Services & Plans

PRIVATE CLIENT ESTATE PLANNING

Comprehensive Estate & Legacy Plan

$4,000 · Our flagship planning engagement

Comprehensive planning. Coordinated implementation. One clear fee.

Includes your Living Trust & Estate Plan, state-specific attorney review, written review letter, private 30-minute attorney consultation, Estate Plan Portfolio / Trust Book, digital documents, guided execution and trust funding, first eligible deed transfer, first eligible business assignment, one standard amendment within 36 months, and complimentary annual review.

Additional properties are priced separately. Additional eligible business entities are $350 each. Mobile Notary Service and Expedited Service are not included. Major restructuring, restatements, additional legal work and work outside the standard amendment scope are excluded.

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Living Trust & Estate Plan

$2,995 · Core documents, attorney review and consultation, Estate Plan Portfolio, digital documents, execution and trust-funding guidance, and complimentary annual review. Deeds and business assignments are separate.

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Real Estate Trust Transfer & Deed Recording

Starting at $595 / Property · Pricing varies by state, county, jurisdiction, recording requirements and property circumstances. First eligible property included in the Comprehensive package; additional properties charged separately.

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Business Interest Assignment to Trust

$350 / Entity · First eligible assignment included in the Comprehensive package. Each additional eligible entity is $350. This is not comprehensive business succession planning.

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Estate Plan Amendment & Update

$395 / Standard amendment · Multiple eligible changes in one request for plans originally prepared through Herencias Patrimoniales. One standard amendment within 36 months is included in the Comprehensive package. Notarization and work outside the standard scope are separate.

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Mobile Notary Service

$550 · Optional · Professional notarization at your location. Not included in the Comprehensive package. You may engage your own qualified Notary Public.

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3-Business-Day Expedited Service

$350 · Optional · Eligible estate-plan document preparation on an expedited three-business-day schedule, subject to availability and receipt of all required information and documentation. Attorney review, consultation, shipping, signing and recording follow separate timelines. Not included in the Comprehensive package.

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Complimentary Annual Estate Plan Review

Available to Herencias Patrimoniales estate-planning clients. Review your family circumstances, assets and wishes with our team.

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Comprehensive Package & Individual Services

For clients who want coordinated planning and implementation through one engagement.

Individual services
Living Trust & Estate Plan · $2,995
First eligible deed transfer · Starting at $595
Business-interest assignment · $350
Included future standard amendment* · $395 service value

Combined service value · Starting at $4,335
Comprehensive Estate & Legacy Plan · $4,000
Potential package advantage · Starting at $335

*One standard amendment within 36 months of completion is included in the Comprehensive package. Standalone standard amendments are $395. Scope limitations apply.