We believe in making estate planning as easy as possible, while providing the guidance, quality, and care you deserve. This means taking the time to design customized and comprehensive estate plans, offering convenient meeting options and providing competitive flat-fee pricing.
I founded this practice with a clear mission: to make the estate planning process as easy as possible for you, while providing quality services tailored to your unique circumstances. In doing so, I aim to provide you with peace of mind and confidence for the future.
Having helped hundreds of clients create and update estate plans tailored to their goals and wishes, I understand that no two individuals or financial situations are identical. Whether you are establishing your first trust or updating an existing plan to reflect a major life change, your plan should be as individual as you are.
I am passionate about taking the time to learn about you, your loved ones, your goals, and your wishes. I look forward to guiding you through the estate planning process, so that you can make informed choices with confidence.
READ MORELocal Bay Area providers often struggle to offer quality estate plans at competitive prices. On the other hand, basic online DIY services tend to prioritize efficiency over informed decision-making and customization. We bridge the gap by offering sophisticated estate planning services without the traditional overhead.
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| Law Office of Alison Youssef | Bay Area Solo Practitioners | Traditional Bay Area Law Firms | Basic Online DIY Services | |
|---|---|---|---|---|
| Attorney Guidance, Support and Advice | ✓ | ✓ | ✓ | × |
| Customized Trust-Based Estate Plans, Utilizing Wealthcounsel Technology | ✓ | Varies | ✓ | × |
| After-Hours and Weekend Availability | ✓ | Not Typically Included | Not Typically Included | × |
| Remote Meeting and Signing Options | ✓ | Varies | Varies | × |
| In-Home Meeting and Signing Options | ✓ | Varies | Not Typically Included | × |
| Supervised Execution and Notarization | ✓ | Varies | ✓ | × |
| Standard Package - Individual | $2,000 | $3,000 - $5,000+ | $4,000 - $8,000+ | $399 - $499+ |
| Standard Package - Couple | $3,000 | $4,000 - $6,000+ | $6,000 - $10,000+ | $499 - $599+ |
Schedule a complimentary consultation to discuss your estate planning needs. We'll take the time to understand your goals and outline a clear path forward.
Our estate planning services are provided on a flat fee basis.
Below are some of our commonly provided services.
| Packages & Services | Investment | What is Included |
|---|---|---|
| Comprehensive Estate Plans | $2,000 for individuals $3,000 for married couples | Attorney-guided process to design an estate plan that fits your needs, values and goals.Three meetings with Attorney Alison Youssef, consisting of a Design Meeting, a Review Meeting and a Signing Meeting.Comprehensive estate planning documents, including a Revocable Living Trust, Durable Power of Attorney, Advance Health Care Directive and HIPAA Authorization.Preparation and recording of one California Real Property Deed. |
| Additional California Real Property Deeds | $300 per deed | Preparation and recording of deeds to transfer additional California real property into your Revocable Living Trust. |
| Business Entity Assignments | $200 per entity | Preparation of an assignment of a business interest into your Revocable Living Trust, after reviewing all formation documents. |
| Advanced Estate Planning | $500 per feature | Incorporation of advanced trust features, including guardrails for child beneficiaries, advanced planning for blended families and advanced planning for estate tax purposes. |
| Additional Meetings | $200 for 30 minutes | Additional meeting time if you happen to require it. We find that our included meeting times are typically more than sufficient to discuss our client's goals and wishes, design and discuss their estate plan and answer all of our client's questions. |
These fees are provided for general guidance only and do not constitute a quote, offer or engagement agreement. Complete and final pricing will be confirmed in writing prior to the commencement of work. Representation begins only once a written fee agreement is signed.
We make estate planning straightforward so you can focus on what matters. The process is typically completed within 3 weeks.
We work together to design and create a comprehensive estate plan tailored to you.
A real property deed is prepared and filed in order to transfer real property into a Revocable Living Trust.
