Pricing

ESTATE PLANNING DOCUMENTS

Estate Planning prices are flat-rate fees. For a specific quote tailored to your exact needs, contact our firm to schedule a no-cost initial consultation with one of our attorneys.

PACKAGES

Estate Planning Package (Trust-Based)
Typically includes a Revocable Living Trust, Advance Healthcare Directive, Pour-Over Will, Durable Power of Attorney, Certification of Trust, one Trust Transfer Deed, and other supporting documents. Cost starts at $2,500 for a single person and $3,000 for a married couple.

Estate Planning Package (Will-Based)
Includes a Last Will & Testament, Durable Power of Attorney, and Advance Healthcare Directive. May be appropriate for very small estates under the probate threshold. Cost starts at $1,250 for a single person or $1,500 for a married couple.

STAND-ALONE DOCUMENTS

Revocable Living Trust Amendments & Restatements: Cost starts at $400 for a simple amendment or $1,200 for a full restatement.

Special Needs Trust: Cost starts at $3,000 for a stand-alone document or $1,500 when created in conjunction with a revocable living trust-based estate plan.

Intentionally Defective Grantor Trust (IDGT): Cost starts at $3,000.

Charitable Remainder Trust: Cost starts at $2,500.

Life Insurance Trust: Cost starts at $3,000.

Gun Trust: Cost starts at $2,500.

Advance Healthcare Directive: Cost starts at $200.

Durable Power of Attorney: Cost starts at $200.

Last Will & Testament: Cost starts at $800.

Certification of Trust: Cost starts at $250.

Trust Transfer Deed: Cost is $300; discounts available for multiple transfers.

TRUST REVIEW CONSULTATION (For Existing Clients)

Trust Review Appointment: Cost is based on a discounted version of the attorney’s hourly rate.

PRENUPTIAL DOCUMENTS

Prenuptial Agreement: Cost starts at $2,000 to draft an agreement. If you’d prefer to have one of our attorneys review and sign off on a prenuptial agreement that another attorney has drafted, the cost will be based on the attorney’s hourly rate and the time spent on the review.

Prenuptial Trust Package: Includes a prenuptial agreement PLUS a single settlor trust package. Cost starts at $4,200.

Prenuptial Restatement Package: Includes a prenuptial agreement PLUS a trust restatement package. Cost starts at $2,900.

BUSINESS ENTITY CREATION

LLC (Single-member): Cost starts at $1,500.

LLC (Multiple members): Cost starts at $2,250.

S Corporation: Cost starts at $2,000.

C Corporation: Cost starts at $2,000.

Limited Partnership: Cost starts at $2,500.

TRUST ADMINISTRATION

Our firm undertakes trust administration representation on an hourly fee basis which is outlined in our retainer agreement. The total cost of a trust administration can range from $3,500 to $20,000, depending on the complexity of the work involved.

PROBATE

Probate fees are set by California statute. The fee charged by the court to file a probate petition is $435. There is an additional $435 fee when a petition for final distribution is filed.  Other probate fees include publication of the probate notice, the probate referee, and certification of copies of court documents.

The fees listed below are the California statutory fees used to compensate attorneys and executors in probate cases for various sizes of estates. If both the attorney and the executor receive a fee, the amount paid will be approximately as shown below:

CONSERVATORSHIP

Our firm undertakes conservatorship representation on an hourly fee basis which is outlined in our retainer agreement. The total cost of a conservatorship can range from $5,000 to $8,000 or more. The cost depends on the complexity of the matter, which controls the amount of work that will be required.

TRUST LITIGATION

Our firm undertakes trust litigation representation on an hourly fee basis which is outlined in our retainer agreement. We require a minimum retainer of $10,000.