Estate Planning: Please call us to set up an appointment to discuss your estate planning needs. To prepare for this meeting, we will send you a questionnaire. The information on the questionnaire helps us understand your family and your assets so we can give the most accurate advice for your particular situation. Then we meet in person for about two hours to discuss your assets, loved ones, concerns, and desires; we also discuss the pros and cons of different approaches, and their associated costs. We charge a reduced rate for this initial consultation. At the end of the meeting, we will make our recommendations and tell you what it would cost to implement them. We usually charge a flat fee for drafting the documents (rather than billing by the hour) so you will know what to expect up front. If want to hire us to craft your estate plan, we sign an agreement and you will make a 50% deposit. If you decide not to proceed further at this time, all you owe us is the fee for the consultation.
Estate Administration: Please call us to set up an appointment. At the appointment, we will discuss your situation and explain the procedure for administering your loved one’s estate. We charge hourly for this type of work.