| Contact |
Richard T. Williamson,
Attorney at Law
1945 Palo Verde Ave., #101
Long Beach, CA 90815Phone: 562-431-1956
Fax: 562-431-4433
Office Hours:
Mon-Thurs: 9:00am-5:00pm
Friday:
9:00am-1:00pm |
|
What Does it Cost?
There are two ways
to purchase estate planning documents; in a complete set or by
each individual document. The more cost effective way is to have
your planning done all at one time. However, there are
situations where a single specific document is needed
immediately or client has already had some documents drafted.
The pricing below details both full estate plan pricing and
prices for the individual documents.
The Complete Estate Planning Package
Includes:
-
Two Attorney
consultations
-
Revocable Living
Trust
-
Trust Synopsis
(in plain English not legalese)
-
Separate
Schedule "A" - Initial Trust Assets
-
Pour-over Will(s)
-
Trust
Certification
-
Durable Power of
Attorney for Business Affairs
-
Advance Health
Care Directive
-
Assignment of
Tangible Personal Property
-
Nomination of
Guardian for Minors (if any)
-
Declaration of
Community Property (where appropriate)
-
Preparation and
recording of a deed to transfer one property to your trust
-
County
preliminary change of ownership report for recorded deed
-
Indexed and
Organized Trust Portfolio/Binder
-
County recording
fees
-
All Notary fees
-
Any necessary
legal updates for 5 full years
| Complete
Estate Plan(s) |
|
Price |
AARP & DAV
Member Price |
| Estate
Planning Package (for a single person) |
|
$850 |
$680 |
| Estate
Planning Package (Husband & Wife) |
|
$995 |
$796 |
The fees quoted above are
for ordinary and customary estate planning documents and will
apply to about 95% of our clients. However, occasionally a
client's particular situation requires more complex drafting or
additional legal work. In those situations, the standard rates
will apply for all but he additional work requested or required.
The following are some examples of situations where additional
attorney work might be necessary: |
We are legal service providers for and offer discounts to:
Seniors
(AARP)
Teachers' Associations
Police, Sheriff & Other Law Enforcement Associations
Firemen & Paramedics
Employees of:
Boeing
Northrop Grumman
UC Regents
USC
State of CA
Microsoft Corporation
Ford Motor
General Electric
We are also legal service providers for:
|
|
| Additional Provisions and /or
Other Attorney Work |
|
Fee |
AARP & DAV Member Price |
| Bypass trust provisions.
Commonly referred to as A-B provisions. Strongly
recommended for estates exceeding the individual estate tax
exemption (currently $2 million). |
|
$150 |
$120 |
| Special needs trust
provisions. Usually needed if an heir is handicapped
or disabled and receiving government benefits. Protects from
the heir from losing his or her benefits and stops the
government from taking the inheritance. |
|
$150 |
$120 |
| Non U.S. Citizens.
Unique tax considerations come into play with non
U.S. citizens. Special Trust provisions are
required. |
|
$150 |
$120 |
| Assignment of business
interests. Necessary when a client owns a corporation,
limited liability company, partnership, or other business
entity. |
|
$75 |
$60 |
| Drafting and recording of
specialty deeds. Occasionally clients need to remove a
name on a property or to clear title before transferring
into their trust. Includes Notary and County recording fees. |
|
$125 |
$100 |
| Drafting and recording of
deeds for additional properties (concurrent with trust
signing). Many of our clients own more than one
property. The full estate plan package includes the transfer
of one property. The fee quoted here is for each additional
property transferred and includes the drafting and recording
of the deed, the drafting and filing of the required
Preliminary Change Ownership Report, the Notary fees, and the
County recording fees. |
|
$125 |
$100 |
| Drafting and recording of
deeds for future properties acquired. In most situation,
future properties acquired by a client can be deeded
directly into the trust by the escrow at closing. However,
some clients prefer to have us do it. The fee quoted here is
for each future property transferred and includes the
drafting and recording of the deed, the drafting and filing
of the required Preliminary Change Ownership Report. NOTE:
Notary fees and County recording fees are not
included. |
|
$150 |
$120 |
| Hourly Rate. Our office
strives to set flat rates on legal services so that clients
will always know exactly what to expect regarding fees. In
those unusual situations where a client requests work for
which no flat rate has been established and cannot be
estimated, our hourly rate will apply. |
|
$300 |
$240 |
Most clients
choose to have complete estate plan packages done because the
documents end up being less expensive and the notary and
recording fees are included. However, occasionally situations
will arise where a client simply wants an individual document.
In those cases, the fees are as follows:
|
Individual Estate Planning Document(s) |
|
Price |
AARP & DAV Member Price |
|
Stand Alone Living Trust |
|
$495 |
$396 |
|
Stand Alone Will (individual) |
|
$250 |
$200 |
|
Stand Alone Wills (couple) |
|
$300 |
$240 |
|
Durable Power of Attorney for Business Affairs |
|
$100 |
$80 |
|
Advance Health Care Directive |
|
$100 |
$80 |
|
Nomination of Guardian for Minor Children |
|
$100 |
$80 |
|
