Revocable Trust Package Fee Schedule

For General Public

[fees valid through 4th Quarter 2009]

If you reside in California, documents will be prepared by an attorney at your home or business!  The following are general fees. Each person’s situation is different and there may be added work that needs to be done to accomplish an appropriate plan for each individual situation. As such, there may be additional resulting fees.  These are outlined in a fee schedule lower on this page.

 

The above are general fees. Each person’s situation is different and there may be added work that needs to be done to accomplish an appropriate plan for each individual situation. If you have 1) a blended family, 2) out of state real estate, 3) a disabled child or parent beneficiary of your trust, 4) an estate over $.5 million, or 5) an estate plan involving the tax savings of Charitable Trusts, see following chart for additional and optional fees.

FEE STRUCTURE            

When I meet with a client I prefer that my clients know what my fee will be before I arrive at their house. Having now done this service for over a quarter of a century, I know that each client is different as to their needs, and what is required for their estate. Some clients can and want to do things on their own to reduce their fee. Some clients need help and prefer my assistance because I know what to do and I can it right the first time. I know what takes time and in general how much time will be required for any specific service I need to do. I have prepared the table below so that you can see what may be affect your fee in your particular situation. I look forward to meeting with you.

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