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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

Simple Trust Package

Appropriate for clients who do not have young children and a gross estate less than $600,000. This package includes a Trust, Will, Power of Attorney over Finances and Advance Health Care Directive for each party.

$1500 for an Individual - $2000 for a Couple

Will Package

An estate plan without a trust.

$750 for an Individual - $950 for a Couple

Estate Plan Packages with Hyatt, MetLaw or ARAG Legal Insurance

Most insurance plans have the attorney's fees covered in full. What is not covered are the notary and recording fees. The notary fees are $75 per person and the property transfer fees are $75 per piece of real property (houses, condos, or vacant lots).

Some insurance plans do not have coverage for a trust. If your plan does not have coverage for a trust or has reduced fee coverage, there will be a fee of $1500 for a couple or $1000 for an individual.

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.

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

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.

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