It’s not the right question.
The question you need an answer to first is “What do I really need to have in place to ensure me, my family, and money are cared for the way I want?”
Far too many people make their estate planning decisions based on what it’s going to cost. Sometimes, that may be the right criteria. Most of the time it’s not.
The problem is you don’t know what you don’t know.
When you get on the internet to download a cheap will or fill out canned documents from a book or DIY kit from the office supply store, you don’t know what you are actually putting into place or setting in motion.
When tragedy strikes, it’s your family who is left holding the bag.
Failed plans, unnecessary, expensive, totally public probate, multiple probates in different states, even, loss of sovereignty, legal fees for guardianships and conservatorships, being at the mercy of the judicial system.
When you hire our firm, you aren’t paying for documents.
You are hiring our firm for legal guidance throughout your lifetime and to be there for your loved ones when you can’t be.
When you hire our firm, you aren’t renting our time, but my brain and my heart. You are hiring an ally who will help you get your affairs in order, and keep them there across time and changes in the law, tax policies, and your life.
When you call our firm and ask how much for a Will, we can’t give you an answer because we don’t even know if that’s what you need.
Maybe a Will would suffice for your family, but maybe it won’t. And if we tell you how much a Will costs and then you come into our office and you need so much more, you’ll be angry with us.
So we won’t answer your question. Because we don’t charge for Wills. We charge for advice, guidance, counsel, and support. The Will? It’s free.
Our process begins with an Estate Planning Strategy Session. Before this Session, you will receive a package of information with homework for you to complete so you can benefit from the time with me the most.
Whether we ever write a Will (or any other documents) for you or not, we want every interaction of ours to be extremely valuable to you.
To that end, we’ll review the homework you complete before we meet. And then we’ll invest our time together exploring your life, looking at what would happen to you, your children, your money, and the people you love if anything happens to you.
You will feel heard, cared about, informed, educated, and empowered to make the best decisions for the people and things that matter most in your life.
If, after we spend that time together, it turns out you need a Will (or any other type of legal planning), it will be because we came to that conclusion together.
Then, we will offer you planning packages that will cover the different options for taking care of things the way you want.
One of the main goals of our law practice is to help families like yours plan for the safe, successful transfer of wealth to the next generation. Call our office today to schedule a time for us to sit down and talk about your estate plan, where we can identify the best strategies for you and your family to ensure your legacy of love and financial security. Our office is located in Santa Ana, CA but we serve all of California including Irvine, Orange, Tustin, Newport Beach, and Anaheim.