how it works

The estate planning process is pretty simple:

After our initial free consultation, we will meet for an hour by video conference so I can understand your estate planning goals and get detailed information to create your customized plan.

Afterward, I will draft your estate plan documents and forward it to you to review. We will meet again for an hour by video conference so I can walk you through the legalese and make any revisions you would like.

Lastly, I will meet with you to sign and notarize your legal documents and voila! Your estate plan is created.

pricing and fees

Standard estate plans for a married couple are $2800. For individuals, $2200.

Half the fee is due at the beginning of our engagement and the other half at the end of the process when we sign the documents.

I charge only a flat fee for the entire plan so you can freely ask questions without worrying about an hourly rate. I firmly believe estate planning works best only when you fully understand how your plan works.

additional services, no additional fees

I am licensed by the California Secretary of State as a notary public so my estate plan services also includes free notarization on all legal documents.

I will also transfer your primary residence into your Trust for no additional fee. For additional properties, I charge a nominal fee in addition to the recording fee required by the county.