Fee Schedule

Shawna takes out the guess-work and provides her clients with complete packages for most all services offered.  There are no hidden fees or costs, ever.  If you do not already know what service(s) you want, Shawna will provide you with her recommendation that best fits your needs as well as the total cost at the end of your free 1-hour consultation.  All services, even a la carte services, include a free 1-hour consultation as well as a meeting with Shawna to review your documents, once complete, and Notary Public Fees.  In most cases, you Shawna will need only one week to provide your custom-tailored document(s).  A $100 retainer is required before Shawna begins work.         

Will Packages

 

  • $300     One Will and one Advance Health Care Directive, for a single unmarried person with no children   
  • $400     One Will and a Testamentary Trust for minor child(ren), a Medical Consent Authorization for Minor Child(ren) and an Advance Health Care Directive, for a single person with child(ren)      
  • $500     Two Wills and two Advance Health Care Directives, for a couple who is married or are domestic partners, no children     
  • $750     Two Wills and a Testamentary Trust for minor child(ren), two Advance Health Care Directives and a Medical Consent Authorization for Minor Child(ren), for a married couple or domestic partners who have child(ren) from their relationship    
  • $900     Two Wills and a Testamentary Trust for minor child(ren), two Advance Health Care Directives, and a Medical Consent Authorization for Minor Child(ren), for a married couple or domestic partners who have child(ren) from prior relationship(s)     

 

Trust Packages

In addition to a trust, these packages include the drafting and recording of one deed of real property, an Advance Health Care Directive, Medical Consent Authorization for Minor Child(ren), a Will to establish guardianship of minor children and/or deal with any property that is not included in the trust, a Power of Attorney and a HIPPA release.  Whether it is an A-B Trust, a Special Needs Trust, or your Trust involves the assignment of your business interest, the pricing is the same and simply depends on the value of your estate as follows:

  • $ 1,750     For estates worth less than $500,000
  • $2,000    For estates worth between $500,000-$1,000,000
  • $2,500    For estates worth between $1,000,000-2,000,000
  • $3,000    For estates worth over $2,000,000

  

A La Carte Services

  • $200     Advance Health Care Directive   
  • $ 125     Do Not Resuscitate Order    
  • $200     Drafting and Recording of Deeds to Real Property Located in California   
  • $ 125     Durable Power of Attorney & HIPPA Release    
  • Any services outside of those listed above are billed at Shawna's hourly rate of $275.00 per hour.  

 

Probate Fees

In addition to any fees payable to the Court, Shawna also charges the statutory attorney fees commensurate with the those listed in the California Probate Code and is based on the fair market value of all assets in the case without taking any of the liabilities into account.  The fee schedule is:

  •  4% of the first $      100,000
  •  3% of the next $     100,000
  •  2% of the next $     800,000
  •  1% on the next $  9,000,000
  • .5% on the next $ 15,000,000