• Access to Goal-Setting Questionnaire: Complete our proprietary questionnaire in advance so the review focuses on what matters most to you.

• Attorney Review of Your Existing Documents: Your attorney reviews your estate planning documents through the lens of trust administration experience and current California best practices.

• Advice and Counsel in a Structured Zoom Meeting: A focused meeting with your attorney to review findings, answer questions, and discuss whether updates, amendments, or a restatement may be appropriate.

• Written Summary Memo: A plain-English memo explaining what your plan does and outlining recommended next steps based on your goals and circumstances.

• Trust Funding Guidance (Where Relevant): Identify gaps between what your plan says and how your assets are actually titled, so you know what is, and isn’t, covered.

What’s not included: Estate planning document drafting of any kind, financial advice, out-of-state matters, or any service not expressly described above.

Flat fee: $1,550 | This reflects a comprehensive attorney review of an estate plan drafted outside our firm and all other included services.

Your Diagnostic fee is credited: If a full estate plan or trust restatement is recommended and you decide to move forward with Shafae Law, your $1,550 Diagnostic fee is credited in full toward the standard estate planning flat fee. Think of it as a deposit on clarity.

Because your intake and supporting questionnaire responses and documents are already completed during the Diagnostic, you’ll enter our estate planning process at the Design and Review stage. (See Estate Planning Details.)

• Access to Goal-Setting Questionnaire: Complete our proprietary questionnaire in advance so the meeting stays focused on what matters most to you.

• Attorney Review of Your Existing Shafae Law Plan: Matthew reviews your existing documents in light of any changes in your life and current California best practices.

• Advice and Counsel in a Structured Zoom Meeting: A guided check-in to review your plan, answer questions, and discuss whether updates may be advisable.

• Optional Successor Trustee Orientation (Existing Clients Only): If you choose, you may invite your successor trustee for a guided overview of what your plan says, what their role will require, and what to expect when administration begins. Please note: inviting a trustee means you are choosing to include them in a meeting protected by attorney-client confidentiality.

• Written Summary Memo: Receive a written attorney memo summarizing what your plan provides and outlining recommended next steps based on your goals and circumstances.

• Trust Funding Guidance (Where Relevant): Confirm key assets are aligned with your plan and identify gaps that could undermine it.

Not included: Estate planning document drafting of any kind, financial advice, out-of-state matters, or any service not expressly described above.

Flat fee: $850 | This reflects our existing knowledge of your Shafae Law documents and file history.

Your Diagnostic fee goes with you. If a trust restatement is recommended and you choose to proceed with Shafae Law, your $850 fee is credited in full toward the client restatement flat fee of $2,400.

Yes. If Shafae Law drafted your plan, we’re still available to answer general questions about it at no additional charge. The Estate Planning Diagnostic is different: it’s a structured, attorney-led service where Matthew dedicates time to review your current asset documentation to confirm titling and trust funding, and provide a written memo explaining what your plan does and outlining clear next steps in light of any changes in your goals or life circumstances. Existing clients may also choose to invite a successor trustee to a guided orientation so they understand their future role and feel confident stepping in when the time comes.

No. For joint plans (married or registered domestic partners), both spouses/partners must attend the Diagnostic meeting.

Not always. Many plans still work well, even years later. The purpose of the Diagnostic is to confirm whether your documents still reflect your wishes and current circumstances and, if changes are advisable, to explain what and why in plain English.

Yes. The Diagnostic is designed to help you understand what you have and whether it’s likely to work as intended under California law, even if it wasn’t created by Shafae Law.

The Diagnostic is only as strong as the information available for review. We strongly encourage you to gather and upload a complete set of documents for the most accurate findings and recommendations. If anything is missing, we’ll tell you what to look for so you can fill the gaps.