Estate Planning Fee Structure at our Law Firm

The Estate Planning Division of The Law Office of Lauren N. Peebles was established to guide clients through the creation of comprehensive, strategic tools such as wills, trusts, powers of attorney, advance medical directives and various real property transfer documents. Our extensive experience allows us to address important estate planning matters both expeditiously and at a reasonable cost.

Initial consultations regarding estate plans are free.

Trust Packages

Married Couples – Basic Package

For married couples, our basic trust package includes a revocable living trust, two pour-over wills, one California deed to transfer the clients’ primary residence to the trust as well as a Preliminary Change of Ownership Report, two advance health care directives, two durable powers of attorney for financial purposes, two assignments of property, and trust funding instructions.

The price of a basic trust package for married couples starts at $3,475.

Unmarried Persons

For unmarried persons, the basic trust package includes a living trust, one pour-over will, one California deed to transfer the client’s residence to the trust as well as a Preliminary Change of Ownership Report, one advance health care directive, one durable power of attorney for financial purposes, one assignment of property and trust funding instructions.

The price of a basic trust package for a single person starts at $2,750.

Married Couples – Premium AB Trust Package

Some married couples require an AB Trust. An AB Trust, sometimes called an “exemption” or “bypass” trust, is where the property contributed to the trust by the first spouse to die will be distributed to his or her beneficiaries when the surviving spouse dies. However, the surviving spouse cannot change the beneficiaries named by the first spouse. The premium AB Trust package includes the AB Trust plus all documents from the basic package.

The price for a premium AB trust package for married couples starts at $4,975.

Fees quoted for estate plans listed above are flat fees. They include all of the meetings and telephone calls needed to discuss the details of the estate plan, modifications to the estate plan in the draft stages, and recording fees.

Deeds

The fee for additional deeds for trust packages start at $425 per deed for California real property, this includes preparation, signing instructions, recordation of the deed, and recording fees. Fees may be higher for out-of-state deeds, depending on the recording fees charged by each county. For rental/investment properties and/or vacation homes, add $75.00 to account for increased fees from the county recorders for those types of properties.

Notary Services

Unfortunately, due to COVID-19, we are no longer able to host document signings in our office. Accordingly, you must make arrangements for notarization of your documents directly. California notary costs are $15/signature and may include a travel fee. Many banks and credit unions will notarize documents for their bank members at no cost.

Other Fees

Wills (that are not part of a trust package) start at $500 per person, and includes signing instructions and two copies of the will.

Health Care Directives (that are not part of a trust package) start at $450 per person, and at $600 per couple.

Consult The Law Office of Lauren N. Peebles–an experienced estate planning and probate law firm with a full range of sophisticated services.