Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Entire Team was excellent in completing draft trust, will, home protector trust, and advanced direct...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
We had a rough start, but Becky always made us feel very loved and took extra time with us to make u...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Very helpful through the whole process.
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Knowledgeable and great service.
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
An office appointment was scheduled after attending one of their free and informative estate plannin...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
I had my trust set up with you 5-6 years ago. I was happy with the process. I did contact you ,maybe...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Thank you all for making this very easy! This was exactly what I was hoping for, to make things easi...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Thank you for your help in setting up my trust. I have peace of mind now. Everyone was helpful & eff...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
I think the attorneys are very knowledgeable, they provide a good service, and the fee is fair, but ...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
The Pettis Webber team assisted us in getting our ducks in a row and establishing a trust. Their kn...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
The women at Pettis Weber took the time to really get to know us and our family in order to recommen...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Working with the Pettis Webber team was a very pleasant experience. They were very personal and pro...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
When my wife and I were thinking about redoing our wills, I saw an ad invitation to an informational...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Worth every penny, I feel well taken care of.
Google
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Karen helped me work through my unusual circumstances offering solutions that met my needs. Wonderf...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
They were very thorough and efficient. All our questions were answered and we now feel confident tha...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Great at doing original documents and explaining what they do. Not so terrific at questions and foll...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Webber Pettis did a great job with both mine and our in laws estate planning. When that day comes, I...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
We worked with Karen Webber -- Karen walked us thru the set up of our revocable living trust. She w...
Google
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
I got what I needed done and I'm Satisfied.
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
I found the service in devising my will, to be very thorough and competent
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Karen Webber and the staff were all so extremely helpful as they worked with me to protect my assets...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Very professional and helpful!! If they don't know an answer to a question I have they find someone ...
Google
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
When we were ready to create a will and trust, they were able to answer our questions, guide us in m...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Feedback -Our experience with PETTIS-WEBER, was smooth and reassuring. All questions we had were alw...
Google
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Not as responsive getting back to the clients when I need to talk to my attorney. Otherwise all is ...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
I am completely satisfied with the estate planning documents you did for me. Your attention to detai...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Google
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
Very helpful and knowledgeable. With COVID they did the best they could. Karen was so patient and ki...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.
PWPE & AP was instrumental in getting us up to date on our wills setting up a trust, and including o...
Pettis Webber Pacific P.S. Pettis Webber Pacific P.S.

Estate Planning

People often call law offices and ask, “what does a will cost?” We are often surprised when we are told that some offices quote fees over the phone. First, it is unethical for anyone other than a
lawyer to quote a fee. Second, in our experience, wills vary drastically from “simple” wills to
“complex” wills – and the differences are determined by individual circumstances and desires.

Our usual response to “what does a will cost?” is to reply “about the same as a
refrigerator.” Just as there is a broad range of refrigerators available (from simple one
cubic foot “dorm” models to built-to-match custom cabinet models), there is a broad
range of complexity involved with wills. Every year we do several truly simple wills. However,
we find that most person’s situations are better suited with supportive features that a simple will does not accomplish.

Generally, a will is not the only document to take into consideration. Rather there are
other documents needed to complete a plan. These include incapacity planning, health
care decision making and coordination of death beneficiary designations on nonprobate
assets, as well as a review of your desires, and whether a will plan achieves your goals.

For example, you can appoint someone to make financial, general welfare and health care
decisions for you in the event of incapacity. This is done through a document called a
power of attorney. It is a relatively straightforward document which usually eliminates the
need for a guardianship. However, its terms are critical. There are some important delegations
of power that may or may not be appropriate for you. And, when considering artificial life
support ,we know that the legislature now requires us to specify in writing our wishes if we do
not wish to have life-sustaining measures applied if we are in a terminal condition. This is done
by signing a health care directive. Other documents (POLST, Five Wishes, Mental Health
Advance Directive, HIPAA releases and VA directive) are available and need consideration as
well as coordination with the statutory directive.

Plans for married persons may also include properly crafted community property agreements
where appropriate. Plans for parents of minor children include limited powers of attorney.

Plan design is vital and should be considered promptly after assessing ones estate, and certainly before committing to a simple will. Trust plans are effective tools for persons with real estate, people with wishes that carry on after their passing, married couples with “truly” taxable estates and for accomplishing ones most ideal planning now. They require more up front effort and maintenance, which is reflected in their ability in a complex situation.

Will plans are good tools for those wishing to keep present life as simple as possible. They may be effective tools also for those with dependant heirs receiving Medicaid long term care or SSI and those with nonprobate assets. Once in place, wills typically “live” without maintenance, although contractual and nonprobate designations must be carefully coordinated and monitored.

Each plan type (will versus trust) has very different costs. Will plans generally cost less up
front, but may involve probate later on. Married couples may find their estates subject to
two or more probates. As probate typically costs between $5,000 and $10,000, its
avoidance needs to be considered. Thus, considering the necessity and/or avoidance of probate is another consideration. Guardianship is another expensive court proceeding that many persons seek to avoid. The first year’s guardianship fees and expenses can amount to as much as $5000. Thus, avoiding guardianship is often a high priority. Most plans bring substantial value to our clients because, through the use of comprehensive powers of attorney and health care planning, clients avoid the expense and publicity of probate and/or guardianship.

To best serve you, after we have reviewed your situation, discussed your wishes and
understand your financial situation, we will quote a package price. Until you meet with
an attorney to review your goals and wishes, we are not able to provide you with a more
accurate quote for services. Single documents may be available, depending on your situation, but generally are not ideal because it takes almost as much time to provide you with one
document as it does to provide several.