We offer pricing options to best suit our clients’ values and desired level of service. Our clients typically fall into two categories of service, either “lean and mean” or “do it all for me.” Naturally, different levels of service require different pricing structures.
“Lean and mean” clients are motivated to get the most bang for their legal buck, and are willing to assume a bit more responsibility for the signing of documents and transfer of their assets (with our direction and instructions). They value saving money, and tend to be more do-it-yourself orientated, but only to a degree. They want to do as much as they can on their own, but also be sure they are receiving the proper guidance to avoid mistakes. They like to maximize the use of technology and other resources, and are less interested in hand holding and in-person meetings to complete the process. As a result, their prices are among the lowest in the market for a comprehensive and expertly prepared estate plan.
In contrast, the “do it all for me” client embraces the specialization of labor concept, and seeks to delegate as much of the estate planning process as possible. They value saving time, and would prefer to not have to lift a finger after the initial consultation other than to sign their documents. This approach involves additional in-person meetings to sign estate planning and asset transfer documents, which we are happy to provide. We handle all elements of trust funding for these clients, an area where many estate plans fall apart.
He was flexible with scheduling our appointment, very prompt with preparing my paperwork, and made signing the documents a breeze. He is personable, punctual, patiently explains all steps, and clarifies any confusing concepts. I highly recommend Brian's legal services and will definitely contact him again for our future legal needs.
Brian Qualls created a trust and will (and related documents) for me. He listened to my concerns, answered all of my questions, and prepared my documents in a timely manner. I used to work as a paralegal for many years (including working for an estate planning law firm); and I found him to be one of the most professional and knowledgeable attorneys that I have encountered. I highly recommend him!
I had taken my mother to several attorneys in the past hoping to fulfill her living trust, but for some reason was not confident of them. Brian was referred to me by a good friend. The best was that he come to house, which made my mom more comfortable. Since day one we knew he was the one to do all my mom's wishes. He is a great person and attorney, and explains everything well before signing papers. I recommend Brian Qualls. Now my mother is satisfied that all her wishes are well taken care of, which gives her peace of mind.
My own trust was a bit involved so it was important to use an experienced California specialist who could produce a personalized trust that would avoid subtle but expensive problems later. Such expertise can get very expensive by the hour in the SF Bay area, but Brian charged a reasonable fixed price so I knew up front exactly how much it would cost. Although he does come to San Mateo CA we interacted mainly by email and phone which saved me time as well. Brian was always very responsive & pleasant to work with on the many details involved. And, he was also happy to answer my many questions both before we got started working together and, at no extra charge, as needed years later.