Full Service Estate Planning

  • Last Will and Testament

  • Advance Health Care Directive

  • Declaration Pursuant to Natural Death Act

  • HIPAA Authorization Form

  • Uniform Statutory Form Powers of Attorney

  • Property Agreement

  • Revocable Living Trust

  • Trust Funding and Beneficiary Designation Updates (up to 10 assets)

 

**Fee does not include third party fees such as county recorder's fees

Trust and Estate Administration Services
 

 

Our office can help families navigate through the administrative process upon the death or incapacitation of a loved one.  Generally our fees are as follows:

  • 2.00% on the first $100,000

  • 1.50% on the next $100,000

  • 1.00% on the next $800,000

  • 0.50% on the next $9,000,000

Probate Administration Services
 

 

For those who don't establish a trust prior to death we can assist with the distribution of the estate through probate court proceeds.  Attorney fees for probate administrations are set by California Probate Code as follows:

  • 4.00% on the first $100,000

  • 3.00% on the next $100,000

  • 2.00% on the next $800,000

  • 1.00% on the next $9,000,000

For those who don't establish a trust prior to death we can assist with the distribution of the estate through probate court proceeds.  Attorney fees for probate administrations are set by California Probate Code as follows:

  • 4.00% on the first $100,000

  • 3.00% on the next $100,000

  • 2.00% on the next $800,000

  • 1.00% on the next $9,000,000