Estate Planning Pricing

Pricing

Busy Wills, Inc. has a transparent pricing policy based on good value, fixed fees. The documents included in our fixed fee packages are all of the estate planning documents needed by the vast majority of busy Californians. For rarely needed documents such as dynasty trusts, beneficiary controlled trusts or asset protection trusts, please inquire by telephone. Exact terms and conditions are available on request. Particularly complex or substantial estates may also require an additional fee – please call for a fixed fee quote.

Initial 90 minute telephone consultation: $500

Busy Wills, Inc. offers a 90-minute consultation for a fixed fee of $500. You will be asked to complete a questionnaire in advance so that Attorney Elizabeth Botsford is fully prepared to discuss your legal issues during the consultation. This service is primarily provided to start the estate planning process. The $500 consultation fee is deducted from the fee of any Busy Wills, Inc. estate planning package purchased within six months of the initial consultation.

Clients regularly ask Attorney Elizabeth Botsford for a second opinion or for legal advice beyond estate planning. Please ask whether a 90-minute consultation is an appropriate service for your specific situation.

COMPLETE ESTATE PLAN PACKAGES

Busy Wills, Inc’s Complete Estate Plan Packages are suitable for clients with no existing estate plan or who are making substantial changes. Each package includes a maximum of three telephone consultations.

Individual Will Package
$2,599

1 Will
1 Power of Attorney
1 Nomination of Conservator
1 Nomination of Guardian for Minor Children
1 HIPAA Release
1 “Living Will” (Advance Healthcare Directive)
Signing Instructions

Individual Living Trust Package
$2,999

1 Living Trust
1 Will
1 Power of Attorney
1 Nomination of Conservator
1 Nomination of Guardian for Minor Children
1 HIPAA Release
1 “Living Will” (Advance Healthcare Directive)
Signing and Funding Instructions
Property Transfer Documents

Couples Will Package
$3,599

2 Wills
2 Powers of Attorney
2 Nominations of Conservator
2 Nominations of Guardian for Minor Children
2 HIPAA Releases
2 “Living Wills” (Advance Healthcare Directives)
Signing Instructions

Couples Living Trust Package
$3,999

1 Living Trust
2 Wills
2 Powers of Attorney
2 Nominations of Conservator
2 Nominations of Guardian for Minor Children
2 HIPAA Releases
2 “Living Wills” (Advance Healthcare Directives)
Signing and Funding Instructions
Property Transfer Documents

UPDATE ESTATE PLAN PACKAGES

Busy Wills, Inc.’s Update Estate Plan Packages are suitable for clients who have an existing estate plan, but who wish to change ONLY the beneficiaries and/or executors/trustees. Each package includes a maximum of three telephone consultations.

Individual Will Codicil/Amendment fixed fee package
$1,650

1 Codicil/Amendment to Existing Will (Changing Only The Executors and/or Beneficiaries)
1 Power of Attorney
1 Nomination of Conservator
1 Nomination of Guardian for Minor Children
1 Advance Healthcare Directive
1 HIPAA Release
Signing Instructions

Individual Living Trust Amendment fixed fee package
$1,950

1 Amendment to Existing Living Trust (Changing Only The Trustees and/or Beneficiaries)
1 Codicil/Amendment to Existing Will (Changing Only The Executors and/or Beneficiaries)
1 Power of Attorney
1 Nomination of Conservator
1 Nomination of Guardian for Minor Children
1 Advance Healthcare Directive
1 HIPAA Release
Signing Instructions

Married Couple Will Codicil/Amendment fixed fee package
$2,250

2 Codicils/Amendments to Existing Will (Changing Only The Executors and/or Beneficiaries)
2 Powers of Attorney
2 Nominations of Conservator
2 Nominations of Guardian for Minor Children
2 Advance Healthcare Directives
2 HIPAA Releases
Signing Instructions

Married Couple Living Trust Amendment fixed fee package
$2,550

1 Amendment to Existing Living Trust (Changing Only The Trustees and/or Beneficiaries)
2 Codicils/Amendments to Existing Will (Changing Only The Executors and/or Beneficiaries)
2 Powers of Attorney
2 Nominations of Conservator
2 Nominations of Guardian for Minor Children
2 Advance Healthcare Directives
2 HIPAA Releases
Signing Instructions