Help With Your Estate

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

What is Estate & Trust Planning?

Download a Free Estate Planning FAQ E-Book

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 can prepare are: simple and complex wills, revocable trusts, life insurance trusts, special needs trusts, family partnerships, charitable remainder trusts, powers of attorney, heath care directives, and many other documents.

Our Unique and Easy Model

Learn How to Do Your Own Advance Health Care Directive
Download the Template Here

It can be difficult to approach the subject of Estate Planning with your loved ones. It is not an easy subject to talk about. 


That is why we wanted to help make your decision even easier. Instead of figuring out what exactly you want, we have laid out three options so you can determine what you need

Choose from any of the three Plans below and we can begin work on ensuring your family's future is taken care of.


Of course if you need only one or two of the tasks completed we can discuss those options with you as well. 

Family Plan

Fee Level: $750

($1,000 for couples)

For the Family Who...


Doesn't have assets that would have to go through the court process called probate, but do want to guarantee their minor children are well cared for no matter what, their health care wishes are turned into directives and their loved ones are able to access their assets using a durable power of attorney if they become incapacitated. 


Your Family Plan Includes:
  • Will

  • Health Care Directives

  • Powers of Attorney


This will help ensure that you are well taken care of if anything happens to you. 

Trust Plan

Fee Level: $1500

($2000 for couples)

For the Family Who...


Wants the total assurance and peace of mind knowing Family Wealth will be transferred to their heirs with the most ease and convenience possible in the privacy of our office without court involvement. 


Clients choosing the Trust Plan may also opt to protect their beneficiary's inheritance from lawsuits, spouses and estate taxes. 


Your Trust Plan...

Provides peace of mind knowing we are here to guide you during life and care for your family later. The Trust Plan keeps your loved ones out of Court, all of your affairs totally private and ensures your family can turn to us when necessary. 


All asset transfers will be handled by you, with unlimited guidance and support from us. 

Wealth Plan

Fee Level: $5,000

For the Family Who...


Wants total assurance and peace of mind of the Trust Plan and also all the comfort of knowing that asset transfers have been taken care of by our office. 


This plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care.  We do it all for you. 


Your Wealth Plan...


Includes all components of the Trust Plan PLUS we analyze how each of your assets
titlted and handle all asset transfers for you to guarantee your plan works for your family. is


We prepare a Family Wealth Inventory, complete all bank brokerage,
and retirement account documents to transfer title and change beneficiaries. 

Consultation Packages

Estate Planning Consultation - $250

An advice only consultation for up for 60 minutes. It can be used for any estate-planning related purpose. 

Beneficiary Counseling Package - $1,000

Advice only package for individuals who are beneficiaries of another's last will and testament or trust. The package includes an initial consultation, beneficiary checklist, and a follow-up consultation. Each consultation is up to 60 minutes. 

Fiduciary Counseling - $1,000

Advice only package for individuals who have been nominated as an executor of a will or successor trustee of a revocable living trust. This package includes the review of the relevant estate planning documents, fiduciary checklist, and a consultation up to 60 minutes. 

Probate & Trust Administration

All trust administration and probate representation are priced on a case by case basis and require up front payment of retainers. 


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864 Grand Ave. #1050

San Diego, CA 92109


​​​​© 2020 by Arete Law A.P.C.

San Diego