Step 1: Thanks for checking out our Estate Planning fee estimator!

Lawvex attorneys have completed over 5,000 estate plan and trust administration cases. We are not selling documents. We are offering a relationship. We want to make sure you and your family are protected, with a human experience, quickly and affordably, with maximum convenience.

Unlike the rest of our industry, we believe in billing transparency and we actually want you to know what our services cost - even if we never get to speak with you.

Go through our short quiz below and share a few details about your estate and we can offer a fee quote right here online. Please know that your information is confidential and not shared with anyone, ever.

One note -- in your Plan Design Meeting, your estate attorney may recommend additional complexity modifiers if you are: a blended family, business owners, have beneficiaries with special needs or substance abuse issues, a noncitizen, or are concerned about Medi-Cal benefits eligibility.

Let's get started, this will take you about 5 minutes...

Do you currently have an existing estate plan, or do you need to create one? *

I want to make an Estate Plan

I have an existing Estate Plan

What best describes your estate size? *

"Estate size" for us means fair market value of your real estate, investments, bank accounts, personal property AND your pre-tax IRA/401ks but NOT your life insurance death benefits. Our estate planning programs are not a fit for everyone. If your estate is under $500,000 or over $10,000,000 these programs are not a fit for you.

Step 2: Tell us a little about you and your estate.

Are you a California resident? *

We are a California law firm and provide California-specific services. If you are not a California resident, or you don't have some California real estate or business interests, we may not be able to help you.

Do you have real property in California? *

This can include mobile home, rental properties, etc.

Do you own a business? *

Are you currently married? *

Do you have a "blended" family? *

By "blended" we mean you or your spouse/registered partner have any children from prior relationships.

Do you have any children with Special Needs? *

Planning for kids with special needs is really important because a large inheritance can be quickly lost to bad decisions, reimbursement of government benefits, and result in disqualification and reapplication for government benefits.

What made you contact us today about doing your estate planning? *

How long have you been thinking about doing your estate planning? *

Why is that important to you to get this done? *

Step 2: Tell us a little about you and your estate.

Did Lawvex prepare your estate plan? *

When was the last time you updated your Estate Plan? *

Have you purchased or sold any real property? *

Has your Marital / Registered Partnership status changed? *

Has a named beneficiary passed away or become disabled? *

Has a named trustee or other person appointed to act as an agent passed away or become disabled? *

Has a new beneficiary been born or adopted? *

Has a significant change in your net worth occurred? *

What made you contact us today about doing your estate planning? (2) *

Why is it important to you to get this done? *

Step 3: Almost done, please let us know how we can reach you.

After you enter your information, click "Submit" and then book your Plan Design Meeting and pay your fully refundable $300 deposit and we will see you soon!

First Name

Last Name

Phone *

Email *

Address

Street Address

City

State

Postal Code

Marital Status

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