Flat fees & packages

You should know thecost before we start.You should knowthe cost beforewe start.

Every plan is explained in writing, including the documents, the follow-through, and the fee. Payment is half when you approve your plan and half at signing.

A straightforward plan

Will Package

$1,350 one person
$1,850 a couple

A will for each person
Durable power of attorney
Advance health care directive
HIPAA authorization
Signing meeting with witnesses and notary

Best for people who rent, or whose savings are mostly in accounts that already name a beneficiary.

A complete plan

Living Trust Package

$2,950 one person
$3,450 a couple

Revocable living trust and pour-over will
Powers of attorney, health care directives, and HIPAA authorizations
Certification of trust for banks
One SLO County home deed, recording fees included
Bank and brokerage retitling letters
Printed binder, scanned copy, and 60-day funding call

Designed for people who own a home or want a clearer, private path for their family.

Updates & additional work

Clear pricing after the signing, too.

Trust amendment: $850
Trust restatement: $1,450
Second property: $450 per deed
Special needs trust for a family member with a disability: $1,750

Work after someone has died

Handling a trust or probate after death is not flat-fee work. It is billed at $350 an hour, with a written estimate first.

Book a free meeting to discuss your plan

“The fee in her letter was the fee on the invoice, and she explained what a successor trustee does better than anyone ever had.”

Sam O., Arroyo Grande