PRICING

Estate Plan Package

$1,500 per person*

with accepted insurance ~$350

✔

Two 60-minute meetings with your attorney to complete your estate plan

90% of clients finish in package time

Revocable Trust

Certification of Trust

Special Needs Trust (if needed)

Personal Property Memorandum

✔

Guardianship Nomination with Child Care Power of Attorney

Pourover Will

Plan Notarization

Deed Preparation and Recording
(one per person)

Durable Power of Attorney

Advanced Healthcare Directive / Living Will

Schedule a Call

*Package Pricing Details

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.
All other emails (questions/edits) will be responded to during meeting time.
This pricing applies to all new clients, including those with existing trusts or wills.
Payments: 50% due when we send you a draft and 50% when you sign the plan.

Additional Services:

$500 to add a separate property trust, $200 to add a deed.
Extra time with your attorney to complete your plan: $250 per 30 minutes.

Most Common Questions

Are there other details regarding the pricing that are good to know?

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.

Is this going to be expensive and take a ton of time?

Nope, our estate plan packages work for the vast majority of people without any additional fees and in less than 3 sessions.

What if I have more than one property trust or deed that I need done?

Nope, our estate plan packages work for the vast majority of people without any additional fees and in less than 3 sessions.

Our process is organized, and we don't bill 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.

How does payment work?

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?

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?

Yes although most all of these services will be fully covered property recording and notary fees are not. The property recording fee is $200 per deed and notary fees are $15 per signature. In most cases, those fees are about $275 for an individual and $350 for a couple.

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?

Most clients prefer to do their meetings with an attorney over the phone or through a video conference. For document signing, we offer mobile notary services that can come to you for a fee or you can come to one of our signing locations:

Oakland - 3883 Piedmont Avenue, Oakland, CA - In Person Meetings Available

San Francisco - 2107 Union Street, SF, CA - In Person Meetings Available

Pleasanton - 4900 Hopyard Road, Suite 100, Pleasanton, CA 94588

Palo Alto - 2100 Geng Rd Suite 210, Palo Alto, CA 94303

Sausalito - 1 Harbor Dr Suite 300, Sausalito, CA 94965

Walnut Creek - 1255 Treat Blvd., Suite 300, Walnut Creek, CA 94597

Why is your logo a dog?

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%.

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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).