Please give us a call at 1-877-963-9543 to begin planning your estate’s future. Our estate planning lawyers are committed to providing you with the personal service you deserve for a reasonable fee. All of our estates planning attorney fees are based upon your particular circumstances. This means that you will only be charged the necessary time to address your estate planning needs. We request that you complete our Estate Planning Questionnaire and then we will either conduct a phone consultation or office consultation with you to determine exactly what your needs are and then quote you a reasonable fee.
Custom Estate Planning Packages
- Living Trust
- Pour Over Will
- Durable Power of Attorney
- Advanced Healthcare Directive
- Estate Planning Folder for original documents (Included)
- Consultations By Phone Only (30 Minutes)
- Office Consultations (1 Hour)
- All notary fees reimbursed by client at cost
- Draft and file (via USPS) grant deed, all recording fees reimbursed by client at cost
- Recording fees may vary from county to county
Other Estate Planning Services/Trusts
- Amend Existing Trust/Will
- Restatement of Existing Living Trust
- Irrevocable Life Insurance Trust
- Grantor Annuity Trust, Charitable Remainder Trust
- Qualified Personal Residence Trust
- Special/Supplemental Needs Trust (3rd party)
- Irrevocable Support Trust
- Add Durable Power of Attorney
- Add Advance Health Directive
- Add POA and Health Directive :
- Draft and file (via USPS) grant deed per property (CA):
- Recording fees may vary from county to county
Our Will Packages
- Will (including any testamentary trusts) (2)
- Durable Power of Attorney (2)
- Advanced Health Care Directive (2)
- All consultations with our attorneys
- Upgrade to a Living Trust during the first year at a discounted rate
- All notary fees (Reimbursed by Client At Cost)
Long Term Care Benefits Planning (VA Aid & Attendance/Medi-Cal)
- Long Term Care & Estate Planning Package – TBD
- Review of current assets/income status and recommendations to adjust income/assets in order to qualify for long term care benefits
- Set up Irrevocable Trust(s) as needed to qualify for long term care benefits
- Review of existing wills, trusts, power of attorneys and healthcare directives
If you have not thought about or discussed what you what with estate planning attorneys think about this. The State of California and the Federal Government has a plan for your money and you may not like it. Planning for the future is an essential part of life and necessary to build wealth in the United States. Not conferring with estate planning attorneys could cost your family significant sums of money when the unexpected happens.
We have offices throughout the Bay Area to meet with you to discuss your estate planning needs including San Francisco, San Jose and Oakland. Contact our Trust Attorneys by calling 1-877-963-9543. Find out how to create a California revocable living trust during your consultation with our estate planning attorneys.
