Trust Package:
Includes one revocable trust, up to two pour over wills, one California deed to transfer the couple’s primary residence into the trust, up to two advance health care directives, and up to two durable powers of attorney for financial purposes: $1,600
The fee quoted for the Trust Package is a flat fee. It includes meetings and telephone calls to discuss the details of the plan, first modifications to the plan in the draft stages, notarizations, recording fees, and witnessing.
If additional modifications to the plan are necessary after the second draft, additional charges may apply. Any such additional charges would be discussed BEFORE they are incurred.
Other Fees:
Wills – Including witnessing and three copies of each will:
Per person………………………………………………………….. $185
Per couple (or registered domestic partnership)... $275
Health Care Directives:
Per person………………………………………………………….. $185
Per couple (or registered domestic partnership)... $275
Financial Power of Attorney:
Per person………………………………………………………….. $185
Per couple (or registered domestic partnership)... $275
Trust Administration………………………………………………………..... $185/hour
Probate: Statutory Fees where applicable, otherwise……..... $225/hour
Articles of Incorporation (per filing)…………………………………... $400
Drafting/Reviewing Partnership/Operating Agreements....... $225/hour
All other Business or Tax issues……………………………………….... $225/hour