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Our Fees

Teresa K. Bowman, P.A

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. Fees may vary from those listed based on individual circumstances and complexity of work.

 

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 $1150

Revocable Trust, Pour-over will, POA and HCD w LW, certificates of trust and funding instructions $2750

Married Couple

Wills, powers of attorney, health care directives and living wills $1950

Revocable Trust, Pour-over wills, POA and HCD w LW, one deed to trust (if needed),

certificates of trust and funding instructions $3750

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.

 

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 $2500 and up dependent upon circumstances and reporting requirements to state agencies (if needed)

Personal Services Contracts/Family Agreements $1500 – $1850 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 $995 plus recording fees

 

Probate and Trust Administration

Fees are determined at the time of consultation and agreed upon by client and attorney.

Fees are not subject any statutory fee requirements.

 

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 $295

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: $400.00 per hour on matters billed hourly.

Associate hourly rate: $300.00 per hour on matters billed hourly.

Awards & Achievements
Reviews & Ratings
  • google
    5.0/5.0

    Wonderful people, wonderful service. Used legal services provided by Teresa Bowman and staff for years.

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    Jamie Poindexter

  • google
    5.0/5.0

    I've known Teresa for years. I've never understood the reason for lawyers. If everyone just kept their word and did what they were supposed to, then we would not need lawyers. But we all know that doesn't happen. So we'll need lawyers for a long long...

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    Bob Stone

  • google
    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...

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    Steve Joselson

  • 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

  • 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

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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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