I find, and my clients agree, that flat fees remove the guess work and eliminate any unwelcome surprises. Below is summary of the my most popular flat fee estate planning packages.
Packages*
|
Features |
Plan Type |
||
|
BASIC |
PREMIUM | LEGACY
|
|
| Living Trust
(Basic has outright distributions only and same distributions for both spouses) |
X |
X |
X |
| Pourover Will(s) |
X |
X |
X |
| Property Agreement (if married) |
X |
X |
X |
| Deed, Transfer Letters and Assignment (may be additional charge for extra deeds) |
X |
X |
X |
| Durable Power of Attorney (including latest Medi-Cal planning provisions) |
X |
X |
X |
| Advance Health Care Directive |
X |
X |
X |
| HIPAA Authorization |
X |
X |
X |
| Notarization and Storage of Copies |
X |
X |
X |
| Free Attorney Consultation Every 3 Years |
X |
X |
X |
| Free Consultation with Your Trustee at Death |
X |
X |
X |
| Protective Trusts for Heirs (“Personal Asset TrustSM” or lifetime, spendthrift or special needs trust) |
X |
X |
|
| Health Document Emergency Card |
X |
X |
|
| Owner’s Manual and “ID Card” |
X |
X |
|
| Trustee Manual |
|
X |
|
| Protective Trust for Heirs Beneficiary Manual |
X |
||
| Legacy Video (20 minutes on either your biography, family history or personal values) |
X |
||
| Fees | |||
| $3,500 | $4,500 | $8,500 | |
*Flat fee packages are not one size fits all solution but are described here to you with an illustration of common estate plan designs. Your particular circumstances may require additional services at additional cost.
