Online Estate Plan

Need an estate plan? Call or complete the intake form today to consult and get started on your estate plan, completed by an experienced estate planning attorney.

Estate Plan Intake Form

Package & Pricing

My objective is to provide a complete customized estate plan, drafted by an experienced attorney, completely by phone, on-line, and/or virtually, at an affordable fee.

The ‘Standard Package’ fee for a complete estate plan for an individual is $1,500, and for a married couple/domestic partners is $2,000.

The ‘Standard Package’ and the services provided here, are for estates with a value of $0 – $10,000,000.

The ‘Standard Package’ includes the following items. Those with a (2) indicates one document each for a married/partner couple.

Revocable Trust
Will (2).
Durable Power of Attorney For Property Management (2).
Advanced Health Care Directive (2).
One deed and Preliminary Change of Ownership for California real property (Additional California deeds are $100 each).
Certificate of Trust.
Declaration of Trust Ownership of Personal Property.
Comprehensive Transfer Document.

The Standard Package does not include notary and recording fees, which are the responsibility of the client.

The following ‘A la Carte’ services are also available at the prices quoted.

Revocable Trust, $750.
Will, $250.
Durable Power of Attorney For Property Management, $250.
Advanced Health Care Directive, $250.
Deed for California real property, $200 for one and $100 for each additional.
Certificate of Trust, $250.
Declaration of Trust Ownership of Personal Property, $250.
Comprehensive Transfer Document, $250.
Excluding a revocable trust, any combination of two from above, $450.
Excluding a revocable trust, any combination of three from above, $600

What the clients are saying:

Brett,
Thank you, Brett, for helping us create an Estate Plan for our family. Though we are younger, creating a Trust and Will was important to us because we wanted to make sure our young children are taken care of should something happen to us. It is not easy to make decisions for the future whether short or long term. The plan you created gives us peace of mind that our wishes will be met no matter how life unfolds.
Thanks again!

Anne & Caleb

Let’s Get Started

This process can be completed entirely online and via email with no direct interaction with me, or preferably by phone and/or video conference (Zoom). The client chooses the method.

Here’s how the process works:

Complete as much of the intake form as possible and submit it online.
Make one-half of the total payment. You may contact me by phone before making the first payment.
I will review your intake form and call you for any additional information or clarification needed before proceeding.
I will prepare your estate plan, typically involving multiple communications to ensure accuracy.
Make the final one-half payment.
Review all documents. Once completed, I will email them (or mail via USPS) with explanations and highlighted sections for your review. I will guide you through the language unique to your plan.
Finalize the estate plan by signing and notarizing the documents. This is your responsibility. Once signed in the presence of a notary, the estate plan is officially created.
Record the notarized deed(s) at the County Recorder’s Office. This is also your responsibility.
After completing the above steps, your estate plan is complete.
Please scan and email a copy of the complete estate plan to me for my client file.

Estate Plan Intake Form