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Estate Planning Fees

Standard Estate Plan Packages

Full Trust Package for Clients with Gross Assets Greater than $600,000

Includes all attorney recommended documents, including but not limited to Living Trusts, Special Needs Trusts, Separate Property Trusts, Irrevocable Life Insurance Trust, Community Property Agreements, Certificate of Trust, Deeds, Will, Power of Attorney Advance Healthcare Directive, Guardianship Nomination, and Power of Attorney over Child Care, and a Carefiver Affadavit.


$2000 for an Individual - $3500 for a Couple


Same Day Discount

Same Day Discount. For trust packages completed in a single session. This is appropriate for clients who feel confident in most of their decisions, need limited counseling, and do not need supplemental trusts. For insurance clients, I waive 1/2 OF THE UNCOVERED FEES if completed same day.

$1500 for an Individual - $2800 for a Couple


Will Package

An estate plan without a trust.

$750 for an Individual - $950 for a Couple


Trust Amendments

The fee for an amendment is $500 FOR MY PRIOR CLIENTS. For client’s coming from other attorneys, the fee is $1,250 FOR AN INDIVIDUAL and$1,500 FOR A COUPLE.


Insurance Estate Plan Packages

Reduced Fee Plans- Some have a reduced fee plan for trusts. The reduced fee is $1250 FOR A COUPLE and is $950 FOR AN INDIVIDUAL. The notary fees and property recording fees are charged in addition the reduced fee. If you have an hour of attorney time the fee is $1250 for a couple, and $750 for an individual. Insurance plans usually do not cover irrevocable trusts such as irrevocable life insurance trusts or special needs trusts. I charge an additional $500 FOR EACH ADDITIONAL TRUST.

Covered in Full Plans- If you have full coverage, there are no attorney fees.

Fees not covered by insurance -Notary fees are $75.00 PER PERSON, property transfer fees are $150.00 PER PIECE OF REAL PROPERTY for clients with one piece of property, the fee is generally $300.00 FOR A COUPLE and$225.00 FOR AN INDIVIDUAL. Plans not completed in 60 days with no client contact will be billed as abandoned cases.


Trusts Not Covered by Insurance

Insurance plans usually do not cover irrevocable trusts such as irrevocable life insurance trusts or special needs trusts. I charge an additional $500 for each trust.

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summerall law
Summerall Law, P.C. - Oakland Estate Planning Attorney
Located at 3873 Piedmont Avenue, Suite 8,
Oakland, CA 94611
Phone: (415) 944-9406
Local Phone: (415) 944-9406
Website:
Probate.com

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(415) 944-9406