436 S. Tamiami Trail | Osprey, Florida 34229
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 |
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5.0/5.0Rachel was absolutely the best! She was very professional and very compassionate with our case. She was very reliable and always returned our phone calls or emails promptly. She explained everything to us step by step. She went above and beyond he...
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5.0/5.0
Everyone in the office is so pleasant and does everything they can to accommodate your schedule. I worked with Rachel. She was very good and patient when explaining anything that was unclear. I felt I was in good hands. Teresa Bowman was recommended...
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5.0/5.0
I chose this attorney based on reviews in a neighborhood website. I needed her services to make sure my father’s will from another state, would be valid here in Florida. The attorney clarified what legal issues could be encountered and explained in...
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5.0/5.0In trying to deal with the complicated process of applying for and obtaining Medicaid, Teresa and her staff were very professional. The initial consultation and then the entire process went smoothly. Every step of the way was explained to me. Each ti...
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5.0/5.0
In trying to deal with the complicated process of applying for and obtaining Medicaid, Teresa and her staff were very professional. The initial consultation and then the entire process went smoothly. Every step of the way was explained to me. Each ti...
