Living Trust Mobile

• Living Trustmobile Services
  (Fees in our Huntington Beach office are the same as quoted below, but there is no time or mileage fee)

1. House, Hospital and Place of Business/Work calls: Orange County, Los Angeles County $35.00 flat showup fee (we do not charge for time and mileage). In Ventura, Santa Barbara, Riverside, San Bernardino and San Diego Counties $70.00.
   

2. Hourly rates: Document Preparation, and general legal services - $250.00 per hour. (1 hour minimum)
   

3. Flat Fee Services: Complete Estate Plan includes 3 Ring Organizer and Index Tabs, Living Trust, Pour Over Will(s), Durable Power of Attorney for Property Management, Health Care Power of Attorney (Living Will Provisions). One California Deed (does not include Filing Fees with County Recorder) Single Persons $1,000 and Married Couple $1,250.00 - $1,500.00. Generation Skipping Trusts and Special Provisions, additional fees are quoted in advance.
   
   
4. Estate Settlement: Small Estates (No Estate Tax Return Form 706 needed) Minimum Fee $1,500.00, billing at hourly rate $250.00 per hour. Includes conferences, Affidavits of Death for Real Estate, Trust Transfer Deeds, Allocation of Assets, Notice by Trustee (required), Preliminary change of ownership reports, parent child exclusion forms, obtain Trust Identification Number (TIN) where required, misc. correspondence .
   
   
5. Estate Settlement: Larger Estates (Estate Tax Return Form 706 and ET-1 needed) Minimum Fee $2,500.00 to 1% of Decedent's portion of Estate, Includes all of the above plus inheritance tax returns, and advice on further Estate Tax Reduction strategies.
   
   
6. Irrevocable Trusts: Insurance Trusts, Qualified Personal Residence Trusts, Capital Gains By-Pass Trusts, etc. Minimum fee $1,500.00 with billing at $250.00 hour. Often flat fees are quoted in lieu of hourly rates.
   
   
7. Deed Preparation by mail: $50.00 California, $100.00 Out of State, plus filing fees.
   
   
8. Notarial Services: Home or Business/Work $50 Flat Fee Travel plus $10.00 Per Signature Notarized.

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