At Central Coast Estate Planning we want to be your lawyer for life…and death.
At Central Coast Estate Planning we want to be your lawyer for life…and death.
If you’re on this page, it probably means:
You’re looking to leave a lasting legacy for your loved ones.
OR
You’ve recently lost a loved one, and you’re wondering what comes next.
You have questions. We have answers.
You’re probably nervous. You’re probably not sure if you need all this. You’re probably not sure how a lawyer can help you. You’re probably not sure how much a lawyer will cost. If you’ve just lost a loved one, you’re probably also wondering, “What happens next?”.
We’re here for you and your family. Whether you’re looking for estate planning, estate administration, or business advice and counsel, we got you covered.
You have questions. We have answers.
You’re probably nervous. You’re probably not sure if you need all this. You’re probably not sure how a lawyer can help you. You’re probably not sure how much a lawyer will cost. If you’ve just lost a loved one, you’re probably also wondering, “What happens next?”.
We’re here for you and your family. Whether you’re looking for estate planning, estate administration, or business advice and counsel, we got you covered.
If you’re on this page, it probably means:
You’re looking to leave a lasting legacy for your loved ones.
OR
You’ve recently lost a loved one, and you’re wondering what comes next.
You have questions. We have answers.
You’re probably nervous. You’re probably not sure if you need all this. You’re probably not sure how a lawyer can help you. You’re probably not sure how much a lawyer will cost. If you’ve just lost a loved one, you’re probably also wondering, “What happens next?”.
We’re here for you and your family. Whether you’re looking for estate planning, estate administration, or business advice and counsel, we got you covered.
You have questions. We have answers.
You’re probably nervous. You’re probably not sure if you need all this. You’re probably not sure how a lawyer can help you. You’re probably not sure how much a lawyer will cost. If you’ve just lost a loved one, you’re probably also wondering, “What happens next?”.
We’re here for you and your family. Whether you’re looking for estate planning, estate administration, or business advice and counsel, we got you covered.
You’re probably wondering…
Do I Need an Estate Plan?
Estate planning is the process of creating a plan for the distribution of your assets and wealth after your death. This plan typically includes a set of legal documents such as wills, trusts, powers of attorney, and beneficiary designations that determine how your assets will be managed and distributed to your heirs or beneficiaries. You can read a lot more about it on this site.
Estate planning is important for several reasons.
First, it ensures that your assets are distributed according to your wishes, avoiding disputes and conflicts among family members.
Second, it helps to minimize taxes, fees, and other costs associated with transferring assets to your heirs.
Finally, it can help you to protect your assets from potential creditors and ensure that your family is taken care of in case of your incapacity or death.
The estate planning process involves several steps, including identifying your assets and liabilities, determining how you want them distributed, selecting an executor or trustee, and creating the necessary legal documents. You may also want to consider creating a plan for your healthcare and appointing a healthcare proxy to make medical decisions on your behalf in case you become incapacitated.
Estate planning is not just for the wealthy. Anyone who has assets, property, or dependents can benefit from creating an estate plan. It is important to regularly review and update your estate plan to ensure that it continues to reflect your wishes and takes into account changes in your personal and financial situation.
Why Should I get an Estate Plan Now?
First and foremost, an estate plan allows you to protect and provide for your loved ones after you pass away. With an estate plan in place, you can designate who should receive your assets and property, and how they should be distributed. Without an estate plan, the state will determine who inherits your assets, which may not align with your wishes.
Second, an estate plan can also help you avoid the probate process, which can be time-consuming, expensive, and stressful for your loved ones. By having a plan in place, you can ensure that your assets are distributed efficiently and without delay.
Third, an estate plan can help you minimize taxes and other expenses, ensuring that your assets are passed on to your loved ones as efficiently as possible.
Finally, an estate plan can also include provisions for your medical care and end-of-life decisions, ensuring that your wishes are respected in the event that you become incapacitated or unable to make decisions for yourself.
Second, an estate plan can also help you avoid the probate process, which can be time-consuming, expensive, and stressful for your loved ones. By having a plan in place, you can ensure that your assets are distributed efficiently and without delay.
Third, an estate plan can help you minimize taxes and other expenses, ensuring that your assets are passed on to your loved ones as efficiently as possible.
Finally, an estate plan can also include provisions for your medical care and end-of-life decisions, ensuring that your wishes are respected in the event that you become incapacitated or unable to make decisions for yourself.
