Pricing for every plan.
Now that you have watched, here is what each plan includes and what it costs.
Estate plans
| Plan | Individual | Couple |
|---|---|---|
| Simple Will A will, durable power of attorney and advance health care directive. | $1,550 | $2,575 |
| Complex Will A will that can include a trust for minor children, with the same supporting documents. | $2,500 | $3,750 |
| Probate Avoidance Trust A revocable living trust, pour-over will, powers of attorney and health care directives. | Begins at $5,500 | |
| Generational Wealth Trust For real estate, businesses, larger estates and inheritances protected across generations. | Begins at $6,975 | |
Will fees are fixed. The couple rate covers mirror wills and a full set of documents for both spouses. The two trusts are priced by the plan, not by the number of people, so there is no separate couple rate.
The Probate Avoidance Trust begins at $5,500, and the Generational Wealth Trust begins at $6,975. We confirm your final fee at your design meeting, once we have seen the full picture of your assets and your family.
Included with your plan
- One deed transferring your home into your trust, in California or Maryland.
- The notary signing of your plan.
Additional services
| Service | Fee |
|---|---|
| Additional deed, California | $400 |
| Additional deed, out of state | $500 plus recording fees |
| LLC formation | $2,500 each |
Successor Trustee Pathway (California)
| Option | What it includes | Fee |
|---|---|---|
| Self-Guided | The Successor Trustee School course, templates, checklists and a trustee time log. Education only; no attorney-client relationship. | $497 |
| Guided | Everything in Self-Guided, plus the firm prepares and serves the Probate Code section 16061.7 notification, prepares the Certification of Trust, and three one-hour attorney check-ins, the last at final distribution. | $4,500 |
| Full Representation | The firm administers the trust with you, from notification to final distribution. | 1.25% of the trust estate, minimum $7,500 |
A Self-Guided purchase is credited in full ($497) toward Guided or Full Representation if you upgrade within 30 days of purchase.
Next step
Book a strategy session and we will recommend the right plan for your family. Your session fee is credited in full toward your planning fee when you engage the firm the same day.
Book an estate planning session Book a trust administration session
Fees are confirmed in writing in your Legal Services Agreement. No attorney-client relationship exists until that agreement is signed. A 3% processing fee applies to credit card payments.