Rates

Our Set Fee Rates

Comprehensive Estate Plan for Married Couple - $4,300

A set fee promotes open communication and better results. You will not be billed for meetings, emails, or phone calls.

One Joint Revocable Trust

A revocable trust is a container for your assets. While healthy, you have complete control over the trust assets and may change the trust at any time. During a period of illness, a trusted individual manages the trust for your support. After death, the trust shall hold or distribute the assets according to your wishes.

Two Pour Over Wills

A pour over will works as a safety net to your trust. If an asset is not placed in your trust during your lifetime, the pour over will collects the asset and gifts it to your trust after your death.

Two Advanced Health Care Directives

This document is also known as a Power of Attorney for Health Care. In it, you designate agents to make health care decisions for you in the event you are incapacitated.

Two Durable Powers of Attorney

This document enables your agents to manage your financial affairs in the event you are incapacitated.

Nomination of Guardians and Conservators Forms

A guardian is a court appointed individual with the authority and responsibility to manage the affairs of a minor.

A conservator is a court appointed individual with the authority and responsibility to manage the affairs of an adult that can no longer make their own decisions about finances or health care.

Grant Deed and forms for Retitling your Home

Real property and manufactured homes must be retitled as property of your trust. We can help retitle one home as part of the set fee.

Comprehensive Estate Plan for a Solo Planner - $3,400

A set fee promotes open communication and better results. You will not be billed for meetings, emails, or phone calls.

Revocable Trust

Pour Over Will

A pour over will works as a safety net to your trust. If an asset is not placed in your trust during your lifetime, the pour over will collects the asset and gifts it to your trust after your death.

Advanced Health Care Directive

This document is also known as a Power of Attorney for Health Care. In it, you designate agents to make health care decisions for you in the event you are incapacitated.

Durable Power of Attorney

This document enables your agents to manage your financial affairs in the event you are incapacitated.

Nomination of Guardians and Conservators Forms

A guardian is a court appointed individual with the authority and responsibility to manage the affairs of a minor.

A conservator is a court appointed individual with the authority and responsibility to manage the affairs of an adult that can no longer make their own decisions about finances or health care.

Grant Deed and forms for Retitling your Home

Real property and manufactured homes must be retitled as property of your trust. We can help retitle one home as part of the set fee.

Estate Planning Light - $2,000 Married or Single Estate Planners

For cost conscious individuals or couples who have a creative spirit. This set fee includes two attorney meetings.

Revocable Trust

Pour Over Will

A pour over will works as a safety net to your trust. If an asset was not placed in your trust during your lifetime, the pour over will collects the asset and gifts it to your trust after your death.

Nomination of Guardians and Conservators Forms

A guardian is a court appointed individual with the authority and responsibility to manage the affairs of a minor.

A conservator is a court appointed individual with the authority and responsibility to manage the affairs of an adult that can no longer make their own decisions about finances or health care.

DIY Advanced Health Care Directive and Durable Power of Attorney

These documents empower agents to make your health care decisions and manage your finances. We will show you how to do these forms on your own.

Grant Deed and forms for Retitling your Home

$300

Real property and manufactured homes must be retitled as property of your trust. This requires an additional fee of $300.

FAQ for Set Fee Rates for In-person / Remote Estate Planning

Keyboard image Remote virtual law firm for estate planning wills and trusts serving all California

What is a virtual law office?

Our legal practice has a brick-and-mortar office in Santa Barbara. In addition, it also operates remotely to deliver estate planning services to clients at a distance utilizing modern technology for communication, such as email, phone calls, and Zoom meetings.

How does the estate planning at a distance work?

From the comfort of your own home, you can meet with our attorney for your initial consultation and Estate Planning 101 Session. There is no fee for this meeting and you can interview our attorney, ask questions, and receive some legal education.

If you decide to hire us, the second meeting is a design meeting. With the assistance of counseling, we help you design how your estate plan will function and help you select office holders for your plan.

The third meeting is the review and execution meeting. Together, we review all of the custom provisions, skim boilerplate, and discuss the execution of documents. Once the documents are approved, we create your estate planning portfolio and send it to you via Priority Mail.

How long does it take to complete an estate plan?

The estate planning process is client driven. In general, we can complete a draft of your documents within five business days after you complete all of your decisions.

Why did you have a traditional law office and a virtual law office?

A traditional law office is essential for our clients that prefer in-person meetings. Our virtual law office allows us to serve a larger area so we can keep our fees for estate planning low. Even remotely, we can still provide the same great, high quality representation.

Is there a difference in the quality of the representation?

We can still provide the same great, high quality representation with a virtual law office. Anything that we can say in-person, can be said over the phone or a Zoom meeting. To date, we have successfully completed over 120 remote estate plans.

Can you really represent anyone living in California?

Yes, we can represent any California resident. Our virtual law office is as close as a telephone call or Zoom meeting.