Family At A Beach

Help With Your Estate

Whether you are a Millenial or a Baby Boomer, it is imperative you think about planning for your future.

 

Any of our Virtual Estate Planning Packages can help you gain the protection you and your family need.  

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How Can An Estate Planning Attorney In California Help?

Estate planning is the process of organizing your personal and financial affairs to be prepared in the event of disability and to arrange for the orderly transmittal of your property to your intended beneficiaries. The key is to fashion a plan specifically designed to your needs and desires. We work with our clients, taking the time necessary to ascertain those needs and desires, and to explore various ways to implement a tailor-made estate plan.

 

Estate planning can be complex for numerous reasons: there may be complexity due to the state and/or federal tax laws; there may be a need to protect resources for minor children and to construct a mechanism for those children to increasingly step into the responsibility of handling their inheritance as they reach maturity; there may be a desire to protect assets from an heir’s potential creditors; there may be concern for caring for a special needs child; concerns may arise due to a second marriage and the need to balance providing for one’s spouse with caring for children from an earlier marriage. Proper estate planning involves understanding a client’s unique circumstances and constructing a plan that will cover a client’s specific concerns.

 

Some of the documents your estate planning attorney in San Diego can prepare are: simple and complex wills, revocable trusts, life insurance trusts, special needs trusts, family partnerships, charitable remainder trusts, powers of attorney, health care directives, and many other documents.

Schedule a free consultation

Easily set up a phone or video consultation 

We Draft your documents for you

We draft the forms you requested and go over them and explain every aspect of them to ensure you are getting exactly what you are looking for. 

Sign and fund

When we are done we send you the documents for notarizing and signature. 

We can also assist with funding if you choose to. 

Unbundled Services

For those who just need one or two tasks completed and not an entire estate plan

  • Revocable Living Trust - $800
  • Last Will and Testament - $500
  • Advanced Health Care Directive - $250
  • Financial Power of Attorney - $250
  • HIPAA Authorization - $250
  • Funding Instructions - $150
  • Transfer Deed - $450
  • Living Will - $250

Will-Based Virtual Estate Plan

$750 for Individual 

$1000 for Couple

A virtual will-based estate plan is an estate plan based on a will without a trust. It is an affordable option for those who are looking to have something in place to protect their family. 
This plan includes for the flat fee:
  • Last Will and Testament
  • Advanced Health Care Directive & Living Will
  • Financial Power of Attorney
  • HIPAA Authorization

Trust-Based Virtual Estate Plan 

$2000 for Individual

$2500 for Couple

A trust-based estate plan is the option to choose if you seek to avoid probate and you would like to protect certain assets like property by placing them in a trust. 
A trust-based estate plan includes:
  • Revocable Living Trust
  • Pour Over Will
  • Advanced Health Care Directive & Living Will
  • Financial Power of Attorney
  • HIPAA Authorization for Each Spouse
  • Funding Instructions for Trust
  • Instructions for Signing and Recording Deed

Probate Services

$3,000 to complete the Petition for Probate process.

When a person passes away without a trust in place, they will have to go through the process of probate​ regardless of whether the person who passed away had a will or not. 
We break up our probate services to allow for clients to get help navigating this tricky process in an affordable manner. 
There are two stages of probate. First, the petition to probate grants legal authority to one person to administer the estate. Second, the administration is the act of finalizing and distributing the estate. 
We can break up representation to help with one phase or the other. 
Call us to determine how best we can help. 
Is Virtual Estate Planning Safe and Confidential?

Yes absolutely. We utilize the latest technology to ensure end to end encryption to preserve the confidentiality of your information. 

After we begin representation you will be given access to our secure client portal where you can review documents, make suggestions, and speak with our attorneys. 

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Nurses & Essential Workers 

Arete Law is proud to support our front line workers by offering free estate planning services

As a way to express our gratitude for those who have been working tirelessly during the COVID-19 pandemic, we are offering free drafting of estate plan documents for essential workers. 

 

The documents include:

  • Will

  • Financial Power of Attorney

  • Advanced Health Care Directive