Upfront Estate Planning Pricing
Codi M. Dada Law Office provides clear, upfront pricing for estate planning services, with no hidden fees. Whether you need a revocable living trust, a durable power of attorney, or a full estate plan package, you’ll find our fees outlined below.
Comprehensive Estate Planning Packages
Individual Estate Plan – $2,450 includes the following:
- Smiling friendly estate planning attorney who is happy about helping people with estate planning.
- Revocable Living Trust
- Personalized planning session with an experienced estate planning attorney. (up to 90 minutes)
- Personalized detailed review and explanation meeting with an experienced estate planning attorney. (up to 90 minutes)
- Declaration of Trust
- Certification of Trust
- Schedule of Trust Assets
- Last Will and Testament
- Assignment of Personal Property
- Durable Power of Attorney
- Advance Health Care Directive
- Health Care Information Disclosure Authorization
- Instructions for Final Disposition
- Instructions in the Event of Dementia
- Written Trust Funding Instructions in addition to verbal explanations during the meetings.
- Cover letters to be used to properly title your financial accounts into the Trust, for each financial institution, retirement account, life insurance, and other written assistance.
- Any changes to the documents after the review meeting, if needed.
- Supervised signing ceremony with an attorney and Notary (up to 75 minutes)
- All documents digitally preserved for protection, and digital versions of all documents provided.
- Digital version of the Certification of Trust and Instruction letters for each of your financial institutions.
- Quality estate planning binder containing all the original documents.
- Written instruction on funding trust.
- No charge for future follow-up questions, clarifications, or providing instructions as to the way you should fund your trust.
- Free Amendment to your trust within 3 months of signing.
- Review sessions as you may need during your life.
Married Couple Estate Plan – $3,450 includes the following:
- Smiling friendly estate planning attorney who is happy about helping people with estate planning.
- Revocable Living Trust
- Personalized planning session with an experienced estate planning attorney. (up to 120 minutes)
- Personalized detailed review and explanation meeting with an experienced estate planning attorney. (up to 120 minutes)
- Declaration of Trust
- Certification of Trust
- Schedule of Trust Assets
- Last Will and Testament for each person
- Assignment of Personal Property
- Durable Power of Attorney for each person
- Advance Health Care Directive for each person
- Health Care Information Disclosure Authorization for each person
- Instructions for Final Disposition for each person
- Instructions in the Event of Dementia for each person
- Written Trust Funding Instructions, in addition to verbal explanations during the meetings.
- Cover letters to be used to properly title your financial accounts into the Trust, for each financial institution, retirement account, life insurance, and other written assistance.
- No charge for changes to the documents after the review meeting, if needed.
- Supervised signing ceremony with an attorney and Notary (up to 90 minutes)
- All documents digitally preserved for protection, and digital versions of all documents provided.
- Digital version of the Certification of Trust and Instruction letters for each of your financial institutions.
- Quality estate planning binder containing all the original documents.
- Written instruction on funding trust.
- No charge for future follow-up questions, clarifications, or providing instructions as to the way you should fund your trust.
- Free Amendment to your trust within 3 months of signing.
- Review sessions as you may need during your life.
Real Property Trust Funding Services & Recording Fees
We handle the entire process of transferring real property into your trust, including deed preparation, filing of the PCOR with each county, notary coordination, and recording with the county recorder’s office.
- Deed Transfer into Trust, with supporting documents as needed, includes obtaining original deed (1 property) – $475 (recording of out-of-state property may vary)
- Recording Fees (average, varies by county) – $25
*Actual county recording fees may vary.
Individual Document Pricing
Here are the core Estate Planning Document Costs if purchased individually. Reduced rate pricing available in event more than one document is purchased at the same time.
- Revocable Living Trust – $1,495 -includes two personalized meetings with an estate planning attorney, a supervised signing ceremony, and a digital version and paper version of the completed documents.
- Declaration of Trust – $150- included with the Revocable Living Trust, includes one personalized meeting with an estate planning attorney, a supervised signing ceremony, and a digital version and paper version of the completed document.
- Certification of Trust – $250 included with the Revocable Living Trust, includes one personalized meeting with an estate planning attorney, a supervised signing ceremony, and a digital version and paper version of the completed documents.
- Schedule of Trust Assets – $200 included with the Revocable Living Trust, includes one personalized meeting with an estate planning attorney, a supervised signing ceremony, and a digital version and paper version of the completed document
- Assignment of Personal Property – $150 includes one personalized meeting with an estate planning attorney, a supervised signing ceremony and a digital version and paper version of the completed documents.
- Durable Power of Attorney (Financial) – $300 includes one personalized meeting with an estate planning attorney, a supervised signing ceremony, and a digital version and paper version of the completed document.
- Advance Health Care Directive – $300 includes one personalized meeting with an estate planning attorney, a supervised signing ceremony, and a digital version and paper version of the completed document.
- Instructions for Final Disposition – $100 includes one personalized meeting with an estate planning attorney, a supervised signing ceremony, and a digital version and paper version of the completed document.
- Instructions in the event of Dementia – $100 includes one personalized meeting with an estate planning attorney, a supervised signing ceremony, and a digital version and paper version of the completed document.
- Assignment of Business Interests – $150 includes one personalized meeting with an estate planning attorney, a supervised signing ceremony and a digital version and paper version of the completed document
- Minor Children Protection Documents – $695 includes 1) Designation of guardian for minor children, 2) Health care power for minor children, 3) Durable power of attorney for minor children, and 4) fiduciary instruction letter to guardian of minor children. includes one review meeting and one signing meeting, and digital version of all documents.
Get in touch to receive a free initial consultation.