209.223.7625

Legal Services

Individual

Trust Amendment - Distribution

Client is changing the beneficiary and/or gift amount. This flat rate includes initial consultation, review of trust documents, signing appointment and notary. Documents prepared are: Trust Amendment Trust Certification Trust Transfer Deed(s) for Real Property Itemized Schedule of Trust Assets (Schedule A)

 

Will Package

Recommended for clients whose estate assets do not exceed $100,000; or if they do not own real property. Includes initial consultation, follow-up telephone conferences, signing appointment and notary fee. Documents prepared are: Last Will & Testament Healthcare Directive Power of Attorney

 

Trust Amendment – Update Estate Plan

Includes initial consultation, review of trust documents, preparation of new documents, signing appointment and notary fee. This estate plan is recommended when client is naming a new nominee for financial and health matters. The most common example is when a child has reached the age of majority and is now eligible to serve. Documents prepared are: Updated Last Will & Testament Updated Healthcare Directive Updated Power of Attorney Trust Amendment Trust Certification Trust Transfer Deed(s) for Real Property Itemized Schedule of Trust Assets (Schedule A)

 

Trust Package

Recommended for clients whose estate assets exceed $100,000 or if they own real property. Includes initial consultation, research of real estate deeds and review of financial accounts; follow up telephone conferences, signing appointment and notary fee. Documents prepared are: Last Will & Testament – Pourover Will Healthcare Directive Power of Attorney Trust Declaration Trust Certification Trust Transfer Deed(s) for Real Property Itemized Schedule of Trust Assets

Married/Domestic Partners

Trust Amendment - Distribution

Clients are changing the beneficiary and/or gift amount. This flat rate includes initial consultation, review of trust documents, signing appointment and notary. Documents prepared are: Trust Amendment Trust Certification Trust Transfer Deed(s) for Real Property Itemized Schedule of Trust Assets (Schedule A)

 

Trust Amendment – Update Estate Plan

Includes initial consultation, review of trust documents, preparation of new documents, signing appointment and notary fee. This estate plan is recommended when clients are naming a new nominee for financial and health matters. The most common example is when a child has reached the age of majority and is now eligible to serve. Documents prepared for each individual are: Updated Last Will & Testament – Pourover Will Updated Healthcare Directive Updated Power of Attorney Trust Amendment Trust Certification Trust Transfer Deed(s) for Real Property Itemized Schedule of Trust Assets (Schedule A)

 

Will Package

Recommended for clients whose estate assets do not exceed $100,000; or if they do not own real property. Includes initial consultation, follow-up telephone conferences, signing appointment and notary fee. Documents prepared for each individual are: Last Will & Testament Healthcare Directive Power of Attorney

 

Trust Package – Simple

Recommended for clients whose estate assets exceed $100,000 or if they own real property. This package also recommended for blended families. Includes initial consultation, research of real estate deeds and review of financial accounts; follow-up telephone conferences, signing appointment and notary fee. Documents prepared for each individual are: Last Will & Testament – Pourover Will Healthcare Directive Power of Attorney Trust Declaration Trust Certification Trust Transfer Deed(s) for Real Property Itemized Schedule of Trust Assets (Schedule A)

 

Trust Package – Complex

Recommended for clients who estate assets exceed one million dollars; includes tax planning. Includes initial consultation, research of real estate deeds and review of financial accounts; follow-up telephone conferences, signing appointment and notary fee. Documents prepared for each individual are: Last Will & Testament – Pourover Will Healthcare Directive Power of Attorney Trust Declaration Trust Certification Trust Transfer Deed(s) for Real Property Itemized Schedule of Trust Assets (Schedule A)