You never know when you will take your last breath. That might seem morbid, but it’s true. In confronting that fact, you free yourself to live. You no longer put off until tomorrow the things you should do today when you realize there might not be a tomorrow. You can read John’s whole story here. It’s a good one, and you should read it when you get a chance. But, to make a long story short, at 39 years-old, John went into sudden cardiac arrest because of an undiagnosed, hereditary heart condition, while he was making the bed one Monday morning. It could have happened to anyone.
John was lucky.
His wife was there, knew CPR, had the wherewithal to call 911, perform CPR, and open the door for the firefighters…all while wrangling their 15-month-old who just wanted “D’ah’deee!”. Firefighters got there in an instant, assessed the situation, applied an AED (that thing they yell “Clear!” before shocking people to restart their heart) twice, and got him conscious before his short trip to the hospital. John’s odds of survival? About 8%. John’s odds of making a complete recovery? About 3%.
John was lucky. John beat the odds. You might not.
John was lucky. John beat the odds. You might not.
Having an estate plan is crucial to ensuring that your wishes are respected, your loved ones are provided for, and your assets are distributed efficiently. So if you haven’t already, consider getting an estate plan in place as soon as possible.
Having an estate plan is crucial to ensuring that your wishes are respected, your loved ones are provided for, and your assets are distributed efficiently. So if you haven’t already, consider getting an estate plan in place as soon as possible.
You’re probably wondering…
Do I Need an Estate Plan?
Estate planning is the process of creating a plan for the distribution of your assets and wealth after your death. This plan typically includes a set of legal documents such as wills, trusts, powers of attorney, and beneficiary designations that determine how your assets will be managed and distributed to your heirs or beneficiaries. You can read a lot more about it on this site.
Estate planning is important for several reasons.
First, it ensures that your assets are distributed according to your wishes, avoiding disputes and conflicts among family members.
Second, it helps to minimize taxes, fees, and other costs associated with transferring assets to your heirs.
Finally, it can help you to protect your assets from potential creditors and ensure that your family is taken care of in case of your incapacity or death.
The estate planning process involves several steps, including identifying your assets and liabilities, determining how you want them distributed, selecting an executor or trustee, and creating the necessary legal documents. You may also want to consider creating a plan for your healthcare and appointing a healthcare proxy to make medical decisions on your behalf in case you become incapacitated.
Estate planning is not just for the wealthy. Anyone who has assets, property, or dependents can benefit from creating an estate plan. It is important to regularly review and update your estate plan to ensure that it continues to reflect your wishes and takes into account changes in your personal and financial situation.
Why Should I get an Estate Plan Now?
First and foremost, an estate plan allows you to protect and provide for your loved ones after you pass away. With an estate plan in place, you can designate who should receive your assets and property, and how they should be distributed. Without an estate plan, the state will determine who inherits your assets, which may not align with your wishes.
Secondly, an estate plan can also help you avoid the probate process, which can be time-consuming, expensive, and stressful for your loved ones. By having a plan in place, you can ensure that your assets are distributed efficiently and without delay.
Additionally, an estate plan can help you minimize taxes and other expenses, ensuring that your assets are passed on to your loved ones as efficiently as possible.
Finally, an estate plan can also include provisions for your medical care and end-of-life decisions, ensuring that your wishes are respected in the event that you become incapacitated or unable to make decisions for yourself.
Second, an estate plan can also help you avoid the probate process, which can be time-consuming, expensive, and stressful for your loved ones. By having a plan in place, you can ensure that your assets are distributed efficiently and without delay.
Third, an estate plan can help you minimize taxes and other expenses, ensuring that your assets are passed on to your loved ones as efficiently as possible.
Finally, an estate plan can also include provisions for your medical care and end-of-life decisions, ensuring that your wishes are respected in the event that you become incapacitated or unable to make decisions for yourself.
You never know when you will take your last breath. That might seem morbid, but it’s true. In confronting that fact, you free yourself to live. You no longer put off until tomorrow the things you should do today when you realize there might not be a tomorrow. You can read John’s whole story here. It’s a good one, and you should read it when you get a chance. But, to make a long story short, at 39 years-old, John went into sudden cardiac arrest because of an undiagnosed, hereditary heart condition, while he was making the bed one Monday morning. It could have happened to anyone.
John was lucky.
His wife was there, knew CPR, had the wherewithal to call 911, perform CPR, and open the door for the firefighters…all while wrangling their 15-month-old who just wanted “D’ah’deee!”. Firefighters got there in an instant, assessed the situation, applied an AED (that thing they yell “Clear!” before shocking people to restart their heart) twice, and got him conscious before his short trip to the hospital. John’s odds of survival? About 8%. John’s odds of making a complete recovery? About 3%.
