No-Obligation 30 Minute Initial Estate Planning Consultation
Estate planning can avoid taxes, reduce costs, preserve assets and protect those you love.
Before purchasing any Estate package, call to make a complimentary No-Obligation 30 Minute initial estate planning consultation. Then, download and complete the appropriate worksheet which will provide the information needed for our initial consultation. If the worksheet is completed prior to the initial consultation appointment, an estate plan can usually be completed within two to four weeks after our first meeting.
The purpose of the initial consultation appointment is to review your estate planning needs and goals, answer any questions you have and confirm which Estate package best meets your needs.
During our initial consultation appointment, the potential cost of probate and tax which would occur with your current plan will be analyzed, and methods of reducing costs and accomplishing goals will be discussed. An exact quote of fees will be provided before you decide which estate planning Package you want completed.
THE BASIC ESTATE PLAN PACKAGES
These Estate packages are designed for California residents and contain the most commonly needed estate planning documents at very low rates.
Will Packages:
$299.00* for the Individual Will Package is for a single individual and consists of:
This package includes one office conference not including the initial conference to make sure that these documents are the most appropriate for you.
$499.00* for the Couple Will Package is for a couple (married or not) and consists of:
- all of the documents provided in the Individual Will Package for each person
Trust Packages:
$699.00* for the Individual Trust Package for a single individual which consists of:
This Living Trust is designed to avoid probate, not estate taxes.
This package includes two optional office conferences not including the initial conference to make sure that this type of trust is appropriate and detailed instructions for funding assets.
$899.00* for the Couple's Trust Package - a couple (married or not) and consists of:
Call to make a complimentary No-Obligation 30 Minute initial estate planning consultation to discuss these packages.
*All charges plus recording and notary fees plus $100 for each additional parcel of real property transferred to the trust.
The complimentary initial consultation is most beneficial to you when we receive the worksheet in advance of the consultation so your situation can be reviewed before we meet. This allows us to provide specific recommendations at the initial appointment. Please review and complete the enclosed worksheet and return it to us along with copies of deeds to real estate and copies of the day on latest real estate tax statements in the enclosed self-addressed, stamped envelope. All information submitted is held in total confidence, and is used for estate planning purposes only.
If a current financial statement exists, it may be enclosed in lieu of completing financial information pages of the worksheet. Specific data on the worksheet can be discussed and revised during our appointment. We would appreciate accurate spellings of all names on the worksheet since this information will be used in preparation of legal documents. When listing names of beneficiaries, trustees, or others, please list names as they should be used in legal documents. Remember to insert married names, if that is now their legal name.
By receiving the worksheet and copies of deeds and tax statements prior to scheduling the appointment, we can make sure that enough time is allotted to adequately discuss the situation, and, if specific information is needed, notification can be given prior to the appointment. If the worksheet is completed prior to the initial appointment, after the initial appointment, an estate plan can generally be completed within two weeks.
We will look forward to receiving the worksheet soon, and look forward to seeing you for your complimentary initial appointment.
