Trust & Estates Packages
Basic Living Trust Package
Ideal for estates valued under $1M
Flat Fee: $3,500 (up to 5 hours, standard rates apply thereafter)
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This package is ideal for single or married individuals with estates valued under $1 million and simple asset structures. Our clients are those seeking a straightforward and reliable solution to protect their assets and ensure their wishes are carried out.
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Our Basic Living Trust Package includes:
Living Trust Creation: A clear and straightforward trust designed to protect your assets and ensure your wishes are followed. Includes up to 3 beneficiaries with simple bequests.
Pour-Over Will: Ensures any assets not already included in the trust are appropriately transferred to the trust.
Durable Power of Attorney: Allows someone you trust to manage your financial and legal matters if you are unable to do so.
Advance Health Care Directive: Clearly states your medical wishes, relieving your family from making difficult end-of-life decisions.
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Initial Consultation: We’ll review your assets, family structure, and goals to ensure this package meets your needs.
Information Gathering: You’ll provide details about your beneficiaries, assets, and any specific wishes for your estate.
Document Drafting: We’ll draft your Living Trust, Pour-Over Will, Durable Power of Attorney, and Advance Health Care Directive.
Review and Revisions: You’ll have the opportunity to review all documents and request any necessary changes.
Final Signing: Once approved, we’ll schedule a signing appointment to finalize and execute the documents.
Complex Living Trust Package
Ideal for estates valued over $1M
Flat Fee: $7,500 (up to 10 hours, standard rates apply thereafter)
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This package is ideal for single or married individuals with estates valued over $1 million and complex asset structures. It is designed for those who require advanced estate planning to address unique situations, multiple beneficiaries, or specific distribution requirements.
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This advanced package includes all the essentials of the Basic Living Trust package, plus additional features tailored for more complex estate needs:
Living Trust Creation: Customized to accommodate larger estates and complex asset structures.
Pour-Over Will: Ensures any assets not initially included in the trust are seamlessly transferred to the trust.
Durable Power of Attorney: Empowers a trusted individual to manage your financial and legal matters as needed.
Advance Health Care Directive: Clearly outlines your end-of-life medical wishes to reduce family stress.
Additional Features:
Multiple Beneficiaries: Allows for detailed distribution plans across multiple recipients.
Spendthrift Clauses: Protects assets from mismanagement of inheritances, e.g. restricting how funds can be used, when they will be distributed, circumstances under which distributions shall occur, and other necessary situations or circumstances.
Custom Provisions: Incorporates unique situations or specific needs to ensure your trust fully aligns with your goals.
This package is designed to handle the complexities of larger estates with precision and care.
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Initial Consultation: We’ll review your assets, family structure, and goals to ensure this package meets your needs.
Information Gathering: You’ll provide details about your beneficiaries, assets, and any specific wishes for your estate.
Document Drafting: We’ll draft your Living Trust, Pour-Over Will, Durable Power of Attorney, and Advance Health Care Directive.
Review and Revisions: You’ll have the opportunity to review all documents and request any necessary changes.
Final Signing: Once approved, we’ll schedule a signing appointment to finalize and execute the documents.
Special Needs Trust
For individuals with specific needs
Flat Fee: $6,000 (up to 10 hours, standard rates apply thereafter)
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This package is designed for individuals with specific needs, including medical, physical, mental, or behavioral challenges. It is ideal for families seeking to protect government benefits while ensuring the beneficiary’s assets are managed to support their quality of life.
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Protection of Government Benefits: Ensures the trust is structured to preserve eligibility for vital government programs like Medicaid or SSI.
Asset Management: Provides careful oversight and management of assets to enhance the beneficiary’s quality of life without jeopardizing benefits.
Customized Terms: Tailored to meet the unique circumstances and needs of the beneficiary, ensuring their long-term well-being.
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Initial Consultation: We’ll review your assets, family structure, and goals to ensure this package meets your needs.
Information Gathering: You’ll provide details about your beneficiaries, assets, and any specific wishes for your estate.
Document Drafting: We’ll draft your Living Trust, Pour-Over Will, Durable Power of Attorney, and Advance Health Care Directive.
Review and Revisions: You’ll have the opportunity to review all documents and request any necessary changes.
Final Signing: Once approved, we’ll schedule a signing appointment to finalize and execute the documents.
Irrevocable Trust
For individuals with specific needs
Flat Fee: $8,000 (up to 10 hours, standard rates apply thereafter)
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An irrevocable trust removes the grantor’s control and ensures the trust cannot be modified.
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An irrevocable trust removes the grantor’s control and ensures the trust cannot be modified. This trust is ideal for:
Protecting government benefits for the beneficiary.
Asset preservation and protection from creditors.
Specific purposes such as tax planning or legacy preservation.
Each specialized trust is crafted to align with your specific goals and legal requirements.
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Initial Consultation: We’ll review your assets, family structure, and goals to ensure this package meets your needs.
Information Gathering: You’ll provide details about your beneficiaries, assets, and any specific wishes for your estate.
Document Drafting: We’ll draft your Living Trust, Pour-Over Will, Durable Power of Attorney, and Advance Health Care Directive.
Review and Revisions: You’ll have the opportunity to review all documents and request any necessary changes.
Final Signing: Once approved, we’ll schedule a signing appointment to finalize and execute the documents.
Updates, Amendments & Administration Services
Additional services
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Make modifications to your existing living trust, such as updating beneficiaries or reallocating assets.
Basic Living Trust (BLT): $1,000 (up to 3 hours, standard rates apply thereafter)
Complex Living Trust (CLT): $2,000 (up to 3 hours, standard rates apply thereafter)
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Comprehensive support to ensure your trust is properly maintained and administered.
Annual Review Fee: Starting at $1,000 (based on complexity)
Includes a thorough review of your trust to ensure compliance and alignment with your goals.Trustee Support Services:
Offered at an hourly rate or flat rate per issue, depending on complexity.Guidance on fulfilling trustee duties.
Assistance with asset management and distribution.
Why Choose Us
& how billing works
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Our approach provides an efficient, straightforward path to help you protect your assets. We’re upfront about costs, and our process is legally thorough from beginning to end. With extensive experience handling property matters in California, we take care of each step with precision, giving you peace of mind and ensuring you reach your desired outcome.
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Work on your case begins as soon as the retainer is received. This retainer is securely held in a California State Bar-monitored trust account, ensuring full compliance and the protection of your funds.
As we progress, time spent on your case is billed against the retainer balance. If additional work exceeds the initial retainer, we will discuss a replenishment at that time.
To keep you informed, we provide an invoice routinely, ensuring full transparency of your billing status.