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