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 | $750 |
| Revocable Trust, Pour-over will, POA and HCD w LW, one deed to trust (if needed), certificates of trust and funding instructions | $1850 |
Married Couple
| Will, power of attorney, health care directive and living will | $1550 |
| Revocable Trust, Pour-over will, POA and HCD w LW, one deed to trust (if needed), certificates of trust and funding instructions | $2750 |
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 | $5000 and up – dependent upon complexity of estate and amount of assets |
| 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.
| Initial consultation with written follow up | $295 on all matters involving long term care planning, asset preservation or special needs planning |
| Medicaid Eligibility | $6000 and up dependent upon options Medicaid fees include updating of all estate planning documents as needed |
| Irrevocable Trusts | $2000 and up dependent upon complexity of drafting |
| Special Needs Trusts | $1500 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 | $950 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.
| Estate Planning consultation in office | $175 |
| Out of office – no charge unless travel time exceed ½ hour round trip |
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 matter billed hourly |
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5.0/5.0Teresa and Paula have been helping us with setting up a POA and all of our mother’s paperwork and will be filing for Medicaid for her for us. They really are very helpful and explain things in laymen’s terms.
- 5.0/5.0
Great team to work with. Questions answered in layman's terms!
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5.0/5.0Teresa Bowman and her entire team were very easy and pleasurable to work with. Every question was answered in an non-condescending manner and discussed thoroughly in layman's terms.
- 5.0/5.0
Teresa K. Bowman, P.A. is both professional and personable. Her expertise and experience are invaluable. Her ability to understand my needs and her patience in communicating made working with her very worthwhile.
- 5.0/5.0
My husband and I recently met with Teresa to gain information about Florida law pertaining to spousal asset protection in the event that one of us accrues substantial medical bills or requires long term care. As our assets are independently held due...
