Appointments and Fees

How It Works

Based on Attorney’s areas of practice there are no free consultations provided.

New Estate Plan, New Client

APPOINTMENTS. There is always at least a one month wait for a new appointment.  To have an estate plan prepared takes two to three appointments.  The first appointment is an intake where the Attorney and Client ask each other a lot of questions and is a telephone or Zoom meeting.  After the first meeting draft documents are sent to the Client to review. The next meeting is when the documents are explained, questions answered based on Client’s review of the documents and revisions made to the documents.  Sometimes the documents are signed at the second meeting, otherwise documents are signed at a third meeting.

FEES. Normally Attorney bills estate plan matters on a flat fee basis depending on what the Client wants to accomplish.  The exact fee depends on many circumstances including the Client’s health, family composition, types of assets owned, whether a beneficiary needs ongoing money management due to age (young children) or disability and whether Client is excluding a beneficiary.  After the first meeting Attorney will provide a flat fee quote and one half of the fee is due at the time draft documents are to be prepared. 

Probate Court Matters

Several different types of cases are handled in Probate Court and they all take time to complete the process. 

FEES.  All Probate Court matters are billed hourly. Attorney currently bills at $350.00 hourly and legal assistant time is billed at $100.00 hourly.  A retainer deposit is required prior to work commencing.