I offer a complimentary estate planning consultation, which normally lasts between one to two hours. This provides an opportunity to review and discuss your current situation and your estate planning goals. At the completion of the initial complimentary conference, I quote a flat fee for estate planning services. If you wish to proceed at that time, I request a 50% deposit.
The Process
Estate and trust administration and tax resolution/compliance conferences, and all follow up work, are billed at my hourly rates.