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.

SAMPLE FEE LIST

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 telephone calls needed to discuss the details of the estate plan, modifications to the estate plan in the draft stages, notarization, and witnessing.

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.  I will always quote a “flat fee” prior to starting the work.  After the initial estate plan is completed and signed, amendments to the plan are subject to additional fees.


"A la carte" Documents and Services
Fees Description
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 (also called "Living Will" or "Advance Directive")
$200 per person
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 (stand-alone document)
 $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
$100 + recording fees
 
Codicil (will amendment)
$100
 
Trust Amendment
From $100 to 50% of the cost of the trust, depending on complexity
 
Testamentary Trust
 $300A Testamentary Trust is a trust included as part of a Will.
Certificate of Trust
$100
 
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.
 
Package
Fees Description
Basic Package

Includes (for each person):
  • Will
  • Durable Financial Power of Attorney
  • Durable Health Care Power of Attorney and Letter of Direction
  • HIPAA Release

$550 Individual
$800 Couple
This plan 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.
Revocable Living Trust Package

Includes (for each person):
  • Either a single Joint Revocable Living Trust (for both spouses) or separate Revocable Living Trusts (for each spouse)
  • Pourover Will with Guardianship Provisions (if applicable)
  • Durable Financial Power of Attorney
  • Durable Health Care Power of Attorney and Letter of Direction
  • HIPAA Release
$1,500 Individual
$2,000Couple
This plan 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).
 
Business Services
Fees Description
Nonprofit incorporation:
  • Drafting and filing Nonprofit Articles of Incorporation
  • Drafting bylaws
  • Drafting and filing IRS application for 501(c)(3) tax exempt status
$600 + filing fees
 

PAYMENTS

I accept cash or check payments.