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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 $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
Client Testimonials
  • "In October 2009, my fiancé (and future wife) and I wanted to have estate documents prepared. Upon the recommendation of friends, we contacted an elder law firm in Sarasota, FL. We were assigned to Teresa K. Bowman, an estate planning and elder law attorney. Over the course of several months, she helped us to develop and refine our documents to our exact specifications and requirements, with our complete satisfaction. During the next few years, various modifications to our documents were required, and she helped us to implement these changes, always with absolute professionalism and precision, and with a warm, friendly manner. Incidentally, Teresa Bowman, serving in the role of Justice of the Peace, presided over our wedding ceremony in May, 2010. It was the first wedding ceremony she had ever performed, so we trust that it is just as memorable an event for her as it was for us. In 2014, when Teresa Bowman established her own Estate Planning and Elder Law practice, we, of course, transferred our accounts to her new firm. She has since implemented additional modifications to our estate documents, with the same high level of service that we have come to expect and appreciate. We would have absolutely no reservations in recommending Teresa Bowman and her firm to anyone who has need of the services she renders." - Robert G. and Judith L. Hores

Awards & Achievements
Reviews & Ratings
  • google
    5.0/5.0

    Teresa 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.

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    Beth Williams

  • google
    5.0/5.0

    Great team to work with. Questions answered in layman's terms!

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    Rita Zuchelli

  • lawyers
    5.0/5.0

    Teresa 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.

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    Client

  • lawyers
    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.

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    Client

  • google
    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...

    Read more

    Jo-Anne Sheldon

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