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Live for the Extraordinary.  Plan for the Unexpected.

trusts, estates, probate and real estate lawtrusts, estates, probate and real estate lawtrusts, estates, probate and real estate law

Services

Estate Planning

Estate Planning is personal, and you need an estate plan that is all about you and your family.  Heather will explain all of your options and make sure your estate plan addresses your specific needs and concerns.  You wouldn’t leave your children with a complete stranger – and you should be just as careful with the fate of your family if the unexpected occurs.

Without the overhead of a large firm, Heather is able to charge less for her services.  But, unlike “trust mills” who keep their costs low by churning out cookie-cutter documents, you’ll receive a custom estate plan and an ongoing relationship with a local Marin estate planning attorney.

Heather performs estate planning on a flat fee, with no hidden charges or add-ons.

Complete estate plan includes:

Flat fee for complete estate plan:
Couples: $2,600
Individuals: $2,000

If you require more complex estate planning due to diverse or out of state property holdings, or some other time-intensive matter, the above flat fee may be increased by $100-$500, but all additional charges will be agreed upon in advance.

Other estate planning services

Hourly rate for other estate planning services:  $250

 


Trust Administration & Probate

Heather can administer your family’s trust or probate estate for an agreed upon flat-fee or hourly rate that will almost always be less than the “normal” fees set by California courts.  All fees will be agreed upon up-front, with no surprises.

 


Real Estate

        Heather charges a variable flat fee for real estate services, including TIC agreements, landlord/tenant contracts, home purchase                                 transactions, and other property legal services.  Please contact Heather for more information.