Estate Plans

The process is fairly straightforward

  1. Consultation: Schedule a free consultation to learn more about the estate planning process. (15-20 minutes)
  2. Questionnaire: Complete an intake questionnaire to share information prior to attending a design meeting.
  3. Design Meeting: Attend a design meeting to discuss your specific goals and wishes. This meeting can be via zoom or in person. ( +/- 75 minutes)
  4. Signing Ceremony: Attend the signing ceremony to sign and notarize your estate plan documents. (+/- 75 minutes)

 

*Consultations scheduled with deposits will take priority, secure the consultation and the deposit will be applied to the overall price of the plan.

Classic Plan

Price: $1950 - $3950

For the family or individual who wants to ensure their assets go where they want, to guarantee their minor children and loved ones are taken care of and out of conflict, and wishes to appoint individuals to make medical and financial decisions on their behalf when they are unable to act.

Your Plan Includes:

  • Revocable Living Trust
  • Last Will and Testament
  • Advance Health Care DirectivePowers of Attorney
  • Power of Attorney
  • Guardianship Nomination for Minor Children
  • HIPAA Release

*This plan may include a funding your home into your trust

Personal Family Plan

Price: $3950 - $5950

For the family or individual who wants the assurance and peace of mind of knowing their family wealth will be passed on to their children or heirs with the most ease and convenience possible, without court involvement or the unnecessary delays and expenses of a lengthy and public probate process. This is also for those who want lifetime incapacity protection, maintenance of privacy, and the reduction of the financial burdens on their families following their death.

Your Plan Includes everything in the Classic plan plus:

  • Asset Protection Trust
  • Pet Trust(s)

We will prepare the deed transferring your home into the trust. Additional asset transfers (trust funding) may be handled by you with guidance from us, or we can handle them for your peace of mind for an additional fee.

Asian extended Family

Estate Plan Review

Hourly Retainer: $325/hr

Do you have an existing plan that needs updating or amending? We recommend reviewing your plan every three years to ensure it is up to date and grows with you and your family. We can assist you with updating your current plan to ensure they reflect your wishes.

 

We review and update:

  • Revocable Living Trust
  • Will
  • Advance Health Care Directive
  • Power of Attorney
  • Guardianship Nomination for Minor Children