Estate planning price list

Revocable living trust package

  • Revocable Living Trust with simple, outright distributions*

  • Pour-over Will

  • General Durable Power of Attorney

  • Advanced Health Care Directive

  • HIPPA Release

  • Certification of Trust

  • Funding Instructions

  • Drafting and Recording of 1 Grant Deed for Primary Residence

  • Assignment & Memorandum of Personal Property

  • Memorial Instructions

  • Estate Planning Binder

WILL BASED PACKAGE

  • Will with simple, outright distributions

  • General Durable Power of Attorney

  • Advanced Health Care Directive

  • HIPPA Authorization Form

  • Memorandum of Personal Property

  • Memorial Instructions

SINGLE

STARTING AT $2,500

MARRIED

STARTING AT $3,000

SINGLE

STARTING AT $1,000

MARRIED

STARTING AT $1,500

STAND-ALONE DOCUMENTS

  • Trust Amendment: Starting at $415

  • Trust Restatement: Starting at $980

  • Pet Trust: Starting at $500

  • Special Needs Trust: Starting at $2,500 or Starting at $1,200 when added on to a full Trust package.

  • Medi-Cal Trust: Starting at $2,500

  • Intentionally Defective Grantor Trust (IDGT): Starting at $2,500

  • Charitable Remainder Trust: Starting at $2,500

  • Life Insurance Trust: Starting at $2,500

  • Gun Trust: Starting at $980

  • Advanced Healthcare Directive: Starting at $295

  • HIPPA Authorizations: Starting at $295

  • Durable Power of Attorney: Starting at $295

  • Last Will & Testament: Starting at $700

  • Transfer Deed: $595

Probate

In California, Probate Attorney fees and Executor commissions are determined by California Probate Code §10800 & 10810 and are based on the gross value of the estate.

California Probate Code section 10800 provides a formula for determining the attorney fees in probate. The formula is as follows:

  • 4% of the first $100,000 of the estate's gross value

  • 3% of the next $100,000

  • 2% of the next $800,000

  • 1% of the next $9 million

  • 0.5% of the next $15 million

There are provisions that allow the court to adjust the attorney fees if the estate is particularly large or small or if the attorney's services involved extraordinary work or complexity.

California Probate Code section 10810 establishes the guidelines for executor commissions. The commissions are based on the value of the estate and are calculated as follows:

  • 4% of the first $100,000

  • 3% of the next $100,000

  • 2% of the next $800,000

  • 1% of the next $9 million

  • 0.5% of the next $15 million