At Koala Law, we believe pricing should be clear, predictable, and aligned with thoughtful planning — not driven by billable hours or surprise charges. Most of our services are offered on a flat-fee or scoped basis, so you know what to expect before any work begins.
Our standard estate plans are designed to address the most common estate planning needs for individuals and families. All prices are flat fees — agreed upon before work begins.
Our standard estate plan is designed to address the most common estate planning needs for individuals and families.
Includes:
Estates involving multiple properties or property located outside California require additional coordination and legal oversight.
Applies when:
Applies when:
As part of every estate plan, we provide guidance and instructions for funding non-real-estate assets (such as bank accounts, brokerage accounts, and other financial assets) into the trust. Some clients prefer to complete this funding themselves using our guidance. Others prefer that we coordinate directly with financial institutions.
Note: Most clients fall within the lower end of this range.
When a client also maintains accounts through Koala Financial, non-real-estate trust funding for those accounts is typically coordinated by Koala Financial, and no separate funding fee is charged by Koala Law for that coordination. Clients are not required to use Koala Financial in order to engage Koala Law for estate planning services.
Not included unless expressly stated:
Irrevocable trusts are used for advanced estate, tax, asset-protection, charitable, and legacy planning. Fees are based on the scope, complexity, and objectives of the plan, and are discussed in advance so expectations are clear.
This category includes irrevocable trusts designed for non-charitable purposes where tax or asset-protection considerations are present but not highly complex.
Examples:
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Special needs planning requires careful attention to public benefit eligibility, fiduciary standards, and long-term administration considerations.
Pricing reflects:
Purpose:
Fees reflect:
Examples:
Engagements often involve:
Some irrevocable trusts involve significant estate, gift, or generation-skipping transfer (GST) tax planning. These engagements are custom-scoped based on the planning objectives and complexity involved.
Examples:
Charitable trusts are addressed under a separate fee schedule due to their unique tax, accounting, and compliance considerations.
Includes:
Charitable trusts are advanced planning tools used to achieve a combination of tax efficiency, income planning, charitable impact, and legacy goals. Fees are based on the structure selected, the assets involved, and the overall complexity.
Purpose:
Includes:
Purpose:
Examples:
Business entity formation is a foundational legal step that affects tax treatment, liability protection, governance, and long-term flexibility. Fees are discussed in advance so expectations are clear.
Common uses:
Includes:
When appropriate:
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Entity formations involving multiple owners, unequal ownership interests, or enhanced governance provisions may require additional customization.
Examples:
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Well-drafted agreements are essential to protecting business owners, preserving value, and reducing the risk of disputes. Fees are based on the type of agreement, the complexity of the transaction, and the level of customization required.
Purpose:
Pricing reflects:
For businesses requiring more than a standard formation document, enhanced governance agreements may be appropriate.
Examples:
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Pricing depends on:
Examples:
Examples: