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Clear steps. Clear expectations.
Estate planning is easier to approach when you know what happens next, what each stage is for, and how fees are explained.
Quick answer
The initial 15-minute discovery call is complimentary. A low-commitment planning session is $750, discounted to $500 when requested information is provided before the session. A full trust plan starts at $5,500. The final scope and fee depend on your circumstances and are explained before engagement.
Complimentary
A short introduction to discuss your questions, what prompted you to begin, and whether a next step may be useful.
$750 or $500
The session is discounted to $500 when requested information is provided before the meeting.
From $5,500
A broader planning engagement. The work included depends on your family, assets, documents, and planning questions.
Fees and scope are discussed before engagement. Pricing may change over time.
Share what brought you here and what you want your family to understand.
Review family, asset, decision-maker, and legacy questions in plain language.
Documents and follow-through steps are shaped around the decisions made.
Review funding, storage, future updates, and support after a major change.
Estate planning is personal. A fee can depend on the questions the plan needs to answer and the work needed to put it into place.
Children, blended families, unmarried partners, dependents, and chosen family may require different conversations.
Homes, accounts, businesses, collections, digital assets, and beneficiary designations may need separate review.
Trust funding, deeds, account changes, document coordination, and later administration may affect the work involved.
Caregiving, incapacity planning, family conflict, or a beneficiary’s needs may require additional questions.
| Stage | Best for | What you can expect | Fee |
|---|---|---|---|
| Discovery call | People deciding whether to take a next step | A short introductory conversation | Complimentary |
| Planning session | People who want a focused review before choosing a broader plan | Discussion of family, assets, goals, and planning options | $750, or $500 with requested information provided beforehand |
| Full trust plan | People ready to develop a broader trust-based estate plan | Scope is based on the planning decisions, documents, and follow-through required | Starts at $5,500 |
Before a planning session, gather existing documents, a general list of property and accounts, possible decision-makers, and questions about your family. The more complete the information, the more focused the conversation can be.
AMO LAW helps individuals and families throughout California consider estate planning options based on their goals, values, assets, and circumstances. The offices are in Costa Mesa and Corona, and consultations are available in person or virtually.
Learn more about estate planning, wills and trusts, or trust planning.
This page provides general information, not legal advice, and does not create an attorney-client relationship. The right planning depends on your specific circumstances.
These answers are general information. The right planning depends on your facts and the law that applies.
The first step is a complimentary 15-minute discovery call to discuss your questions and possible next steps.
The initial 15-minute discovery call is complimentary. It is an introductory conversation about your questions and whether a next step may be appropriate.
A low-commitment planning session is $750. The fee is discounted to $500 when the requested information is provided before the session.
A full trust plan starts at $5,500. The final scope and fee depend on the work required and are explained before engagement.
The starting price reflects a baseline scope. The final fee depends on the family, assets, planning questions, and follow-through required. The scope and fee are explained before engagement.