Estate Planning is personal, and you need an estate plan that is all about you and your family. Heather 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, Heather is able to charge less for her 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 estate planning attorney. Heather performs estate planning on a flat fee, with no hidden charges or add-ons.
Flat fee for complete estate plan:
Individuals: $2,950 | Couples: $3,500
If you require more complex estate planning due to diverse or out of state property holdings, or some other time-intensive matter, the above flat fee may be increased by $100-$500, but all additional charges will be agreed upon in advance.
Complete Estate Plan package includes the following services:
Power of attorney
Health care directive
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
Life Insurance Trusts
Annuity Trusts (GRATs)
Children and Grandchildren
Hourly rate for Trust Administration, Probate & other estate planning services:
Attorney: $475/hour | Legal Assistant: $185/hour