Initial Appointment: No Charge
Trust Package:
Single Person $1,775.00
Married (Standard) $1,975.00
Married (A/B) $2,175.00
Trust Package includes the following:
Trust
Will (Pour-Over)
Durable Power of Attorney
• Health Care
• Asset Management
Directive to Physician
Deed(s)*
Instructions re: Transfers
Community Property Agreement (if married)
What to Bring: For each piece of real property, bring a copy of the deed and a copy of a recent property tax bill.
Also bring the name, address and phone number of your accountant, stockbroker, insurance agent, and anyone you name as a trustee or beneficiary.
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*Prices include up to three (3) property transfers. Additional parcels are $235 per parcel. Recording fees are additional and payable to the County Recorder at approximately $9-$23 per deed. Deed transfers for California non-owner occupied properties are subject to an additional $75 fee as of January 2018.
Prices are effective through:
December 31, 2023 |
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