Getting Started If You Don't Have an Estate Plan Now

Getting Started If You Don't Have an Estate Plan Now To get started with your estate plan, download the Getting Started/Getting Finished Packet. It includes comprehensive estate planning information, an outline of my fees and how the process works, and a questionnaire that you should try and fill out before our first meeting. AN UNFINISHED ESTATE PLAN DOESN'T ACCOMPLISH YOUR GOALS. I WILL ASK YOU TO COMMIT TO A COMPLETION CONTRACT AT OUR FIRST APPOINTMENT, AND WE WILL SCHEDULE YOUR DRAFT REVIEW AND SIGNING APPOINTMENT AT THAT TIME.  If you don't finish in 6 months, I will bill you on an hourly basis for the remaining work in addition to the Flat Fee. I know this sounds daunting, but 3 months is plenty of time to get your plan done if you focus on it, so six months is more than enough.

Flat Fee Portfolios include the following:

  • All of the essential estate planning documents.
  • No-hassle flat fee pricing.
  • The transfer of your residence into your trust. (I do bill you for third party costs, such as recording your deeds with the county.) Each additional piece of California property transferred into the trust will be billed at $300/deed, this covers the cost of preparing the deed and the cost of recording that deed. 

I do my best to do all of my drafting on a Flat Fee basis. It makes for transparency, and lets you ask the questions you need to ask to understand the plan. For certain, complex matters, though, when you need her help to draft customized plans for complicated family situations or for sophisticated business assets, I have found that hourly rates are the fairest, and most transparent way to offer excellent service for more complex matters. After your first meeting, and before you sign my engagement letter, I will discuss the proper pricing for your plan and we will agree, together, on the Flat Fee for your plan.

To get your free copy of Getting Started Packet please fill out the form below.

If you, like many others, have been putting this off for ages, don't worry! My entire focus, from beginning to end, is to get your plan done efficiently and effectively. Getting Started is important, but Getting Finished is what matters.

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Choosing Wisely: Nominating Guardians for Your KidsClick here to download Choosing Wisely: Nominating Guardians for Your Kids

Choosing a guardian for your children means thinking and talking about the difficult subjects: death, religion, dreams, fears, money and family relationships.