A Refreshingly Unique

Approach to Pricing

Most law firms are unwilling to offer pricing information upfront. They will require you to sit through an initial consultation (and potentially even pay for it) before disclosing the overall cost for a Living Trust, Will, and other estate planning documents needed for your situation. Even worse, some firms will bill you hourly for all time spent on your behalf with no guarantee of what the total costs will be.

We disagree with that approach and believe that you deserve a clear outline of your available options and the associated fees. 

 

The following information pertains to the cost to set up a Trust in California, as the vast majority of our clients go with a Revocable Living Trust for reasons stated elsewhere on this website.

Living Trust Cost

Pricing for Complete Living Trust Package

 

We offer 3 package options for completing your Living Trust based estate plan.  All options below include the following: 

 

  • Revocable Living Trust (or complete Restatement of an existing Trust)

  • Will 

  • Power of Attorney

  • Health Care Directive and HIPAA Waiver

  • California Real Estate Deed (to transfer a primary residence to your Living Trust) and County form needed to retain Prop 13 tax base

  • Deed Recording (pricing includes all County Recording fees)

  • Instructions for the funding of all remaining assets into your Trust

 

You get a comprehensive, expert attorney prepared California Living Trust based estate plan with any of our packages, personalized for your unique situation and goals. As you will see below, the main differences with each option involve the level of personal service you'll receive along the way. 

    

Note: If your situation includes multiple properties, business interests, beneficiaries with special needs, or if you desire asset protection or remarriage protection, fees will be higher and confirmed following your consultation.

Navigating in Woods

Foundation

Comprehensive Virtual Service

Online interview form, 30 minutes of phone consulting, documents sent to you with signing instructions, general funding instructions, includes Deed recording and County fees.

From:

$1,897 

Individual

$2,247 

Couple

Bridge into the Woods

Core 

Everything You Need

Online interview form, unlimited consulting (Zoom or phone),  signing with notary, document scanning, cloud storage, custom funding support, includes Deed recording and County fees. 

From:

$2,597

Individual

$2,997

Couple

Snowy Mountain Sunset

Peak

In-Person Service with Brian 

Some clients simply prefer traditional service. This package includes in-person meetings in our office or your home to design your plan and sign all documents with Brian, plus all Core features.

From:

$4,547

Individual

$5,247 

Couple

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