John was lucky. John beat the odds. You might not.
John was lucky. John beat the odds. You might not.
Having an estate plan is crucial to ensuring that your wishes are respected, your loved ones are provided for, and your assets are distributed efficiently. So if you haven’t already, consider getting an estate plan in place as soon as possible.
Having an estate plan is crucial to ensuring that your wishes are respected, your loved ones are provided for, and your assets are distributed efficiently. So if you haven’t already, consider getting an estate plan in place as soon as possible.
Why Should I Hire an Estate Planning Lawyer?
1
First, An estate planning lawyer can help you create a comprehensive estate plan that reflects your unique goals and wishes. This can include drafting a will, creating trusts, and establishing powers of attorney to ensure that your assets are distributed according to your wishes, and that your affairs are handled in the event of incapacity.
2
Second, An estate planning lawyer can help you navigate complex legal issues that may arise during the planning process. They can advise you on tax implications and strategies to minimize taxes, as well as help you navigate any legal complexities that may arise.
3
Third, An estate planning lawyer can provide ongoing support and guidance as your circumstances change over time. They can help you update your estate plan as necessary, and provide guidance on how to handle changes in your financial situation, family dynamics, or other factors that may affect your estate plan.
An estate planning lawyer can provide you with the peace of mind that comes from knowing that your affairs are in order and that your wishes will be carried out according to your desires. If you’re considering creating an estate plan, it’s important to work with an experienced and knowledgeable estate planning lawyer who can help guide you through the process and provide you with the support you need.
Why Should I Hire an Estate Planning Lawyer?
1
First, An estate planning lawyer can help you create a comprehensive estate plan that reflects your unique goals and wishes. This can include drafting a will, creating trusts, and establishing powers of attorney to ensure that your assets are distributed according to your wishes, and that your affairs are handled in the event of incapacity.
2
Second, An estate planning lawyer can help you navigate complex legal issues that may arise during the planning process. They can advise you on tax implications and strategies to minimize taxes, as well as help you navigate any legal complexities that may arise.
3
Third, An estate planning lawyer can provide ongoing support and guidance as your circumstances change over time. They can help you update your estate plan as necessary, and provide guidance on how to handle changes in your financial situation, family dynamics, or other factors that may affect your estate plan.
An estate planning lawyer can provide you with the peace of mind that comes from knowing that your affairs are in order and that your wishes will be carried out according to your desires. If you’re considering creating an estate plan, it’s important to work with an experienced and knowledgeable estate planning lawyer who can help guide you through the process and provide you with the support you need.
Why Should I Hire an Estate Planning Lawyer?
1
First, An estate planning lawyer can help you create a comprehensive estate plan that reflects your unique goals and wishes. This can include drafting a will, creating trusts, and establishing powers of attorney to ensure that your assets are distributed according to your wishes, and that your affairs are handled in the event of incapacity.
2
Second, An estate planning lawyer can help you navigate complex legal issues that may arise during the planning process. They can advise you on tax implications and strategies to minimize taxes, as well as help you navigate any legal complexities that may arise.
3
Third, An estate planning lawyer can provide ongoing support and guidance as your circumstances change over time. They can help you update your estate plan as necessary, and provide guidance on how to handle changes in your financial situation, family dynamics, or other factors that may affect your estate plan.
An estate planning lawyer can provide you with the peace of mind that comes from knowing that your affairs are in order and that your wishes will be carried out according to your desires. If you’re considering creating an estate plan, it’s important to work with an experienced and knowledgeable estate planning lawyer who can help guide you through the process and provide you with the support you need.
Why Should I Hire You to
Help with My Estate Plan?
At Central Coast Estate Planning, we are dedicated to helping you plan for the future and protect your assets.
Here are a few reasons why you should consider hiring us for your estate planning needs:
1
Expertise and Experience: We have the expertise and experience necessary to guide you through the estate planning process. We are knowledgeable about the various legal tools and strategies available to help you achieve your goals, such as wills, trusts, powers of attorney, and advanced healthcare directives, and business planning. With our guidance, you can rest assured that your estate plan will be tailored to your specific needs and goals, and your business will survive and thrive.
2
Personalized Service: We understand that every client is unique, with their own set of circumstances, family dynamics, and financial goals. That’s why we provide personalized service to every client. We take the time to get to know you and your family, and we work closely with you to craft an estate plan that is tailored to your specific needs and goals.
