All
estate plans listed below include a revocable living trust, pour-over
wills, powers of attorney for both property and health care, living
wills, a deed to transfer your home to the trust, letters and instructions
with assistance in transferring other assets to your trust, community
property agreement, checklist for surviving spouse and successor
trustees, a certification of your trust, a "Plain English Explanation"
of your entire estate plan, three (3) appointments with Mr. Mahony
personally and unlimited free telephone consultation.
Standard or A-B Trust
Estate Plan Review
If
the above scenario does not apply to you, go on to Roman numeral
II, below.
I. Standard or AB Trust Married:
$700.00
Single:
$550.00 The
only additional fee would be for transferring properties other than
your primary residence to your trust; fees are $50.00 for California
properties and $75.00 for out-of-state properties.
II. Estate Plan Review (a
complete review of your estate plan and recommendations for updates
and/or changes)$100.00
*Fine
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