Estate Planning, Elder Law and Asset Protection Fees

Legal Fees

Your initial consultation for a new living trust/will is always FREE and without obligation.  Call 949.288.3598  to set up your appointment.  Our fees are always disclosed in advance so there are no surprises.

Estate Planning

- Our Custom Estate Planning Package includes:

• Living Trust (Including AB Living Trust)
• Pour Over Will (2)
• Durable Power of Attorney (2) 
• Advanced Healthcare Directive (2) 
• Estate Planning Binder for original documents
• Digital copies of all estate planning documents
• All consultations with Brian Chew
• One free amendment during the first year
• Draft and File new grant deed for your primary residence (Additional fee if outside California)
• All notary and filing fees

$1,750 for couples or $1,500 for individuals

- Our Will Package Includes

• Will (including any testamentary trusts) (2)
• Durable Power of Attorney (2)
• Advanced Health Care Directive (2)
• One free amendment during the first year
• All consultations with Brian Chew
• Upgrade to a Living Trust during the first year for $500 
• All notary fees

$1,200 for couples and $1,000 for individuals

Other Estate Planning Services/Trusts

• Amend Exisiting Trust/Will - $250 per hour, minimum of 2 hours
• Restatement of Existing Living Trust - $1,500
• Irrevocable Life Insurance Trust - $2,500
• Grantor Annuity Trust, Charitable Remainder Trust - $3,000
• Qualified Personal Residence Trust - $3,000
• Special/Supplemental Needs Trust (3rd party) - $1,250 alone or $1000 as part of a complete living trust package
• Irrevocable Support Trust - $1,500
• Add Durable Power of Attorney -$150l/$250 single/couple
• Add Advance Health Directive - $150/$250 single/couple
• Ads POA and Health Directive - $250/$350 single/couple

Long Term Care Benefits Planning

• VA Residence Trust/Medi-Cal Estate Recovery Lien Avoidance Trust - $1,500
• Irrevocable Medi-Cal Qualification Trust - $1,750
• Optional Services related to qualifying for long term care benefits
  • Transfer home to trust: $150 per quitclaim deed (CA Only) - Other states TBD
  • Affidavit: Death of Joint Tenant/Trustee - $150 (CA only)- Other states TBD
  • Add Durable Power of Attorney -$150l/$250 single/couple
  • Add Advance Health Directive - $150/$250 single/couple
  • Ads POA and Health Directive - $250/$350 single/couple
  • Record Power of Attorney $75
  • Affidavit: Consent of Beneficiary $150 (blank and can be used multiple times)
  • Add standalone will $750 for individual and $950 for a couple
  • Amend existing living trust/will - $250 per hour
  • Download current grant deed - $20 per deed

Business Entity Formation Services

Incorporation - C or S Corporation

• Consultation with an Attorney
• Name Search and Reservation
• Prepare and File Articles of Incorporation with Secretary of State
• Prepare and File first Statement of Information with Secretary of State
• Provide IRS S Corporation election form
• Corporation Kit including corporate bylaws, corporate seal, stock certificates and ledger
• All state filing and service fees (does not include $800 FTB annual minimum tax)

$1200 flat fee

• Additional fees may be required for professional corporations

Limited Liability Companies

• Name Search and Reservation
• Prepare and File articles of organization
• Prepare and File first Statement of Information with Secretary of State
• An LLC Kit which includes a company seal; printed membership certificates; LLC record book; forms for the IRS, membership interest, membership roll and a basic operating agreement
• All state filing and service fees (does not include $800 FTB annual minimum tax)

$1000 flat fee

• Additional fees may be required for customized operating agreement to increase the asset protection level of the LLC: $300 for customized operating agreement when we set up your LLC, $600 if you have an existing LLC.

Business Law

Contract Review: $250 per hour (min 2 hours)