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*

KID PROTECTION PLAN

A must-have for individuals or married couples who have minor children

*Included in all Trust Plans

*Provided in Will Plans at Discounted Rate

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

© 2020 by Sunset Legal LLP