Fees
I believe in fair fees and knowing upfront what a service will cost. Therefore, I rarely charge hourly rates -- I prefer fixed rates because both you and I know how much my fee will be. Initial consultations are always free of charge.
Below is a sampling of rates for my most popular services. Please ask me if you don't see a legal service or fee on this list -- I'm happy to provide a quote for your specific legal matter. These fees are base fees only and subject to change without notice. If your legal matter is particularly complex and takes more time, the fee may be higher. I will always tell you upfront how much a service will cost.
Fees for estate plans and documents listed below are flat fees. They include all of the meetings and communications needed to discuss details, modifications to the documents in the draft stages, signing, notarization, and witnessing.
I will always quote a fee prior to starting the work. After the initial documents are completed and signed, amendments are subject to additional fees.
Fees as of January 1, 2024:
Individual Documents and Services
Sometimes you don't need to whole kit and kaboodle! These are fees for individual documents in case that's all you need.
Sometimes you don't need to whole kit and kaboodle! These are fees for individual documents in case that's all you need.
Will ($250 per person): a Will allows you to direct the distribution of your estate through the probate process.
Durable Financial Power of Attorney ($150 per person): a DFPOA allows you to name individuals of your choice to manage your financial affairs.
Durable Health Care Power of Attorney and Letter of Direction ($200 per person ): also called "Living Will" or "Advance Directive," a DHCPOA allows you to name individuals of your choice to make your health care decisions. A Letter of Direction provides directions for your health care in the event you are in a terminal, non-responsive condition.
HIPAA Release ($100 per person): A HIPAA Release allows you to name individuals to receive health care information about you.
Pet Trust ($400): a Pet Trust allows you to provide for your pets after your death. You can appoint a caregiver and specify care instructions. If you do not want a Pet Trust as a stand-alone document, consider a testamentary Pet Trust as part of your Will.
Deed, including Lady Bird Deeds ($100 + recording fees)
Codicil ($100): a codicil is an amendment to your Will.
Trust Amendment (from $100 to 50% of the cost of the trust, depending on complexity): a Trust amendment is an amendment to your Trust.
Testamentary Trust ($300): a Testamentary Trust is a Trust included as part of a Will.
Certificate of Trust ($100): a Certificate of Trust is used to certify the existence of a Trust and prove a Trustee's legal authority to act.
Pourover Will ($250): a Pourover Will is only needed where there is a Trust, and makes sure all the property that isn't titled in the Trust is distributed properly.
Packages
I also offer multiple documents in Packages, which allow us to work on multiple documents at the same time at a discounted rate. Not every client’s situation fits these packages exactly. In those instances, I work with potential clients to develop a plan that properly meets their needs. Such a plan may include documents not discussed below.
Basic Package ($500 for individual, $800 for couple)
This package allows you to direct the distribution of your estate through the probate process. It also allows you to name individuals of your choice to manage your financial affairs and make your health care decisions in the event of your incapacity. Finally, it also allows you to provide directions for your health care in the event you are in a terminal, non-responsive condition. It does not avoid probate, and does not involve any estate tax planning.
Includes (for each person):
Will
Durable Financial Power of Attorney
Durable Health Care Power of Attorney and Letter of Direction
HIPAA Release
Revocable Living Trust Package ($3,000 for individual, $3,500 for couple)
This package has all of the benefits of the above package, with the added benefits that assets transferred to the trust can: 1) be managed by the trustee(s) in the event of trust maker’s incapacity, and 2) avoid the expense, delays and public nature of probate on trust maker’s death. A Pourover Will is still necessary to ensure that assets not transferred to the trust prior to death are transferred to the trust after death (through the probate process).
Includes (for each person):
Either a single Joint Revocable Living Trust (for both spouses) or separate Revocable Living Trusts (for each spouse)
Certificate of Trust
Pourover Will with Conservatorship and Guardianship Provisions (if applicable)
Durable Financial Power of Attorney
Durable Health Care Power of Attorney and Letter of Direction
HIPAA Release
Business Services
I focus on nonprofit incorporation.
I focus on nonprofit incorporation.
Individual documents and services:
Drafting and filing Nonprofit Articles of Incorporation ($200 plus filing fees)
Drafting bylaws ($200)
Drafting and filing IRS application for 501(c)(3) tax exempt status ($600 plus filing fees)
Nonprofit incorporation package ($800 plus filing fees):
Drafting and filing Nonprofit Articles of Incorporation
Drafting bylaws
Drafting and filing IRS application for 501(c)(3) tax exempt status