Surprises are great for birthdays or anniversaries, but not so much in legal work. That is why, as part of our "client-first" mission, our estate planning work is done on a flat-fee basis.
With a flat-fee arrangement, you are given the exact cost of the work to be done. You pay that much, and not a penny more. A flat fee arrangement gives you, the client, greater control over the budget for your estate plan! You can choose the level of investment you are ready to make in your family's future.
We have adopted a percentage fee structure for our estate and trust administration clients. Our percentage fee structure is based on the value of assets passing through the estate or the assets managed by the trust.
The percentage fee structure is provided to prospective clients at the initial consultation so that there is transparency at every turn.
Again, we promise no surprises! No sticker shock!
There is a small handful of services we provide that are billed at an hourly rate. These engagements are typically short-term matters or cases with too many variables that make it impossible to set a flat fee.
We pledge to make every effort to do the best work we can, in the most efficient manner we can, in order to keep your costs manageable. The hourly rate will be provided at the start and will not increase during the length of the engagement.
We are pleased to offer a 15% discount on our estate planning services to:
Military Personnel (including Active Duty, Guard & Reserves, Retirees, and Veterans)
(including police officers, firefighters, EMTs and paramedics)
public and private school teachers and administrators
This discount is a simple but heartfelt way to say THANK YOU for your incredible service to our community.