Our Fees
This page shows our basic fee schedule. We always do our best to provide you with the most precise quote that we can. Please feel free to contact us with any questions you may have about the fees listed.
Consult – $495. Note: this price is the same whether the consult is one hour or longer. The fee includes review of relevant documents and attorney meeting in person or by Zoom.
Wills
-Simple Will (no trusts or complex terms) $575 each
-Codicil $525 each
-Pour Over Will as part of a Revocable Living Trust $395 each
Testamentary Trust as part of a Will, Codicil or Revocable Trust
-Children’s Trust (to protect a child’s share during minority or longer, to protect in the event of a divorce, etc) $350 each
-Marital Trust (married couple with children from prior relationships, money management concerns, tax concerns) $175 – $400
-Pet Trust $225 each
-Disclaimed Property Trust used in tax planning $150 each
-Credit Shelter Trust used in tax planning $450 each
Inter Vivos Trusts:
-Revocable Living Trust (Must be done in conjunction wtih Pour Over Will and does not include cost of transferring assets to the Trust) $1,500
-Third Party Funded Special Needs Trust $1,450
-Life Insurance Trust (includes forms and instructions for annual notice) $2,500
-Employer Identification Number (EIN) $195
-Complex Terms related to any specific or charitable bequest in any Will or Trust $150 – $450
Powers of Attorney / Advance Healthcare Directives
-Financial Power of Attorney $250
-Health Care Power of Attorney and Living Will combined $250
-Mental Health Power of Attorney $400
-Meeting with attorney to determine capacity $250 additional cost
Estate Administration: Documents prepared by our firm – Billled on an hourly basis. Minimum fee of $4,000, total fee not to exceed 7%. (This covers 142 steps entailed in estate administration.)
Estate Administration: Documents NOT prepared by our firm -Billed on an hourly basis. Minimum fee of $5,000, total fee not to exceed 7%. (This covers the petition for appointment of administrator and142 steps entailed in estate administration.)
Litigation – (A retainer may be required)
-Attorney $450 per hour
-Paralegal $225 per hour
Optional Surcharge – 25% (There is a 25% surcharge for urgent “drop everything and help us now” assignments. We welcome this work, but it may result in increased costs.)