Unfortunately, we can’t give you an estimate of the investment that you will need to make until we get to know you better. We don’t sell documents. You can buy documents on the internet. Or you can hire another lawyer to change the name on a form for a specified fee. Our product is not a document or a set of documents. It is peace of mind.
We go through the same process for clients with very simple planning needs as we do with those who have complex issues. If you want an estate plan that fits your needs, you must identify your goals and understand how your estate plan accomplishes those goals. We must understand your family dynamics, your assets, and your concerns. The cost of an estate plan depends on the risks that you face and which risks you wish to avoid.
Every estate plan is different, but our plans typically fall into one of several broad categories, which we will explain in more detail at our first meeting. The costs of these plans range from less than $1,000 to several thousand dollars. We occasionally meet with clients who don’t need any changes to their existing estate plan. In the end, the choice is always yours.
When we go through your options, we will set a flat fee for each option. We do not bill by the hour. We ask for one-half of the agreed-upon fee at that time we are hired. The remainder is due when you sign your documents.