3
Peace of Mind: Estate planning can be a complex and emotional process, but with our help, you can achieve peace of mind knowing that you have taken the necessary steps to protect your assets and ensure that your loved ones are taken care of in the event of your incapacity or passing. With a comprehensive estate plan in place, you can rest assured that your wishes will be carried out and that your loved ones will be provided for.
4
Ongoing Support: Estate planning is not a one-time event – it’s an ongoing process that requires periodic review and updates. As your estate planning lawyer, we will be there for you every step of the way, providing ongoing support and guidance as your needs and goals change over time. We will be your lawyers for life.
Hiring us as your estate planning lawyer can give you the peace of mind of knowing that your assets and loved ones will be protected in the future, with a plan tailored to your specific needs and goals, and ongoing support as your life circumstances change over time.
Why Should I Hire You to
Help with My Estate Plan?
At Central Coast Estate Planning, we are dedicated to helping you plan for the future and protect your assets.
Here are a few reasons why you should consider hiring us for your estate planning needs:
1
Expertise and Experience: We have the expertise and experience necessary to guide you through the estate planning process. We are knowledgeable about the various legal tools and strategies available to help you achieve your goals, such as wills, trusts, powers of attorney, and advanced healthcare directives, and business planning. With our guidance, you can rest assured that your estate plan will be tailored to your specific needs and goals, and your business will survive and thrive.
2
Personalized Service: We understand that every client is unique, with their own set of circumstances, family dynamics, and financial goals. That’s why we provide personalized service to every client. We take the time to get to know you and your family, and we work closely with you to craft an estate plan that is tailored to your specific needs and goals.
3
Peace of Mind: Estate planning can be a complex and emotional process, but with our help, you can achieve peace of mind knowing that you have taken the necessary steps to protect your assets and ensure that your loved ones are taken care of in the event of your incapacity or passing. With a comprehensive estate plan in place, you can rest assured that your wishes will be carried out and that your loved ones will be provided for.
4
Ongoing Support: Estate planning is not a one-time event – it’s an ongoing process that requires periodic review and updates. As your estate planning lawyer, we will be there for you every step of the way, providing ongoing support and guidance as your needs and goals change over time. We will be your lawyers for life.
Hiring us as your estate planning lawyer can give you the peace of mind of knowing that your assets and loved ones will be protected in the future, with a plan tailored to your specific needs and goals, and ongoing support as your life circumstances change over time.
Why Should I Hire You to
Help with My Estate Plan?
At Central Coast Estate Planning, we are dedicated to helping you plan for the future and protect your assets.
Here are a few reasons why you should consider hiring us for your estate planning needs:
1
Expertise and Experience: We have the expertise and experience necessary to guide you through the estate planning process. We are knowledgeable about the various legal tools and strategies available to help you achieve your goals, such as wills, trusts, powers of attorney, and advanced healthcare directives, and business planning. With our guidance, you can rest assured that your estate plan will be tailored to your specific needs and goals, and your business will survive and thrive.
2
Personalized Service: We understand that every client is unique, with their own set of circumstances, family dynamics, and financial goals. That’s why we provide personalized service to every client. We take the time to get to know you and your family, and we work closely with you to craft an estate plan that is tailored to your specific needs and goals.
3
Peace of Mind: Estate planning can be a complex and emotional process, but with our help, you can achieve peace of mind knowing that you have taken the necessary steps to protect your assets and ensure that your loved ones are taken care of in the event of your incapacity or passing. With a comprehensive estate plan in place, you can rest assured that your wishes will be carried out and that your loved ones will be provided for.
4
Ongoing Support: Estate planning is not a one-time event – it’s an ongoing process that requires periodic review and updates. As your estate planning lawyer, we will be there for you every step of the way, providing ongoing support and guidance as your needs and goals change over time. We will be your lawyers for life.
Hiring us as your estate planning lawyer can give you the peace of mind of knowing that your assets and loved ones will be protected in the future, with a plan tailored to your specific needs and goals, and ongoing support as your life circumstances change over time.
What Do I Do If I Just Lost a Loved One?
Losing a loved one is never easy. Unfortunately, without moving quickly, costs can pile up, and rights can be lost. While administering a loved one’s estate might be the last thing you want to do, you shouldn’t wait on it.
First, arrange for care for minor children, dependents, and pets. Next, find estate planning documents and identify the executor. If they had “Docubank” or something similar, this might be an easy task. Next, get a death certificate and compile personal information.
Next, pay bills, collect mail, and secure the estate’s assets. Finally, notify the appropriate parties, like the deceased’s employer, Social Security, the VA, credit card companies, and all major credit reporting agencies. Unfortunately, there is much more to it. You are going to be dealing with loss, and forced to confront difficult decisions. But, this is a good start.
