For New Clients without an Estate Plan
Our fees range from $750 for a simple will, to $5,000 for a complete estate plan for a married couple with complex blended family scenarios to be considered. For married couples, our complete estate plan ranges from $3,375 to $5,000 depending on the complexity. For single individuals, our complete estate plan ranges from $2,675 to $4,375 depending on complexity. We charge one-third (1/3) once you begin the estate planning process, one-third (1/3) at the rough draft meeting, and the balance when we finish (we have other payment plans if necessary). Before you decide that our fees are beyond what you are looking for, we encourage you to come in for a free consultation…to experience why we are different. That way, when you explore other estate planning firms, you will understand the differences between the firms and the services they offer. We are confident that you will have a wonderful experience with our firm! There are four attorneys in our office, and we work as a team. Any one of us would be happy to meet with you!
For Our Existing Clients
We pride ourselves are being quick and efficient in helping you review your plan and assisting you with changes related changes in your family dynamics, or providing our advice on changes in the law that relate to your situation. For these types of changes, we bill hourly, billed to the tenth of the hour. We strive to give you an estimate in advance of the time we think your revisions will take, so that you are aware, up front, of the potential cost.
For Clients Who are New to Our Firm, But Who Have an Existing Estate Plan including a Trust
Our firm will happily help with a review of the existing plan documents, advise regarding procedural or substantive changes which might be suggested to comply with your needs or changes in the laws. We will also review with you some substantive changes or additions to reflect your current wishes and needs. We can include customized instructions, personal letters to beneficiaries or heirs, and accommodation of specific religious and/or charitable interests which you may have. We offer a free consultation simply for you to determine if you would like to work with us and we are a good fit for your family. If you choose to utilize our services, we charge a flat fee of $400 for a single client, or $550 for married clients, to review your existing plan and advise you of necessary changes based on changes in the tax laws or changes to estate law. If you have changes you want made to your plan due to a change in dynamics of your beneficiaries, we will talk with about whether a simple amendment will work, or whether you will need to revise your entire plan. Either way, we will give you an estimate of fees, and the choice is yours as to how you would like to proceed.