Based on the Attorney’s areas of practice, there are no free consultations provided.

New Estate Plan, New Client

Preparing an estate plan generally takes two to three appointments.  The first appointment is an intake where the Attorney gathers information on the Client’s situation and intent and answers any questions the Client may have. This may be an in-person, telephone, or video meeting.  

After the first meeting, draft documents are prepared and sent to the Client for review. The next meeting consists of explaining these documents, answering Client questions, and making revisions. Usually, the documents are finalized and signed at this second meeting, although if there are significant revisions a third meeting may be scheduled for signings.

Fees

Estate Plan matters are most often billed on a flat fee basis. The exact fee depends on multiple circumstances, including the Client’s health, family composition, types of assets owned, and age and circumstance of beneficiaries. After the first meeting, the Attorney will provide a quote. One half of the fee is due at the time draft documents are to be prepared, with the other half due at signing.

Probate matters are handled on retainer and billed on an hourly basis.