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 complete legal advice and guidance, and custom preparation of the following documents:
Revocable Living Trust (or complete Restatement of an existing Trust)
Power of Attorney
Health Care Directive and HIPAA Waiver
California Real Estate Deed (to transfer a single property to your Living Trust) and County form needed to retain Prop 13 tax base
Clear instructions for the funding of all assets into your Trust
In addition, all packages include the following services:
Electronic Document Storage
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 receive.
You can upgrade to a higher level package at any time, if desired.
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.
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