SERVICES & FEES

Your peace of mind is our #1 goal, thus we have designed our services to be stream-lined and affordable.  Our pricing is transparent because creating an estate or business plan is often a daunting undertaking and for most it is a financial investment.  Most of our services are offered on a flat fee basis, meaning that the initial in-person or video conference, follow-up phone calls and emails, as well as assistance in execution and funding, are included in the stated fee.

estate planning package - couple

​​Includes an initial one-hour consultation and review of estate planning needs, a joint living revocable trust agreement with schedules of assets, two pour-over wills with burial instructions, pet provision and/or guardianship provision (if minor children are involved also includes minor medical authorization), preparation of a trust transfer deed** and county paperwork to transfer the primary residence into the trust, two advance healthcare directives, two HIPAA authorization forms, two durable powers of attorney for financial purposes, instructions for executing the documents and a tabbed binder for storing the documents: Total $2500.00 (reflects $900.00 savings)  

estate planning package -individual
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Includes an initial one-hour consultation* and review of estate planning needs, an individual living revocable trust agreement with schedule of assets, a pour-over will with burial instructions, pet provision and guardianship provision (if minor children are involved also includes minor medical authorization), preparation of a trust transfer deed** and county paperwork to transfer the residence into the trust, one advance healthcare directive, one HIPAA authorization form, one durable power of attorney for financial purposes, instructions for executing the documents and a tabbed binder for storing the documents: Total $1800.00  (reflects $800.00 in savings)   

a la carte documents

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estate planning package - couple

​​Includes an initial one-hour consultation and review of estate planning needs, a joint living revocable trust agreement with schedules of assets, two pour-over wills with burial instructions, pet provision and/or guardianship provision (if minor children are involved also includes minor medical authorization), preparation of a trust transfer deed** and county paperwork to transfer the primary residence into the trust, two advance healthcare directives, two HIPAA authorization forms, two durable powers of attorney for financial purposes, instructions for executing the documents and a tabbed binder for storing the documents: Total $2500.00 (reflects $900.00 savings)  

Office located in Stockton, CA

Mailing Address:  PO Box 693266, Stockton, CA 95269

 

Call

T: 916.524.5344

F: 888.834.3716 

Office hours Monday - Friday

9am-4pm evenings by appointment

 

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