for California properties at the County on your behalf. We'll also guide you on getting financial accounts into the trust as well. This step is key to helping your family avoid Probate.

A trust is a legal arrangement in which a named person (trustee) holds and manages assets for the benefit of a someone else (beneficiary). There are many different types of trusts, each designed to meet specific needs and goals. Trusts can provide many benefits, such as avoiding probate, minimizing taxes, protecting assets from creditors, and ensuring that assets are distributed according to your wishes. For example, if you want to ensure that your assets are distributed to your heirs in a certain way or at a certain time (and without going through Probate Court), a trust can provide the necessary structure and control to achieve those goals.