ESTATE PLANNING SERVICES
Fees subject to change without notice.
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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:
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Bypass Trust Provisions
Special Needs Trust Provisions
Non U.S. Citizens
Separate Property Trusts
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TRUST PLANS
for married couples who exceed the probate asset threshold and/or are smartly planning ahead
Married $2500
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Individual $2000
Includes:
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Two Attorney Consultations
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Revocable Living Trust
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Pour-over Wills
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Trust Certification
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Financial Power of Attorney
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Advance Health Care Directive
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HIPAA waiver
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Assignment of Tangible Personal Property
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Nomination of Guardian for Minors (if applicable)
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Community Property Agreement
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Preparation and recording of a deed to transfer one property to your trust and ancillary documents
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Estate Planning Portfolio Binder with document copies
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All original documents
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Copies of signed documents in PDF format, if requested
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Notary Fees
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UPGRADE: If one or both of you already have an Essential Estate Plan, take $600 off this price. If one or both of you already have an Individual Complete Estate Plan, take $1000 off.
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UPDATE: Need an update or overhaul of your current Complete Estate Plan? A Trust Restatement & Complete Update of All Estate Plan Documents will cost between $500-$1250 depending on your unique situation.
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WILL
PLANS
for single individuals who exceed the probate asset threshold and/or are smartly planning ahead
Married $1000
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Individual $600
Includes:​
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Two Attorney Consultations
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Will
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Financial Power of Attorney
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Advance Health Care Directive
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HIPAA waiver
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Nomination of Guardian for Minors (if applicable)
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All original documents
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Copies of signed documents in PDF format
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Notary Fees
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*Note: This plan will not help avoid probate if client(s) exceed(s) the probate asset threshold at time of death.
KID PROTECTION PLAN
$500
for those who may not want or need a trust yet, but smartly want to get their affairs in order*
Review of Existing Estate Plan
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
$200
Includes:
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Up to Three (3) Hours Attorney Time to Thoroughly Review Client's Documents*
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One (1) Hour Attorney Consultation in-person or via phone
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$200.00 credit toward any subsequent Sunset Legal LLP service, if hired within one month of the Consultation.
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*Client must produce such documents to attorney in advance via electronic format or mail along with any specific questions in writing.