Estate Planning, Probate & Probate Litigation Agreements & Fees
In order to retain an attorney from our firm all clients are required to execute a retainer agreement for services. Our retainer agreements detail the type of service to be provided as well as any cost and fees that will be applied to any services provided by the firm. We strongly encourage all clients to review our retainer agreement prior to retaining our services. If you have questions or concerns related to the retainer agreement you should address those concerns to your satisfaction prior to executing the retainer agreement.
Our retainer agreements and specifically our fee for services may differ between the various services that we offer and may be amended from year to year. Currently you are in our estate planning, probate and probate litigation services page. We offer four different forms of billing for services under this section of our practice:
For simple estates and trusts we offer a flat-fee fee agreement for services. A simple estate plan is one best suited for a person or couple that does not have to account for wealth, more than one million dollars in assets, does not have to account for the distribution of lots of different assets, and / or does not have a complicated distribution plan. Simple estates are prepared with very little turn-around time by the firm. The client is entitled to a one hour meeting with the attorney after which time a questionnaire is provided to the client to be completed and returned to the firm. Once the questionnaire is completed the attorney will draft the plan and a subsequent one hour meeting is arranged with the client and the firm to review and execute the estate planning documents. A couple that qualifies for a simple estate fee agreement should review the simple fee agreement below for couples as opposed to creating two simple fee agreements for each person.
For regular estates and trust we offer a flat-fee fee agreement for services with slightly higher rates than for our simple estates. A regular estate is one with cumulative assets over one million dollars, that has distribution of many assets (property, bank accounts, retirement accounts, investments, etc.), and / or has a complicated distribution plan. Regular estates can take longer than simple estates because the client is given an unlimited amount of time for the initial meeting and any follow up meetings necessary to design and complete the estate. A couple that wants unlimited attorney time should review the regular fee agreement for couples as opposed to creating two regular fee agreements for each person.
For more complex estates—all estates above the federal estate tax threshold of $5,250,000, or business owners seeking buy sell agreements—we offer billable hour fee agreements.
For clients who require plaintiff or defense counsel in a probate matter we offer a competitive billable hour fee agreement. Within our billable hour fee agreement we offer our clients a free one hour initial consultation and two additional hours per month of free consultation to discuss issues related to their probate litigation.
Once you have determined which fee agreement fits your needs you can select the corresponding agreement below for review, question and comments.
Please submit any question or comments here. Once you are ready to proceed with the agreement please execute the agreement, scan, fax or mail it to us and someone will contact you to set up the initial meeting with an attorney.
- For a Simple Estate retainer agreement for an individual click here
- For a Simple Estate retainer agreement for a couple click here
- For a Regular Estate retainer agreement for an individual click here
- For a Regular Estate retainer agreement for a couple click here
- For Complex Estate retainer agreement click here
- For Probate Litigation retainer agreement click here