Online Estate Plan

Need an estate plan? Call or complete the Intake Form today to consult and get started on your estate plan completed by an experienced estate planning attorney.

Package & Pricing

My objective is to provide a complete customized estate plan, drafted by an experienced attorney, completely by phone, on-line, and/or virtually, at an affordable fee. 

The ‘Standard Package’ fee for a complete estate plan for an individual is $1,500, and for a married couple/domestic partners is $2,000. 

The ‘Standard Package’ and the services provided here, are for estates with a value of $0 – $10,000,000.

The ‘Standard Package’ includes the following items. Those with a (2) indicates one document each for a married/partner couple.

  • Revocable Trust
  • Will (2).
  • Durable Power of Attorney For Property Management (2).
  • Advanced Heath Care Directive (2).
  • One deed and Preliminary Change of Ownership for California real property (Additional California deeds are $100 each).
  • Certificate of Trust.
  • Declaration of Trust Ownership of Personal Property.
  • Comprehensive Transfer Document.

The Standard Package does not include notary and recording fees, which are the responsibility of the client.

The following ‘A la Carte’ services are also available at the prices quoted.

  • Revocable Trust, $750.
  • Will, $250.
  • Durable Power of Attorney For Property Management, $250.
  • Advanced Heath Care Directive, $250.
  • Deed for California real property, $200 for one and $100 for each additional.
  • Certificate of Trust, $250.
  • Declaration of Trust Ownership of Personal Property, $250.
  • Comprehensive Transfer Document, $250.
  • Excluding a revocable trust, any combination of two from above, $450.
  • Excluding a revocable trust, any combination of three from above, $600.

What the clients are saying:

Brett,
Thank you, Brett, for helping us create an Estate Plan for our family. Though we are younger, creating a Trust and Will was important to us because we wanted to make sure our young children are taken care of should something happen to us. It is not easy to make decisions for the future whether short or long term. The plan you created gives us peace of mind that our wishes will be met no matter how life unfolds.
Thanks again!

 Anne & Caleb

Let’s Get Started

This process can be completed on-line and email exclusively with no interaction with Brett Gilman, or by phone (preferred) and/or video conference (zoom), as detailed below, client chooses. Here is how the process works.

  1. Client completes as much as possible of the ‘Intake Form’ and submits it on-line.
  2. Client makes one-half of the total payment. Feel free to contact Brett Gilman by phone before making the first payment.
  3. Brett Gilman will review the intake sheet and contact client(s) by phone for additional information and/or clarification if needed before beginning.
  4. Brett Gilman will complete the estate plan. This process typically includes multiple communications from Brett Gilman to client to ensure accuracy.
  5. Client makes the final one-half payment.
  6. Client to review all documents. Once the estate plan is completed by Brett Gilman, the documents will be emailed (or USPS mailed) to client with an explanation and highlighting of the sections for client to review for each document. Brett Gilman will focus client on the language that is unique to the client’s estate plan. 
  7. Client to complete creation of the estate plan by signing and notarizing the estate plan. This is the responsibility of client. Once the estate plan has been reviewed and is acceptable, it will need to be printed and signed in the presence of a notary. Once the documents have been signed in the presence of a notary, the estate plan has been created.
  8. Once the trust and deed(s) have been notarized, the deed(s) must be recorded at the County Recorder’s Office. This is the responsibility of the client.
  9. Once the above has been completed, your estate plan has been completed.
  10. Brett Gilman requests that client scan and email a copy of the complete estate plan to him for his client file.
Estate Plan Intake Form

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