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Our Fees

List of fees and rates

Most of the work completed by the firm is charged on a flat fee basis. All fees are discussed with the client and agreed upon before any work is begun.

Estate Planning Fees

Most estate planning work is done on a flat fee basis. The fees quotes are based on drafting documents, minor redrafting as needed, and a follow-up meeting to execute the documents. The fees include copies of the finalized documents as requested and we will provide PDF copies by secure email as well.

Significant redrafting, or additional meetings to finalize documents could incur additional charges.

Single Person

Will, power of attorney, health care directive and living will $950
Revocable Trust, Pour-over will, POA and HCD w LW, certificates of trust and funding instructions $2250

Married Couple

Wills, powers of attorney, health care directives and living wills $1850
Revocable Trust, Pour-over wills, POA and HCD w LW, one deed to trust (if needed),  certificates of trust and funding instructions $3250

Wills or Trusts that include Special Needs Trusts, trusts for minors, or spendthrift trusts will increase the package rates by $500-$1000 dependent upon type of trust and complexity of drafting.

Probate and Trust Administration

Summary Administration for assets of less than $75,000/ no known creditors $1500 or hourly whichever is higher
Summary Administration for transfer of homestead property/ no known creditors
Formal Probate- assets over $75,000 Statutory Rates
Trust Administration Statutory Rates

Long Term Care Planning

The most complex area of my practice involves advising clients on government benefits such as SSI, Medicaid, and Veteran’s benefits. Significant time is spent with the client and advice is tailored to each set of unique circumstances.

Medicaid Eligibility $7000 and up dependent upon options
Medicaid fees include updating of all estate planning documents as needed
Irrevocable Trusts $2500 and up dependent upon complexity of drafting
Special Needs Trusts $1850 and up dependent upon circumstances and reporting requirements to state agencies (if needed)
Personal Services Contracts/Family Agreements $1000 – $1500 dependent upon circumstances and complexity

Deeds

Deed to Trust Once included with Trust Package, others $250 each plus recording fees
Deed to convey property without title search $250 plus recording fees
Life Estate Deed $500 plus recording fees
Enhanced Life Estate Deed $975 plus recording fees

Consultation Fees

All consultations are followed up with an opinion letter dependent on the area of law outlining options, solutions and a suggested plan of action.

All consultations $275
Out of office – dependent upon circumstances, there may be a $150 trip charge.

These fees are representative of the fees normally charged in matters. However, all fees are subject to the specific facts of your situation, and sometimes the quoted fee will change (go up or go down) if the circumstances or facts warrant. All changes will be discussed and agreed to in writing.

Attorney hourly rate: $375.00 per hour on matters billed hourly
Associate hourly rate: $275.00 per hour on matters billed hourly

 

Awards & Achievements
Reviews & Ratings
  • google
    5.0/5.0

    Attorney Bowman and her entire staff were friendly and extremely professional. I was referred to her because I needed an attorney that was knowledgeable of establishing special needs trusts. She was able to guide me in establishing a will and a speci...

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    Robin Wiggins

  • lawyers
    5.0/5.0

    I received excellent service from this firm and staff via phone calls or email. Correspondence was always clear, all questions were answered and explained in detail. I would recommend this firm to others.

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    Client

  • google
    5.0/5.0

    Rachel and the entire staff at Teresa K. Bowman P.A. firm provided friendly, professional, and quality estate planning for our family. Thank you.

    Read more

    LS Balloon

  • lawyers
    5.0/5.0

    She was very knowledgeable in preparing my will and trust documents. She was responsive and professional in her dealings with me. I would highly recommend her.

    Read more

    Client

  • lawyers
    5.0/5.0

    Working with Rachel as my lawyer was all around a great experience. She is an expert in her field, highly professional, responsive in a timely manner, and most of all I trusted her with my case. I would highly recommend her as a lawyer and would use ...

    Read more

    Client

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News
  • "The National Elder Law Foundation (NELF) – the only organization approved by the American Bar Association to offer certification in the area of elder law, has announced that Teresa K. Bowman, Esq., of Sarasota has successfully completed its examination leading to such certification."

  • "I am pleased to announce that I have joined the firm of McLin Burnsed, based in Leesburg and in The Villages Community, as an attorney of counsel. McLin Burnsed has maintained a presence in the Leesburg and Villages area for over 45 years and are expanding their practice to include Elder Law."

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