Estate Planning

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: $2,500 | Couples: $3,000

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:

Living trust

Emergency plan

Power of attorney

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

Trust Administration & Probate

Heather can administer your family’s trust or probate estate for an agreed upon flat-fee or hourly rate that will almost always be less than the “normal” fees set by California courts. All fees will be agreed upon up-front, with no surprises.

Hourly rate for Trust Administration, Probate & other estate planning services:

Attorney: $375/hour | Legal Assistant: $145/hour