Estate Planning
Angulo Law, A.P.C. offers estate planning services in Arizona and California on a flat-fee basis and hourly basis.
These services help individuals and families protect their loved ones, gain peace of mind for the future, and avoid unnecessary costs and uncertainty that may befall an estate.
Estate plans are tailored to reflect clients’ unique goals and circumstances.
Flat-Fee Services
Simple Estate Plan
This plan is appropriate for estates that are not large enough to require probate proceedings. It includes a comprehensive consultation regarding your estate and creation of the following legal documents:
Will
Durable Power of Attorney
Health Care Power of Attorney
Advance Health Care Directive
This plan also includes counsel regarding asset scheduling, providing powers of attorney to institutions with whom you have an account, and reviewing beneficiary designations.
Flat Fee (Individual): $800.00
Flat Fee (Married Couple): $1,200.00
Estate Plan with Living Trust
This plan is appropriate for estates that are at risk of being subject to probate proceedings. Typically, if you are a homeowner, this plan is more appropriate for you than the Simple Estate Plan. It includes all services in the Simple Estate Plan and creation of a revocable living trust on behalf of an individual or married couple.
The Basic Estate Plan with Trust also includes:
Transfer and Recording of Real Property
Certification of Trust
Estates subject to probate proceedings come in different sizes and may have significantly different needs. Pricing for the Basic Estate Plan with Trust scales according to the size and needs of the estate.
Flat Fee Range: $5,000.00 - $10,000.00
Billable Services
All services described in this section are offered to clients on an hourly billable basis.
Please schedule a consultation with Angulo Law, A.P.C. to learn more about the firm’s rates.
Estate Plan with Living Trust and Business Succession Planning
This service is appropriate for persons with controlling ownership interests in one or more family-owned or closely-held businesses. It includes all services in the Estate Plan with Living Trust, plus counsel regarding business succession and continuity planning.
Depending on the client’s needs and business structure, this service may include services such as drafting buy-sell agreements, revising operating or shareholder agreements, aligning succession plans with personal estate plans, and reorganizing business entities.
Estate Plan Review and Revision
This service is appropriate for persons seeking to ensure that their estate plan reflects their current wishes, intended heirs and beneficiaries, and assets.
Other Trust Creation
This service is appropriate for clients seeking to create trusts such as special needs trusts, charitable trusts, pet trusts, asset protection trusts, or dynasty trusts.
Trust Administration Counsel
This service is appropriate for trustees seeking legal counsel regarding their fiduciary duties to trusts.