Transparent Pricing, No Surprises
We believe your focus should be on your family’s future, not the ticking of a clock. We’ve eliminated the uncertainty of traditional hourly billing in favor of predictable, flat-fee pricing.
Clarity: You’ll know exactly what your investment is before we begin.
Access: Call or email with questions without worrying about a bill for every minute.
Peace of Mind: Our goal is to make the planning process as stress-free as the plan itself.
Fee Transparency & Custom Solutions
Every family legacy is a unique puzzle. While we provide flat-fee structures for most plans, the specific investment for your estate plan is determined by your individual goals.
The Process: We begin with a complimentary consultation to ensure our services align with your needs.
The Commitment: A formal fee quote will be provided via a written engagement letter only after we have cleared any potential conflicts of interest and agreed to move forward as a team.
Our Commitment to Quality (Firm Capacity)
To provide the high-touch, meticulous service your family deserves, we intentionally limit the number of active clients we take on at any given time. We believe in "quality over quantity." If we determine that we cannot give your case the immediate attention it requires, we will be upfront with you. Our priority is ensuring that every client we represent receives the full breadth of our time and expertise.
Frequently Asked Questions
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Legal services are not a commodity. Attorneys have unique and varying degrees of experience, time, compassion, technology, support staff, and level of expertise in different areas of the law.
Experience matters when you are dealing with highly technical fields. Estate planning, even within the realm of law in general, is a complex field where many separate areas of the law collide into conflict.
In a world where you largely get what you pay for, the lowest fee may not produce the best results and customer experience.
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You are not a commodity. You are a unique person with specific goals and desires, and your relationship with your family and loved ones, the cultural background and ethnic norms that you are accustomed to, and your expectations of what a lawyer should do for you, makes you and every other client unique.
To fully serve your needs, we provide a flat fee quote after obtaining as much information as possible so that there are no surprise fees later on. This fee may differ from your friends or family because of your differing and unique situations.
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With our firm, you can be confident that only licensed attorneys will review and draft each of your estate planning documents personally without reliance on secretaries or paralegals. You will also be communicating with your attorney for the entire duration of your case. Our approach ensures maximum quality control and a personal touch for each case made possible only with committed boutique law firms.
For most estate planning cases we are able to provide a flat fee quote after an initial free consultation — this is also against industry norms and we do this to increase customer satisfaction.
Contact us today and tell us how we can help you and your family.
Married Couples’ Case
Comprehensive Couple’s Estate Plan
Flat Fee Starting at $2,900
This package is designed for married couples looking to secure their legacy and provide clear direction for their loved ones. While most couples choose a joint plan, we also offer individual planning for spouses with specific separate property needs.
During your initial consultation, we will assess your family dynamics and assets to confirm which structure best serves your goals. You will always have the final say in the package you select.
What’s Included:
We provide a complete, "ready-to-use" estate plan. Your flat fee covers the drafting and production of:
Joint Revocable Living Trust: The foundation of your plan to avoid probate.
Certificate of Trust: A condensed version of your trust for financial institutions.
Pour-Over Wills (Individual): A "safety net" for any assets held outside the trust.
Durable Powers of Attorney (Individual): Ensuring financial continuity if either spouse is incapacitated.
Advance Healthcare Directives (Individual): Clear medical instructions and designated agents for peace of mind.
Trust Transfer Deed: One deed to transfer your primary California residence into your trust.
Legacy Priority: As a client, you receive priority scheduling for future amendments and related legal matters.
Our Virtual-First Model: To keep our flat-fee packages accessible, these services are conducted via our secure digital portal, phone, and video conferencing. Should you prefer an in-person meeting, these can be added at a discounted rate of $300/hour.
Understanding Potential Adjustments
Every estate has its own complexities. While the base package covers most individual needs, certain factors may require a more tailored approach. Common factors that may adjust the final fee include:
Additional Real Estate: $500 per property.
Title & Property Management: Resolving title issues, transmutations, or complex transfers.
International Considerations: Foreign residency, citizenship, or international assets/beneficiaries.
Legal Agreements: Coordination with Pre/Post-nuptial, Divorce, or Spousal orders.
Third-Party Costs
To ensure there are no surprises, please note that "costs" (third-party fees) are separate from our professional legal fees. These typically include:
Notarization: Fees for the official signing of documents.
County Recording: Fees charged by the County Recorder to process deeds.
Court Costs: These are rare in the planning phase but are the client's responsibility if required.
Our Transparency Guarantee: We believe in honest pricing. We do not charge for mailing, postage, paper, or general office overhead. For matters outside the flat-fee scope, our standard hourly rate is $400/hour.
Single Case
Individual Estate Plan
Flat Fee Starting at $1,900
This package is designed for individuals seeking to protect their autonomy and secure their legacy. Whether you are single, divorced, widowed, or an engaged or married individual with separate property goals, this plan provides a comprehensive legal foundation.
During your consultation, we will review your specific circumstances—including family dynamics and asset structures—to ensure this package is the right fit for your needs.
What’s Included:
We provide a complete, "ready-to-use" estate plan. Your flat fee covers the drafting and execution of:
Revocable Living Trust: The central hub of your plan, designed to manage your assets and avoid the costs of probate.
Certificate of Trust: A high-level summary of your trust for use with banks and title companies.
Durable Power of Attorney: Appointing a trusted person to manage your financial affairs if you are unable to do so.
