Not many law firms will discuss fees upfront. We aim to break that trend and be fully transparent with our costs. Our services are priced based upon what type of plan we’re setting up and the level of service you select.

Estate Planning Services

Type of Plan

Trust Transfer Deeds: $250 for first property, $300 for all others. Includes title search, deed preparation, and County recording fees.
*Primary home trust transfer deed included with Full Service level of service.
Notarization included with Full Service and Attorney Review, Guidance, and Document Completion levels of service. 

SOFTWARE BASED PLANS BELOW (DIY WITH/WITHOUT ATTORNEY ASSIST, DIY WITH ATTORNEY REVIEW, GUIDANCE, AND COMPLETION) MAY BE ACCESSED BY CLICKING HERE: https://myplan.estatelock.com/login

Trust Based Plan

DIY without Attorney Guidance
(Single/Married)

$599 / $699

DIY with Attorney Review
(Single/Married)

$899 / $999

Attorney Review, Guidance, and Document Completion (Single / Married)

$1,599 / $1,699

Full Service Traditional Estate Planning (Virtually) (Single / Married)

$2,500 / $3,000

Will Based Plan

DIY without Attorney Guidance
(Single/Married)

$199 / $299

DIY with Attorney Review
(Single/Married)

$499 / $599

Attorney Review, Guidance, and Document Completion (Single / Married)

$1199 / $1299

Full Service Traditional Estate Planning (Virtually) (Single / Married)

$1800 / $2000

Powers of Attorney

DIY without Attorney Guidance
(Single/Married)

$50 / $100

DIY with Attorney Review
(Single/Married)

$200 / $350

Attorney Review, Guidance, and Document Completion (Single / Married)

$400 / $500

Full Service Traditional Estate Planning (Virtually) (Single / Married)

$500 / $600

What’s Included in Our Estate Planning Packages?

Trust Based Plans

 Revocable Living Trust

Continuing Lifetime Trusts for beneficiaries

Optional tax advantaged AB trust planning

Schedule of Assets

Certification of Trust

Trust Funding Guide

Personal Property Gift List

Pour-Over Will

Guardianship Nominations

Durable Power of Attorney for Financial Decisions

Advance Health Care Directive for Medical Decisions (Living Will)

HIPAA Authorization

Will Based Plans

Last Will & Testament

Guardianship Nominations

Durable Power of Attorney for Financial Decisions

Advance Health Care Directive for Medical Decisions (Living Will)

HIPAA Authorization

Powers of Attorney

Durable Power of Attorney for Financial Decisions

Advance Health Care Directive for Medical Decisions (Living Will)

HIPAA Authorization

What Are The Different Levels of Service?

DIY without Attorney Guidance

DIY without Attorney Guidance

Utilize our online software to build your customized estate plan using the same documents and options we use every day. If you’re happy with the plan you build online and are comfortable completing the plan with the help of our funding guide, this is our most economical option. We’ll ship your completed documents to your door and you’ll carry it across the finish line. No Attorney-Client relationship is formed with this level of service.

DIY with Attorney Review

DIY with Attorney Review

If you’re happy with the plan you’ve built in our online software but would feel most comfortable with an attorney reviewing your plan with you, this is the plan for you. In a virtual meeting your attorney will review the plan you’ve created to cover the highlights, explain how everything works together, and personally guide you on completing your plan. Afterwards your plan will be shipped to your door and our funding guide will help you complete the final steps. A limited Attorney-Client relationship is formed with this level of service, to ensure you understand the plan you have built and how it will function.

Attorney Review, Guidance, and Document Completion

Attorney Review, Guidance, and Document Completion

If you’d like an attorney to review your plan with you and also assist with executing your plan (while still saving some $), our most comprehensive software based plan is for you. In a virtual meeting your attorney will review your plan in depth, explain how everything works together, answer any questions you may have, and personally guide you on completing your plan. After your review appointment we’ll prepare final documents and schedule another time to sign/notarize everything with you. A full Attorney-Client relationship is formed with this level of service and we will make suggestions for potential ways to optimize your plan if needed as we talk through the details.

Deed Services

Deed Services

We offer deed preparation and recording services that may be added to any level of service above. We’ll search property records to find your most recent deed, prepare a trust transfer deed, and record the deed with the County Recorder on your behalf. Transfers between family members prior to transfer into a trust may be added as well. Title search, deed preparation, and County Recording Fees are included in the cost.

**Deed services not offered for properties located in Hawaii. Contact us for a referral if you have property in Hawaii that needs to be placed in Trust.

Full Service Traditional Estate Planning (Virtually)

Full Service Traditional Estate Planning (Virtually)

Full Service Traditional Estate Planning (Virtually) This is what most people think of estate planning with a law firm, but delivered virtually. We’ll have an initial consultation to discuss estate planning in detail, answer any questions you may have, and decide together how to structure your estate plan. We’ll utilize a questionnaire to gather the basic information needed, and then your attorney will draft your plan. When drafts are ready you will have time to review and talk through any questions/updates with your attorney. Once a final plan is agreed upon, we will schedule a time to sign/notarize everything with you, we’ll take care of recording your deeds at the County Recorder, and we’ll walk you through specifically any remaining steps to fund your trust. A full Attorney-Client relationship is formed with this level of service and we will personalize all of your documents based upon your wishes and goals.