Estate Planning
Estate Planning is personal, and you need an estate plan that is all about you and your family. Robertson Law Group will explain all of your options and make sure your estate plan addresses your specific needs and concerns. You wouldn’t leave your children with a complete stranger – and you should be just as careful with the fate of your family if the unexpected occurs.
Without the overhead of a large firm, Robertson Law Group is able to Pass those saving on our services. But, unlike “trust mills” who keep their costs low by churning out cookie-cutter documents, you’ll receive a custom estate plan and an ongoing relationship with a local Marin-based estate planning attorney. We perform estate planning on a flat fee, with no hidden charges or add-ons.
Flat fee for complete estate plan:
Individuals: $3,400 | Couples: $4,400 |
Fees may vary if Client's have special circumstances, such as a Special Needs child, separate/diverse property holdings, children from a prior relationship, or an asset level that may be subject to estate taxes (generally over $10mm). All additional charges will always be agreed upon in advance.
Complete Estate Plan package includes the following services:
Living Trust
Emergency plan
Durable Power of Attorney
Advance Health Care Directive
Will
Guardianship nomination for minor children
Assistance in funding your trust, including transferring your CA real estate to your trust.
Personal service and answers to all of your estate planning questions.
Other Estate Planning Services
Trust revisions and
restatements
Special
Needs Trusts
Life Insurance Trusts
(ILITs)
Charitable Trusts
(CRTs)
Grantor Retained
Annuity Trusts (GRATs)
Trusts Protecting
Children and Grandchildren
Hourly rate for Trust Administration, Probate & other estate planning services:
Senior Attorney: $650/hour | Junior Attorney: $450/hour | Legal Assistant: $185/hour