209.223.7625

Legal Services

Individual

Trust Amendment - Distribution

$350

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

$400

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

$700

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

$1,400

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

$450

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

$900

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

$800

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

$1,800

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

$2,750

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)