The Initial Meeting
Our initial meeting with prospective estate planning clients is complimentary. This meeting provides you with a chance to get to know us, provides us with a chance to get to know you, your financial situation and your family situation and will allow us to make recommendations as to the planning arrangements which will allow you to realize your estate planning objectives. Following this meeting, we will provide you with the fees associated with our recommendations.
Whenever possible, we will provide you with a fixed fee for the services we will be providing, so you will know the cost. There are times when the project we will be working on is open-ended enough that it will be in your best interest to bill the case on an hourly (time and charges) basis. However, the fee for most of our estate planning services will be identifiable up front.
Amending Existing Documents
The area in the estate planning practice where we will typically bill on an hourly (time and charges) basis is when we are working with existing clients to amend specific aspects of their planning arrangements. In these instances, we will make sure that we utilize our staff as much as possible to make the project as cost-effective as possible.