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PRICING
Estate Plan Package
$1,500 per person*
Tech-powered, we offer affordable access to highly qualified lawyers
Express process is $1,250 per person
(skip the first attorney meeting)
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with accepted insurance ~$400
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Initial consultation, follow-up call (if needed), and signing with an attorney, ​more than 90% of clients finish in package time
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Revocable Trust
Certification of Trust
Special Needs Trust (if needed)
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Personal Property Memorandum
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Guardianship Nomination with Child Care Power of Attorney
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​Pourover Will
Plan Notarization
​Durable Power of Attorney
Advanced Healthcare Directive / Living Will
*Package Pricing Details
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Time the attorney spends drafting your plan or responding to an email that can be answered in five minutes or less does not count toward attorney time.
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All other emails (questions/edits) will be responded to during meeting time.
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This pricing applies to all new clients, including those with existing trusts or wills.
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Payments: 50% due when we send you a draft and 50% when you sign the plan.
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For clients who want to skip the first meeting, you save $250 per person (more details below)
Additional Services:
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$500 to add a separate property trust, $300 to add a deed.
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Extra time with your attorney to complete your plan: $250 per 30 minutes.
Most Common Questions
What is the Express Pricing? ​For People who know what they want., and only need one meeting.
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If you know who you want to be in charge and who will inherit money and you only need 20 minutes with an attorney at the end of the process to double-check the estate plan and answer a few questions, this process saves you time and money.
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How does the express process work?
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Skip the first meeting with an attorney (if you already have one booked be sure to cancel it).
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Complete this intake form (answer all the questions).
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We send you a summary of your choices, and you let us know if you have changes to the names or key provisions (save questions for the meeting).
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You meet with an attorney to review and sign the document and to discuss the steps you will take to make your trust work best.
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This works for about 10% of people who are familiar with estate planning and find the intake form super easy.
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Insurance clients get notary fees waived ($75 per person savings) other clients receive a $250 discount per person. If you realize you have more questions once you see the documents (we send you the draft in advance as well), or if you end up sending a lot of questions or edits by email, we will switch you back to our standard process and schedule a meeting with you.
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Are there other details regarding the pricing that are good to know?​
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Yes, our flat rate pricing above applies to new clients as well as clients with existing trusts or wills.
Any time your attorney spends drafting your plan or responding to an email that can be answered in just a few minutes or less does not count toward attorney time. Other emails will be responded to in meeting time. If you need additional time with your attorney to complete your plan, the fee would fall under normal advice time at $250 per half hour.
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Is this going to be expensive and take a ton of time?
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Nope, our estate plan packages work for the vast majority of people without any additional fees and in less than 3 sessions.
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Our process is organized, and we don't bill separately for drafting, research, emailing, etc. You can decide if you want to book extra time for any reason, but the vast majority of clients do not need it.
What if I have more than one property trust or deed that I need done?​
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You can add a separate property trust to an estate plan for $500. Extra deeds are generally $300 per property tied to trust, or $300 per deed for other types of deeds (for example, interspousal deeds, deeds moving property out of a prior trust, and deeds removing the name of someone who passed).
How does payment work?​
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The payment is split into two parts: 50% is due when we send you a draft and the remaining 50% is when you sign the plan. If you purchase additional meeting time then you will pay when scheduling the meeting and is fully earned on the day of the meeting if you do not cancel with at least a 24-hour notice.
Why would I need to book extra time?​
Because we have worked on thousands of estate plans, we can almost always help you get done in two meetings, no matter how complicated or unique your situation.
Most clients who pay for extra time do so for one of two reasons:
(1) They simply want some extra time with us to discuss the fine points of the plan
(2) There is family conflict and want our expertise to help mediate.
Am I going to have to find a bunch documents like social security information, bank account numbers and birthdays?
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Nope. All you need to prepare your estate plan is a list of where your assets are located (Fidelity, Bank of America, etc.), who you want to be in charge, and who you want to receive your assets (beneficiaries). Most clients can answer 90% of our questions during the first call without any research.
If I have legal insurance coverage, are there other details that are good to know?
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Yes, most of these services will be fully covered, but property recording and notary fees are not. The property recording fee is $300 per property connected to trust and notary fees are $15 per signature. In most cases, those fees are about $375 for an individual and $450 for a couple. If you have a simple plan and do an express appointment, we will waive your notary fees.
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Also, if your plan is a "will only" plan, then the fee to add a trust is not covered and is $950 for an individual and $1250 for a couple.
Payments for plans covered by legal insurance are due at the notarization/signing appointment.
Where are you located?
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Most clients prefer to meet with an attorney over the phone or through a video conference. We do a limited number of in-person intakes at our offices in San Francisco, with an eye to expanding these services in more offices soon. We offer many locations throughout the Bay Area, and are adding additional offices. Here is a link to our current office location list.
Why is your logo a dog? ​
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First, we wanted to make you smile and bring in a personal touch. That's Sarah's dog Captain Schnuggles (Capi), he is kind and friendly and so are we. We know that estate planning can bring up hard issues; so we strive to make the process a little more warm and welcoming.
Second, we are a different type of firm, and we want that to be clear from our branding. This is not a practice that is stuck in the 90’s. We are shaking things up and moving forward.
Third, finally, when I added Capi’s puppy picture to our google pictures, our click-through rate went up 800%.
Calendar Availability
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Need an appointment sooner? Call 415-944-9406
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Want to pick your attorney? Click Here.
Veterans, Teachers, Police, Fire
We gladly provide a 10% discount to veterans and all those who serve our communities through the military, fire, and police departments, and those teaching in public schools (K-12).