2026 Estate Planning: Fees Explained

Flat fees, quoted up front once I understand what your plan needs. No hourly billing, no surprise invoices.

Clear, plain-English planning that keeps your home out of probate and your wishes in charge.

Five-Star Attorney 600

Fees and Billing

Most estate planning work I do is billed as a flat fee. You'll know the cost before we start, once I understand your situation.
A complete trust-based plan — the trust, the pour-over will, the incapacity documents, and the deed that moves your California home into the trust — is a flat $4,100 for a married couple, $3,700 for one person. For comparison, probate on a $1,000,000 California estate costs your family about $46,000 in fees set by law — and 12 to 18 months in court. If your plan needs more than the standard package, you'll have the adjusted number in writing before anything starts — never after.

The fee reflects the planning process, not just the documents. You're paying for my time, judgment, and advice — not a binder full of paper.

Factors that affect cost: the number and type of assets you own, real estate ownership and titling, business interests, planning for children or blended families, special circumstances like special needs or Medi-Cal planning, and the coordination required to transfer assets into your plan properly.

My practice is built around depth, not volume. Expect multiple conversations, detailed review, and a planning process that extends beyond drafting documents. My approach takes time because it's designed to reduce future problems and ensure your plan actually works when it matters.

Your Next Step

Talk to Eric — a free 30-minute call, no pitch. You'll hear what your plan needs, what the flat fee would be, and what you can skip. Call 805-244-5291 or book a time online.

5-Star Client
Feedback

Schedule your free call

Want a straight read on where you stand?

Talk to Eric. A free 30-minute call, no pitch. He’ll tell you where you’re exposed, what it would cost to fix, and what you can skip.

Talk to Eric