Initial Consultation $200
After you contact me, we will set up a meeting to discuss your goals for your will or trust. This meeting lasts between 1 and 1.5 hours. This meeting is held at my downtown office. Generally, I schedule appointments on Mondays between 8:30am and 2pm, but there is some flexibility.
After the Initial Consultation, I will provide you a letter to sign which details the services I will provide and the price. All pricing is up-front, and you are always welcome to ask questions. If you choose to have me prepare a will or trust package, the $200 for the Initial Consultation will be applied to the price of your will or trust package.
Basic Will Package $550-$1100
A very basic will usually meets the needs of a single adult or married couple who wants to leave all assets to one person or charity. The price increases based on the client's goals, family needs, and asset distributions. We can also include testamentary trusts in your will.
The Basic Will Package includes:
Revocable Trust Package $1,600-$3000
A trust-based estate plan provides a way to pass on your assets with much less court involvement. In many circumstances, the time and expense of probate can be entirely avoided. It also allows for easier management of your assets as you age or if you become unable to manage your own affairs.
The Revocable Trust Package includes:
Advanced Estate Planning
I do not offer advanced estate planning at this time. However, I will discuss the benefits of more complex estate planning at the Initial Consultation and make any recommendations and referrals based on your particular goals.