Typical “foundational” engagement

A typical "foundational" estate planning engagement includes preparation of a will, a revocable living trust, a durable power of attorney for financial matters, and an Advance Health Care Directive; if a client is married, then I would prepare wills and durable powers of attorney for both spouses.

Usually, clients receive

• An initial consultation of 30 to 60 minutes
• A "design meeting" of 1.5 to 3 hours
• A "signing meeting" of approximately 1 to 3 hours

Special considerations

If either spouse is not a U.S. citizen, it may be necessary to establish a "qualified domestic trust".

If you want your children to be protected from creditors and predators, it might be necessary to include more complex trust provisions in your plan. There are other options available too.

Single individual

The typical estate planning fees for a single individual range from $2,100 for a simple estate to $5,000 for a complex estate.

Married couple

For a married couple, typical fees range from $3,200 to $9,000. The typical fee includes funding the client's personal residence, brokerage accounts, additional real estate, changing beneficiaries on life insurance policies, and changing beneficiaries on retirement accounts.

Hourly rate and retainer

The hourly rate for consultation and services is $410. The typical retainer is one-half of the estimated fees, with the balance due when your documents are ready to sign.

We make corrections and minor changes for up to 45 days after your documents have been signed, without further charge to you.

Get started

I am here to help. My services can save you time and money, and provide lasting peace of mind. Please ring my office at 650.325.8276, or get started here at this website.