When buying a product or service, it’s important to know the final cost. For that reason, all estate planning fees are quoted before we start our work and they are a set, flat rate fee. We understand that no one wants to be surprised by an attorney’s bill at the end of the estate planning process.
Estate Planning Consultation: $250
Set up a consultation for a customized recommendation for your estate planning goals. At the end of the consultation, you will have one or more options for achieving your goals, as well as a customized flat rate fee quote for our services. You will probably also get some suggestions for actions you can take to ensure your wishes are honored before your will is in place. Consultation fees are credited to the total flat rate fee.
The consultation can be conducted in person or via Zoom. Limited evening appointments are available.
The Basic Plan: $900 single; $1,200 couple
The Basic Plan includes the following:
- Healthcare Proxy
- Power of Attorney
These three estate planning documents are offered as a package because most clients require all three.
For those couples who are able to meet at the same time, these documents are offered at a discount. Although the initial meeting may be via Zoom the final meeting must be in person. During the pandemic, we have been observing social distancing and mask wearing requirements. Clients remain in their cars and our staff meets them outside for witnessing documents.
Trusts: Starting at $1,000
Because there are so many different types of trusts, tailored to different circumstances, the basic flat rate may be adjusted if clients have greater needs. Clients will receive a rate quote after the initial consultation.