Estate Planning Fees

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 Print

 

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