SUPPORTING GENERATIONS TOGETHER™

Supporting Generations Together™ (SGT) was born out of the idea that the legal aspects to life and death don't have to be cold, scary, and overwhelming. That going to a lawyer's office can be a pleasant experience full of compassion, kindness, and education. That when you are paying for an estate plan, you are not only receiving the benefit of the legal documents, but the support to understand how they apply to your life, while also receiving the knowledge of the real-world applications and guidance. At SF LAW, we believe that at the core of what we desire as humans is the need for connection, acceptance, love and security. When you use our office for your estate planning needs, you are using a law office that lives and breathes this perspective. At SF LAW we have taken on the large daunting task of estate planning, guardianship and the legal aspects of aging and removed the overhead for our clients in a way that is easily understandable, practical, and complete. 

Here at SF LAW, we are all parents. We understand deeply that nothing is more important than the children that rely on us and that we love deeply. This is why SGT has specifically been crafted with families in mind. However, your family is comprised, we have a legal solution for you to help you breathe easy knowing that the most precious people in your life at all generations are protected and cared for in the event of an unforeseen situation. 

Samantha is a firm believer in understanding "why."  When we understand the why, we are more apt to follow through, which in turn benefits not only us, but the generations we leave behind. This is why SGT includes various educational materials created by Samantha that are short and easily digestible.

All our estate planning packages listed below come with the added benefit of SGT. SGT estate plans all include:

· Personalized estate planning portfolio containing all estate planning documents, a flash drive of all documents and the below materials.

· Emergency identification wallet cards for adults.

· Emergency identification wallet cards for minors.

· Funding checklist tailored to your assets to assist you in funding your trust.

· Six-month funding check in email from SF LAW.

· Three-year check in email and optional 15 min complementary phone appointment.

· Directions, additional copies, and a magnetic sleeve for legal medical documents to go on your refrigerator.

· Letter to your children's guardians for you to provide to them so that they are prepared if an unforeseen event were to occur.

· Legal and in-home safety checklist for families with children.

· Legal and in-home safety checklist for aging families.

· List of end-of-life options in Northern California.

· Educational materials on:

o The various ways assets in California pass to beneficiaries.

o The Trust Administration Process (what your family needs to do once you pass).

o A summary overview of the various taxes that apply to trusts and estates.

o A Prop-19 overview.

ESTATE PLANNING PACKAGES

There is no such thing as a "one size fits all" estate plan. However, we at SF LAW understand the importance of transparency when it comes to billing. Therefore, we have included a menu of estate plans below. Please note this is a general list of services and not all potential documents or legal assistance a client may need are listed, therefore, this menu does not qualify as a contract for services and each client will be quoted pursuant to their individual situation and needs.

SOQUEL PACKAGE: Starting at $3,750 - The Soquel Package is for married people with one parcel of real property in California and no minor children.

What's included: SGT benefits (see above), two wills, one trust, one general assignment of property to trust, one certification of trust, one deed to a parcel of California real property (with necessary research) recorded by SF LAW, two durable powers of attorney, two HIPAA authorizations, two advance health care directives. Also included are all phone calls, emails, meetings, notaries, appointments, and attorney support in funding the trust. 

CAPITOLA PACKAGE: Starting at $4,500 - The Capitola Package is for married people with one parcel of real property in California and with minor children.

What's included: SGT benefits (see above), two wills with guardianship language, one trust with guardianship language, one general assignment of property to trust, one certification of trust, one deed to a parcel of California real property (with necessary research) recorded by SF LAW, one stand-alone guardianship document, two durable powers of attorney, two HIPAA authorizations, two advance health care directives. Also included are all phone calls, emails, meetings, notaries, appointments, and attorney support in funding the trust. 

SANTA CRUZ PACKAGE: Starting at $2,500 - The Santa Cruz Package is for single people with one parcel of real property in California and no minor children.

What's included: SGT benefits (see above), one will, one trust, one general assignment of property to trust, one certification of trust, one deed to a parcel of California real property (with necessary research) recorded by SF LAW, one durable power of attorney, one HIPAA authorization, one advance health care directive. Also included are all phone calls, emails, meetings, notaries, appointments, and attorney support in funding the trust. 

APTOS PACKAGE: Starting at $3,250 - The Aptos Package is for single people with one parcel of real property in California and with minor children.

What's included: SGT benefits (see above), one will with guardianship language, one trust with guardianship language, one general assignment of property to trust, one certification of trust, one deed to a parcel of California real property (with necessary research) recorded by SF LAW, one stand-alone guardianship document, one durable power of attorney, one HIPAA authorization, one advance health care directive. Also included are all phone calls, emails, meetings, notaries, appointments, and attorney support in funding the trust. 

ADDITIONAL WAYS FEES ARE CALCULATED:

·       If the client is in public safety, deduct 10% from the final quoted package price - thank you!

·       If the client is in education, deduct 10% from the final quoted package price - thank you!

·       If the client has NO real property, deduct $400 from the package price.

·       If the client has more than 1 piece of real property, add $400 per parcel to the package price.

·       If the client requires an Affidavit for the real property to remove a trustee or joint tenant, add $400 to the package price.

·       If the client requires a revocation of prior trust or amendment, add $400 to the package price.

·       If the client is gifting assets in trust to a beneficiary who requires a Special Needs Trusts, add $1,500 to the package price.

·       If the client has out of state real property, Samantha will quote the client the additional cost pursuant to the specific situation.

·       Various other documents and needs will be quoted on a case-by-case basis. 

·       Any legal work done by SF LAW for issues not disclosed to Samantha at the time of engagement will be billed at the prevailing rate pursuant to the engagement agreement. 

·       The cost of an additional estate planning portfolio (complete copy) is $250.

This menu of services shall not be construed as an agreement by Samantha to conduct work for any client or potential client, nor does it create any attorney-client relationship between Samantha and the reader. Fees are subject to change without notice and the ultimate fee change to the client will be reflected in the engagement agreement signed by the attorney at the client. 

This is an advertisement by an attorney in the state of California and the state of Washington.