Our Services
Our Services
- Negotiable fee
Estate Planning and Elder Law
Basic Estate Plan – last will, power of attorney, health care directive, personal property list, and beneficiary designations
- $1250 individual / $1500 couple
Intermediate Estate Plan – all of the basic estate plan but includes the use of trusts to avoid probate or safeguard assets
- $2000 individual / $2500 couple
Advanced Tax Planning – lifetime gifting of assets using complex structures for individuals and couples subject to the estate tax
- Hourly rate
Probate and Estate Settlement
Small estate (personally titled assets under $75k) guidance – documentation and advice to close an estate not subject to probate
- Most cases: $1000-1500
Informal or Formal Probate – all required court filings, personal representation, estate inventory, valuation, management, and distribution
- Most cases: $2000-8000
Trust Administration
Legal Representation – includes both non-judicial and court required solutions
- Modification, amendment, or termination of irrevocable trusts
- Removal, resignation, and appointment of trustees
- Litigation and settlement of administrative disputes or errors
- Hourly rate
Independent trustee services – does not include day-to-day management of securities
- Negotiable fee
Trust Administration
Legal Representation – includes both non-judicial and court required solutions
- Modification, amendment, or termination of irrevocable trusts
- Removal, resignation, and appointment of trustees
- Litigation and settlement of administrative disputes or errors
- Hourly rate
Independent trustee services – does not include day-to-day management of securities
- Negotiable fee
Real Estate
Deeds and title work related to estate plans or probate cases – research, tax calculations, drafting, filing
- Typically, $350/deed (includes filing fee, excludes taxes)
Business Services
Legal Representation – includes both non-judicial and court required solutions
- Formation - entity selection advice, required filings, drafting articles of incorporation
- Management - business succession planning, contract review, drafting, and negotiation, DBAs and trademarks, licensing, tax advice
- Termination - wind down of a business including notice to creditors, required filings, and distribution of assets
- Hourly rate
Estate Planning and Elder Law
Basic Estate Plan – last will, power of attorney, health care directive, personal property list, and beneficiary designations
- $1250 individual / $1500 couple
Intermediate Estate Plan – all of the basic estate plan but includes the use of trusts to avoid probate or safeguard assets
- $2000 individual / $2500 couple
Advanced Tax Planning – lifetime gifting of assets using complex structures for individuals and couples subject to the estate tax
- Hourly rate
Probate and Estate Settlement
Small estate (personally titled assets under $75k) guidance – documentation and advice to close an estate not subject to probate
- Most cases: $1000-1500
Informal or Formal Probate – all required court filings, personal representation, estate inventory, valuation, management, and distribution
- Most cases: $2000-8000
Trust Administration
Legal Representation – includes both non-judicial and court required solutions
- Modification, amendment, or termination of irrevocable trusts
- Removal, resignation, and appointment of trustees
- Litigation and settlement of administrative disputes or errors
- Hourly rate
Independent trustee services – does not include day-to-day management of securities
- Negotiable fee
Real Estate
Deeds and title work related to estate plans or probate cases – research, tax calculations, drafting, filing
- Typically, $350/deed (includes filing fee, excludes taxes)
Business Services
Legal Representation – includes both non-judicial and court required solutions
- Formation - entity selection advice, required filings, drafting articles of incorporation
- Management - business succession planning, contract review, drafting, and negotiation, DBAs and trademarks, licensing, tax advice
- Termination - wind down of a business including notice to creditors, required filings, and distribution of assets
- Hourly rate
Ready for Peace of Mind?
Protect your family and your future with a personalized estate plan.
