Estate planning fees and costs are determined on a case-by-case basis. Every client starts with the essential documents (listed below). Whether or not the client needs or desires further services depends on numerous factors, including the client’s financial and personal circumstances, health, family dynamics and personal choice.
During the free initial conference, the attorney and the prospective client will review the aformentioned factors in relation to the prospective client’s concerns and desires. The attorney will discuss the available options, there purpose, there practicality to the prospective client and make reccomendations.
We don't nickel and dime our clients. Generally all fees are transactional (not hourly). The prospected client will be presented with an engagement agreement with a quoted flat-rate fixed-fee price for the work suggested during the intial conference.
The quoted fees are all inclusive with the chosen plan. Client's will not receive invoices for phone calls, copying, research, trust funding, document execution, witnesses, ect. We typically request half of the quoted fee up-front with the remaining half due at the document execution ceremony.
Essential Docs
Will
Financial Power of Attroney
Living Will
Healthcare Power of Attorney
HIPPA Authorizations
Memorial Instructions
Typical Additional Documents
Revocable Living Trusts
Testamentary Trusts
Medicaid Trusts
Irrevocable Living Trusts
Business Entities
Marital Agreements
Documents Included w/ additional Trusts
Trust Summary
Deeds
Assignment of Tangible Personal Property
Certificate of Trust
Funding Checklists
Funding Instructions