Rates
Trusts, Wills, Estate Administration & Court Proceeding Rates
Trust estate plans include the following: Revocable Living Trust
Pour-Over-Will*
Durable Power of Attorney for property* Durable Power of Attorney for health care*
Deed prepared and recorded that transfers California residence to Trust
Instructions for transfer to the Trust of bank accounts, stock and other investments, life insurance, retirements, residuals, copyrights and more
Estate Plan Book for maintaining organized records
♦♦ For a single person: $1,750
♦♦ For a married couple: $2,500 *One each for a husband and wife
The quoted fee is for a basic probate avoidance trust. Additional unusual provisions may require a higher fee based on research and drafting time. There is a $1,000 additional fee for expedited documents (in one week), $1,000 paid in advance.
TRANSFERS or RECORDINGS of DEEDS or RELATED DOCUMENTS:
Real property located in California: $500 per transfer Affidavit of death of joint tenant or trustee: $800 each Real property located outside of California: $800 or more
WILLS: $500 each (more if complex provisions or numerous specific gifts and conditions) PROBATES: Percentage set by law based on the gross value of property
From BY this: To: Fee amount:
$ 00 | $ 100,000 |
|
| 4% | of gross estate |
$ 100,000 | $ 200,000 | $ 4,000 | + | 3% | of amount over $100,000 |
$ 200,000 | $ 1,000,000 | $ 7,000 | + | 2% | of amount over $200,000 |
$ 1,000,000 | $10,000,000 | $ 23,000 | + | 1% | of amount over $1 million |
$ 10,000,000 | $ 25,000,000 | $117,000 | + | .5% | of amount over $10 million |
SPECIAL NEEDS AND CONSERVATORSHIPS FOR SENIORS, TRUST ADMINISTRATION, SPOUSAL PROPERTY PETITIONS: $350 to $500 per hour (retainer
fee required in most cases)
Clients able to attend and observe court proceedings by zoom from anywhere in the US or World. Able to file proceedings anywhere in California.
ONE HOUR CONSULTATION BY PHONE, IN PERSON OR BY ZOOM – $300