Pricing By Service
Estate planning is offered through the fixed-fee packages below. Trust administration is typically billed at 1% of the estate value. Probate representation follows California's statutory fee schedule.
Estate Planning
We have three package options. There are no ongoing fees or subscriptions. You pay half to get started and the rest is due when we deliver your notarized documents. (Usually 28 days)
$4,475.
Well-crafted estate plan fully protecting your family from probate.
$6,450.
Everything from Perfect Estate Plan, plus more deeds, more consults, and more updates to your documents later.
$9,650.
Everything from previous plans plus lifetime amendments and real estate representation.
Included here are Dynasty Trusts and other high net worth asset protection and tax strategies if needed.
Book Free Consult NowAfter A Death
01
Typically 1% of Estate Value
Trust administration fees are typically 1% of the estate value. The final fee may be higher or lower depending on the estate and is confirmed in the engagement agreement.
Schedule Free Consultation02
California Statutory Fee
Fees for ordinary probate legal services are calculated under California Probate Code §10810 based on the appraised value of the probate estate. Additional fees for extraordinary services require court approval.
View California Probate Code §10810Schedule Free ConsultationContact Us
Schedule a FREE consultation by phone, email, or by using the contact form.
619-840-3275
admin@PerfectEstatePlan.com
7590 Fay Ave. Suite 510, La Jolla, CA 92037