Advance Healthcare Directive: A vital document outlining your medical wishes and naming a health surrogate.
Pour-Over Will: A protective measure ensuring any assets outside the trust are correctly funneled into it upon your passing.
Trust Transfer Deed: Includes the transfer of your primary California residence into your trust.
Legacy Priority: As a client, you receive priority scheduling for future amendments and related legal matters as your life evolves.
Our Virtual-First Model: To keep our flat-fee packages efficient and accessible, our planning process is conducted via our secure digital portal, phone, and video conferencing. Should you prefer an in-person meeting, these can be added at a discounted rate of $300/hour.
Understanding Potential Adjustments
Every estate has its own complexities. While the base package covers most individual needs, certain factors may require a more tailored approach. Common factors that may adjust the final fee include:
Additional Real Estate: $500 per property.
Title & Property Management: Resolving title issues, transmutations, or complex transfers.
International Considerations: Foreign residency, citizenship, or international assets/beneficiaries.
Legal Agreements: Coordination with Pre/Post-nuptial, Divorce, or Spousal orders.
Third-Party Costs
To ensure there are no surprises, please note that "costs" (third-party fees) are separate from our professional legal fees. These typically include:
Notarization: Fees for the official signing of documents.
County Recording: Fees charged by the County Recorder to process deeds.
Court Costs: These are rare in the planning phase but are the client's responsibility if required.
Our Transparency Guarantee: We believe in honest pricing. We do not charge for mailing, postage, paper, or general office overhead. For matters outside the flat-fee scope, our standard hourly rate is $400/hour.
Other Services
Individual Legal Services
The Simple Will | Starting at $1,500
A Simple Will serves as a basic instruction manual for your estate.
Best For: Individuals with very modest assets and no real property.
Important Note: Unlike a Trust, a Will must go through probate in California. This process is public, time-consuming, and often more expensive for your heirs than the upfront cost of a Trust. For those with children, real estate, or significant assets, we strongly recommend a Comprehensive Estate Plan.
Property Deeds & Title Services | Starting at $500
Correctly holding title is a critical component of any estate plan. We provide expert assistance with:
Deed Filings & Corrections: Ensuring your property title is accurate and legally sound.
Research & Transfers: Assisting with title changes, property research, and estate-related real estate matters.
Protective Directives | $700 each
These documents are designed to protect you during your lifetime, ensuring your wishes are honored if you cannot speak for yourself.
Durable Power of Attorney: Designates a trusted person to manage your financial affairs, helping your family avoid the stress and expense of court-mandated conservatorship proceedings.
Advance Healthcare Directive: Outlines your medical preferences and names a healthcare surrogate to make decisions on your behalf during a medical crisis.
Hourly Advisory & Specialized Services
$400 / hour
For matters that fall outside the scope of our standard flat-fee packages, we offer dedicated hourly consulting. This is ideal for clients requiring high-level advocacy or administrative support, including:
Professional Advocacy: Acting as your attorney-in-fact to coordinate with third parties, including financial institutions, CPAs, funeral homes, and universities.
Asset Coordination: Comprehensive review and guidance for financial accounts, including the complex process of updating beneficiary designations.
Property Forensics: In-depth real property title research and complex title corrections.
In-Person Consultations: While our standard process is virtual, we are available for in-person meetings at this hourly rate.
Transparent Costs
As with our flat-fee packages, we believe in straightforward billing.
Third-Party Costs: You are responsible only for direct costs such as Notarization, County Recording fees, and (in rare cases) Court costs.
Our Promise: You will never be billed for "overhead." We do not charge for mailing, postage, paper, or office supplies.
Speaker, Lecturer, Consultant
Speaking & Educational Seminars
Empowering Organizations Through Knowledge
As a legal professional and educator, Prof. Jay S. Yu, Esq. is dedicated to demystifying the complexities of estate and business planning. Whether for a single-hour keynote or a multi-day convention, Prof. Yu provides actionable insights on how individuals can save time and assets through proactive planning.
Prof. Yu is available for travel throughout the United States and offers remote/online seminars tailored to your organization’s specific goals.
Specialized Topics for Businesses & Groups
We move beyond basic planning to address the high-stakes legal structures that protect organizations and their stakeholders:
Business Continuity: Life Insurance Planning, Buy-Sell Agreements, and Buy-Out Agreements.
Operational Security: Partnership Agreements and Structured Settlements.
Custom Curriculum: We can design lectures specifically for your industry or membership base.
Seminar Resources & Perks
Practical Resources: All attendees receive accompanying lecture materials and practical toolkits for immediate application.
Group Incentives: We offer discounted planning packages for members or employees of attending organizations.
Flexible Delivery: Available for both in-person nationwide travel and live virtual webinars.
Community Commitment & Pro Bono Work
We believe that legal education should be accessible to those who serve our communities. Prof. Yu regularly offers pro bono (complimentary) speaking services to the following sectors:
Public Service: Government entities and municipal organizations.
Education: Schools, universities, and faculty groups.
Non-Profits: 501(c)(3) organizations and community foundations.
Healthcare: Hospitals, nursing staff, and health-related fields.
Senior Care: Senior centers and elder-care advocacy groups.
Request a Speaking Engagement Interested in having Prof. Yu speak at your next event? Contact our office today to discuss your topic, date, and organizational needs.