Litigation, uncontested probate proceedings, and estate and trust administration engagements: The firm undertakes these engagements on an hourly fee basis. Hourly rates range based on type and complexity of matter, amount in dispute, urgency of action required, and other factors. Likewise, required initial retainer amounts vary. The firm does not require initial retainer deposits for all engagements of these types, but does require them in all litigation retentions and retentions where, in my professional opinion, litigation is likely.
Estate Planning: The firm typically provides estate plan creation services on a “flat fee” basis. I will determine what plan structure and composition will best serve clients’ stated needs and goals, and will provide a statement of a narrowly tailored “range” of total cost for the plan creation. Review and amendment, revision, or supplementation of an existing plan is usually provided on an hourly basis. However, if the total project is large enough that a flat fee makes sense, that may be offered as a reasonable option.
“Funding” Estate Plans: Whether the firm created a client’s existing plan, or will be reviewing an existing plan created for a client by a different attorney and assisting the client in funding that plan, the firm provides funding services for an hourly fee.