Basic Trust Packages:

For married couples, the basic trust package includes a living trust, two pourover wills, and one California deed to transfer the clients' residence to the trust: Total: $975

For single persons, the basic trust package includes a living trust, one pourover will, and one California deed to transfer the client's residence to the trust: Total: $875

Premium Trust Packages:

For married couples, the premium trust package includes a living trust, two pourover wills, one California deed to transfer the clients' residence to the trust, two advance health care directives, and two durable powers of attorney for financial purposes: Total: $1,275

For single persons, the premium trust package includes a living trust, one pourover will, one California deed to transfer the client's residence to the trust, one advance health care directive, and one durable power of attorney for financial purposes: Total: $1,000

Deeds:  The fee for additional deeds is $250 per deed for California property, including preparation, signing, notarization, recordation of the deed, and recording fees. Fees may be higher for out-of-state deeds, depending on recording fees charged by each county. 

Fees quoted for estate plans listed above are flat fees. They include all of the meetings and telephone calls needed to discuss the details of the estate plan, modifications to the estate plan in the draft stages, notarizations, recording fees, and witnessing.

Other Fees:

Wills (not part of a trust package): $300 per person, $500 per married couple, or registered domestic partners, including witnessing and three copies of each will.

Irrevocable Life Insurance Trust:  $1,200

Trust administration: $250 per hour

Probate: Statutory fees where applicable, otherwise $250 per hour. For statutory probate fees, click here: Probate

Initial consultations regarding estate plans are free. For more information, click here: Consultations

For information about estate planning procedures, click here: Estate Planning Procedures

These fees will remain in effect until July 15, 2008.

Note:  The term "living trusts," as used on this page, does not include dynasty trusts, beneficiary controlled trusts, or asset protection trusts.

This website is produced by Stephen C. Gruber, Attorney at Law, 5050 El Camino Real, Suite 111, Los Altos, Santa Clara County, California 94022, Telephone:  650-965-7300.