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Family Protection Planning, Estate Planning, Trusts , Trust Administration and Probate in Dana Point
Initial 1 hour FLAT Consultation Fee- $250- includes trust review
WILLS PACKAGES- starting at $800
The wills packages are priced based on whether the client is single or married. Each wills package comes complete with:
A Simple Will,
Financial Durable Power of Attorney,
Advanced Health Care Directive,
Witnessing (if needed),
Three copies of the will and
Notarization when necessary.
The price also includes phone calls to discuss the details of the wills, research (if necessary), copying and other costs associated with the drafting and executing of the will, including the final execution meeting.
TRUST PACKAGES- starting at $1800
The trust packages are priced as either on whether the client is single or married. Each basic trust package comes complete with:
Each trust package comes complete with:
A Revocable Living Trust
Pour-over Will (s)
Financial Durable Power (s) of Attorney,
Advanced Health Care Directive (s),
One California deed to transfer the clients residence to the trust (if necessary),
Witnessing (if needed), notarizations, when necessary and recording fees.The price also includes all the meeting and telephone calls needed to discuss the details of the estate plan, modifications to the estate plan in the draft stages and any research (if necessary).
Each married couple gets 2 each of the Pour-over Will, Financial Durable Power of Attorney and the Advanced Health Care Directive.
Deeds: The fee for additional deeds for the trust packages is $280 per deed for Orange County California real property, including preparation, signing, notarization, recordation of the deed and recording fees. Fees may be higher for out of county and out of state deeds, depending on recording fees charged by the county.
For clients who choose instead to go with individual services or wish to compare the prices, below is a list of prices for individual items, if not part of a trust or wills package.
Pacific Coast BNI referrals, Dana Point Chamber of Commerce members, and referrals from friends and family will be treated with a 10% discount on NEW flat fee wills or trust packages.