Transparent, flat fee estate planning for California families and individuals. No hourly billing, no surprises — just clear pricing so you can plan with confidence.
Transparent estate planning pricing so you know exactly what you’re paying for.
We Accept: ARAG, MetLife, LegalEASE/LegalACCESS
$ 360/individual
$ 420/couple
Includes:
Insurance Package Pricing Details
We Accept: Cash, Checks, Credit cards, Apple pay
$ 1,500/person
$ 3,000/couple
Includes:
Out of Pocket Package Pricing Details
$ 250 / 30 mins
Extra advice if you need it
Book →
$ 500 / deed
For your CA properties
$ 750 / trust
Add flexibility to your plan
Skip the attorney chat and get a document fast
See how Summerall Law stacks up against other estate planning options in California.
When an estate plan drags on for months, clients forget the choices they made and why. Each meeting feels like starting over. Our 2–3 week process means everything stays fresh — you remember your decisions, understand your documents, and are more likely to complete your plan with confidence.
Summerall Law
Summerall Law
Modern Flat Fee Firm
Modern Flat Fee Firm
Large Bay Area Firms
Independent Attorneys
LegalZoom, Trust & Will, etc.
$1,500 / person
$5,000–$10,000
$2,000–$4,000
$399–$649
From $360 / individual
Not accepted
Varies by firm
N/A
Included
$2,000–$5,000 extra
$2,000–$5,000 extra
Not available
Flat fee
Hourly (~$1,000/hr)
Flat fee or hourly
One-time fee
2–3 weeks
4–8 weeks
3–6 months
Same day (no review)
2–3 hours
5–10+ hours
5–10+ hours
1–2 hours
Across California
Their office only
Their office only
Print & notarize yourself
$60 with insurance / $750 without
~$2,000 per trust
~$2,000 per trust
Start over ($399+)
$1,500 / person
~$2,000 per trust
~$2,000 per trust
Start over ($399+)
Schedule to receive our easy intake form to get started
Yes, our flat rate pricing above applies to new clients as well as clients with existing trusts or wills.
Any time your attorney spends drafting your plan or responding to an email that can be answered in just a few minutes or less does not count toward attorney time. Other emails will be responded to in meeting time. If you need additional time with your attorney to complete your plan, the fee would fall under normal advice time at $250 per half hour.
Most clients find our flat fee pricing easier to budget for than open-ended hourly billing—you see the numbers up front on this page. For more info, reference our pricing page.
A typical plan is finished in about two to three weeks with only a few hours of your time, usually across two meetings.
You can add a separate property trust to an estate plan for $750. Extra deeds are generally $500 per property tied to trust, or $500 per deed for other types of deeds (for example, interspousal deeds, deeds moving property out of a prior trust, and deeds removing the name of someone who passed).
The payment for the estate plan flat fee price is due when you sign the plan. If you purchase additional meeting time then you will pay when scheduling the meeting and is fully earned on the day of the meeting if you do not cancel with at least a 24-hour notice.
Because we have worked on thousands of estate plans, we can almost always help you get done in two meetings, no matter how complicated or unique your situation.
Most clients who pay for extra time do so for reasons such as:
Very few clients each year pay for additional time (less than 1%).
Nope. All you need to prepare your estate plan is a list of where your assets are located (Fidelity, Bank of America, etc.), who you want to be in charge, and who you want to receive your assets (beneficiaries). Most clients can answer 90% of our questions during the first call without any research.
Yes, most of these services will be fully covered, but property recording and notary fees are not. The property recording fee is $300 to transfer your primary residence to your trust and notary fees are $15 per signature. In most cases, those fees are about $360 for an individual and $420 for a couple.
Also, if your plan does not have trust coverage, then the fee to add a trust is $750 for each trust (most clients only have one trust, but if you are doing 2 individual trusts, it is $750 per person).
We do not offer plans that do not include a trust.
Payments for plans covered by legal insurance are due at the notarization/signing appointment.
We have locations throughout the Bay Area (Oakland, San Francisco, Pleasanton, Campbell, Palo Alto, to name a few) and California (Sacramento, Los Angeles, San Diego, and Tracy). Most clients prefer to meet with an attorney over the phone or through a video conference. We also offer in-person intakes at a few of our offices. Here is a link to our full location list.
Yes — and you should expect to. Your estate plan is meant to evolve with your life. The key question is what kind of change you are making.
You can make certain updates without a fee, including:
If you are changing who is in charge (trustees, agents) or who is receiving assets, we typically handle that through a restatement — a clean, fully updated version of your plan.
Cost structure:
The signing appointment is where everything becomes legally effective. We walk you through the key parts of your plan, answer any final questions, and make sure everything reflects your intentions.
At the signing:
California law requires that these documents are signed and notarized in person; we make this easy by offering more than 20 signing locations throughout the state.
Yes. We work with clients throughout California with virtual meetings and remote planning.
For signing, you have several options across our locations:
You can also sign locally at a UPS Store or with another notary. As long as the plan is being created under California law, we can work with you anywhere in the state.
Yes. We provide a 10% discount to veterans and all those who serve our communities through the military, fire, and police departments, as well as those teaching in public schools (K-12). Just let us know when you schedule your consultation.
First, we wanted to make you smile and bring in a personal touch. That's Sarah's dog, Captain Schnuggles (Capi), he is kind and friendly and so are we. We know that estate planning can bring up hard issues; so we strive to make the process a little more warm and welcoming.
Second, we are a different type of firm, and we want that to be clear from our branding. This is not a practice that is stuck in the 90's. We are shaking things up and moving forward.
Third, when I added Capi's puppy picture to our google pictures, our click-through rate went up 800%.