ESTATE PLANNING SERVICES
TRUST PLANS
For individuals or married couples who exceed the probate asset threshold and/or are smartly planning ahead
WILL PLANS
For those who may not want or need a trust yet, but smartly want to get their affairs in order*
GUARDIANSHIP NOMINATIONS
INSTANT PDF DOWNLOAD
A do-it-yourself way to name Guardians for your minor children.
*Content Included in all Trust Plans
and Will Plans
REVIEW OF EXISTING ESTATE PLAN
For those who for those who already have a plan not prepared by Sunset Legal LLP, but would like us to review their documents to spot any issues, suggest changes based on current law, and/or answer specific questions
A LA CARTE
For those who want a stand alone legal document or a service not included in the plans above
TRUST FUNDING
We can work with your financial institutions to ensure that your assets are properly held by your trust
Fees subject to change without notice.
The fees quoted above are for ordinary estate planning documents and will apply to most of our clients. Occasionally, more complex drafting or attorney time is needed, resulting in an additional fee. If this applies to you, the attorney will disclose this to you during the consultation before engagement. For a non-exhaustive list of scenarios that may require more complex drafting, see below:
Bypass Trust Provisions
Special Needs Trust Provisions
Non U.S. Citizens
Separate Property Trusts