3223 Webster Street
San Francisco, CA 94123
Tel: (415) 441-5943
Fax: (415) 276-1881
christine@christinebrownlaw.com
San Francisco, CA 94123
Tel: (415) 441-5943
Fax: (415) 276-1881
christine@christinebrownlaw.com
3223 Webster Street, San Francisco, CA 94123 | Tel: (415) 441-5943 | Fax: (415) 276-1881 | christine@christinebrownlaw.com
FEES
ESTATE PLANNING FEES:
Clients generally have the option of choosing between a flat fee and an hourly rate for their Basic Estate Plan.
A Basic Estate Plan includes:
Clients generally have the option of choosing between a flat fee and an hourly rate for their Basic Estate Plan.
A Basic Estate Plan includes:
- Consultation. Ms. Brown first meets with her clients to discuss financial and personal circumstances. Ms. Brown considers her client's goals, counsels her client on current tax and estate planning laws and advises her client on the best approach to meet the stated goals.
- Tax planning. Estate Planning generally focuses on Federal Estate (death) taxes but also may encompass income, gift, real property, or other qualified retirement plan taxes. Often times, significant Federal Estate taxes can be saved by proper planning before death. Ms. Brown provides tax advice based on each client's financial and personal circumstances.
- Estate Planning Documents. The following documents are generally drafted as part of the Basic Estate Plan: Will or Living Trust, pour-over Will (if a living trust is used), Power of Attorney for financial matters, Health Care Power of Attorney (for financial matters) and Advanced Health Care Directive.
- Transfer of Title. Ms. Brown assists her clients with transferring the title of assets.
- Continued Counseling. Ms. Brown continues to counsel her clients during the process of drafting the documents for the Basic Estate Plan.
HOURLY RATE
Ms. Brown's hourly rate is $285. Ms. Brown may also employ a paralegal or legal assistant to assist her. The rates for paralegals and legal assistants are within the range of $75 - $150.
FLAT FEE
The flat fee for the Basic Estate Plan is as follows:
Basic Estate Plan for a single person = $1,900
Basic Estate Plan for a married couple with an A/B Trust = $2,400
Basic Estate Plan for a married couple with an A/B/C Trust = $2,900
*More complex estate plans may require a slightly higher flat rate.
Whether an A/B Trust or an A/B/C Trust is used for a married couple depends on the couple's financial situation and their wishes. Ms. Brown will advise the clients as to the proper trust structure after the initial meeting. If a Will, rather than a living trust, is desired by the client than Ms. Brown's hourly rate will apply.
PROBATE AND TRUST ADMINISTRATION:
Attorney's fees for probate administration are dictated by the current law under Probate Code Section 10810 and are based on the value of the estate. Trust Administration is provided at an hourly rate only.
Ms. Brown's hourly rate is $285. Ms. Brown may also employ a paralegal or legal assistant to assist her. The rates for paralegals and legal assistants are within the range of $75 - $150.
FLAT FEE
The flat fee for the Basic Estate Plan is as follows:
Basic Estate Plan for a single person = $1,900
Basic Estate Plan for a married couple with an A/B Trust = $2,400
Basic Estate Plan for a married couple with an A/B/C Trust = $2,900
*More complex estate plans may require a slightly higher flat rate.
Whether an A/B Trust or an A/B/C Trust is used for a married couple depends on the couple's financial situation and their wishes. Ms. Brown will advise the clients as to the proper trust structure after the initial meeting. If a Will, rather than a living trust, is desired by the client than Ms. Brown's hourly rate will apply.
PROBATE AND TRUST ADMINISTRATION:
Attorney's fees for probate administration are dictated by the current law under Probate Code Section 10810 and are based on the value of the estate. Trust Administration is provided at an hourly rate only.
BUSINESS AND LITIGATION:
Ms. Brown's hourly rate generally applies for advice on business and litigation matters.
Ms. Brown's hourly rate generally applies for advice on business and litigation matters.
