We believe that the perception of Dickensian complexity and prohibitive cost causes many people to avoid, delay, or neglect their estate planning—which can lead to devastating and expensive consequences for heirs and beneficiaries.

In the Bay Area's expensive housing market, many people's wealth is concentrated in their primary residence. We prepare trusts, wills, powers of attorney and related documents for middle-class clients, with two key goals:

• As our clients age, protecting them from elder abuse.

• After death, ensuring that their desires are carried out and their property passes to their beneficiaries quickly, easily, and at minimal expense.

At Caplan Wilkinson, a full estate plan (including a trust, will, power of attorney, advance directive and ancillary documents) is priced at $4,000 for a married couple and $3,300 for a single person, unless the estate is substantial enough to require more sophisticated tax planning. The cost is less for will-based estate plans—when a trust is not needed—and we offer some services a la carte.

Contact us to schedule an estate planning consultation.