North Coast Estate Law
Flat fee · Credited toward your plan
The first step for every plan

Your Family Protection Audit

90 minutes with Bridget Burns, Certified Specialist in Estate Planning, Trust & Probate Law.

One meeting, by video, where we look at what you own, how it's titled, and who you want looking after your family. You leave knowing exactly where you stand and what it would take to fix it.

Pick your time
Flat fee
$750
Paid when you book

Credited in full toward your plan if you move forward.

Plans start at $3,600 for one person and $4,500 for a couple, all-in.

What you get

You'll leave knowing five things

  1. Whether your family would go through probate todayBased on how your home and accounts are actually titled, not a guess.
  2. The red flags in the plan you already haveAnd whether it needs a tune-up, an update or a full refresh. No plan yet? We start from scratch.
  3. Who should step in for youAnd your options if no one obvious comes to mind, from naming two people together to a licensed professional fiduciary.
  4. The exact price to fix itFixed, all-in and in writing, before you commit to anything.
  5. Where your family stands, on one pageYour written Family Protection Roadmap: what we checked, what we found, and what it takes to fix it.
No fine print

How the fee works

$750, flat

One fee, paid when you book. It covers your 90-minute Audit, my review beforehand, and your written Family Protection Roadmap.

Credited in full

If you hire me for your plan within 14 days after your Audit, the whole $750 comes off your plan fee. Plans start at $3,600 for one person and $4,500 for a couple, all-in, with every price published on my website.

No obligation

If you decide not to go ahead, you keep your Roadmap and everything we covered. We part friends.

Already have documents? The Audit screens them for the problems that most often make plans fail. A complete line-by-line review happens only if you hire me to update or replace them, and it's included in that flat fee.

Pick a time that works for you

Book in two minutes

  1. Pick any open time below.
  2. Read the short payment disclosure and check the box.
  3. Pay $750. Your confirmation email has your video link and a link to reschedule.

Planning as a couple? Pick a time that works for you both, since most of the decisions are ones you'll make together. You can reschedule from your confirmation email.

Bridget Burns

Questions before you book? Call (858) 201-7600 or email hello@northcoastestatelaw.com.