ESTATE PLANNING SERVICES

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

Complete
Trust Plan

For those who exceed the probate asset threshold and/or are smartly planning ahead

$2000

Individual

$2500

Married Couple

Includes:

  1. Unlimited email and phone calls with Attorney from hire until signing

  2. Up to two (2) in-person Attorney meetings

  3. Revocable Living Trust

  4. Pour-over Will(s)

  5. Trust Certification

  6. Financial Power(s) of Attorney

  7. Advance Health Care Directive(s)

  8. HIPAA waiver(s)

  9. Assignment of Tangible Personal Property

  10. Child Protection Plan/Nomination of Guardian for Minors (if applicable)

  11. Community Property Agreement

  12. Estate Planning Portfolio Binder with document copies

  13. All original documents

  14. Copies of signed documents in PDF format, if requested

  15. Notary Fees

**Deed Transferring Personal Residence into Trust is not included but will be discounted to $100 to cover costs**

 

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.

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.

Essential
Will Plan

 

$600

Individual

$1000

Married Couple

For those who may not want or need a trust yet, but smartly want to get their affairs in order*

Includes:

  1. Unlimied email and phone calls with Attorney from hire until signing

  2. Up to two (2) Attorney meetings

  3. Will(s)

  4. Financial Power(s) of Attorney

  5. Advance Health Care Directive(s)

  6. HIPAA waiver(s)

  7. All original documents

  8. Copies of signed documents in PDF format

  9. Notary Fees

*Note: This plan will not help avoid probate if client(s) exceed(s) the probate asset threshold at time of death.

Child
Protection Plan

$500

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

Included in all Trust Plans;

Can be added to a Will Plan at discounted rate ($400)

Includes:

  1. Nomination of Guardianship

  2. Letter to Family Template

  3. Confidential Exclusion Letter if applicable

  4. Short Term Guardian/Caregiver Authorization

  5. Fridge Emergency Contact Sheet

  6. Two (2) Emergency contact stickers

  7. All original documents

  8. Copies of signed documents in PDF format, if requested

  9. Notary Fees

Review
of Existing 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

$350

Includes:

  1. Up to three (3) hours Attorney time to thoroughly review client's documents*

  2. One (1) hour Attorney consultation in-person or via phone

  3. $350.00 credit toward any subsequent Sunset Legal LLP service, if hired within one month of the Consultation.

*Client must produce such documents to attorney in advance via electronic format or mail along with any specific questions in writing.

Stand Alone
Documents

For those occasions where a client simply wants an individual document, or a document not generally included in the estate plan packages

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