What Do I Do If I Just Lost a Loved One?
Losing a loved one is never easy. Unfortunately, without moving quickly, costs can pile up, and rights can be lost.
While administering a loved one’s estate might be the last thing you want to do, you shouldn’t wait on it. First, arrange for care for minor children, dependents, and pets. Next, find estate planning documents and identify the executor.
If they had “Docubank” or something similar, this might be an easy task. Next, get a death certificate and compile personal information. Next, pay bills, collect mail, and secure the estate’s assets. Finally, notify the appropriate parties, like the deceased’s employer, Social Security, the VA, credit card companies, and all major credit reporting agencies. Unfortunately, there is much more to it. You are going to be dealing with loss, and forced to confront difficult decisions. But, this is a good start.
What Do I Do If I Just Lost a Loved One?
Losing a loved one is never easy. Unfortunately, without moving quickly, costs can pile up, and rights can be lost.
While administering a loved one’s estate might be the last thing you want to do, you shouldn’t wait on it. First, arrange for care for minor children, dependents, and pets. Next, find estate planning documents and identify the executor.
If they had “Docubank” or something similar, this might be an easy task. Next, get a death certificate and compile personal information. Next, pay bills, collect mail, and secure the estate’s assets. Finally, notify the appropriate parties, like the deceased’s employer, Social Security, the VA, credit card companies, and all major credit reporting agencies. Unfortunately, there is much more to it. You are going to be dealing with loss, and forced to confront difficult decisions. But, this is a good start.
Why Should I Hire a Probate or Trust Administration Lawyer?
First, the probate and trust administration processes can be complex and time-consuming. A lawyer with experience in probate and trust administration can guide you through the legal requirements and procedures, helping to ensure that everything is done correctly and efficiently. A lawyer can also make life easier, allowing you to focus on grieving the loss of your loved one.
Second, a lawyer can help you to navigate any potential legal issues or conflicts that may arise during the administration process. This can include resolving disputes among beneficiaries, addressing creditor claims, and dealing with any tax issues that may arise.
Third, a lawyer can provide you with peace of mind knowing that your loved one’s estate or trust is being handled in accordance with the law and in the best interests of all involved parties. This can be especially important if you are named as the executor or trustee, as you have a legal obligation to act in the best interests of the estate or trust beneficiaries.
Finally, hiring a lawyer can help to reduce your own personal liability in the event that something goes wrong during the administration process. A lawyer can help you to understand your legal obligations and responsibilities, and can advise you on how to avoid any potential legal issues or disputes.
Why Should I Hire You to Help with Estate Administration?
Bottom line, hiring us can save you time, money, and stress during what is often a difficult time. With our knowledge, experience, and guidance, we can help you navigate the administration process and ensure that your loved one’s estate is settled smoothly and fairly.
What Is Hiring You Going to Cost Me?
If you’re contacting us about a probate, that’s set by statute based on the value of the gross estate.
Currently fees are set as 4% of the first $100,000, 3% of the next $100,000, 2% of the next $800,000, 1% of the next $9,000,000, 0.5% of the next $15,000,000, and the Court will have to determine anything above $25,000,000.
If you’re contacting us about estate, or business planning, we will take it on a flat fee basis, if possible. The flat fee depends on facts and circumstances and can range from $350 for a strategy session, to $10,000 for a super complex estate plan. Most of our estate planning and business advisory work falls in the $2,000-$5,000 range. So, it’s a heck of a lot cheaper than defending a lawsuit or ending up in probate.
It depends.
We offer a free consultation. So, you should start there.
But, if you’re contacting us about litigation, we will take it on a contingency fee basis, if possible. That means we don’t recover unless our clients recover. We typically get paid 25%-40% of the gross recovery.
If you’re contacting us about trust administration, we bill by the hour at an hourly rate of between $150-700, depending on a few different factors that we can talk about.
Why Should I Hire a Probate or Trust Administration Lawyer?
First, the probate and trust administration processes can be complex and time-consuming. A lawyer with experience in probate and trust administration can guide you through the legal requirements and procedures, helping to ensure that everything is done correctly and efficiently. A lawyer can also make life easier, allowing you to focus on grieving the loss of your loved one.
Second, a lawyer can help you to navigate any potential legal issues or conflicts that may arise during the administration process. This can include resolving disputes among beneficiaries, addressing creditor claims, and dealing with any tax issues that may arise.
Third, a lawyer can provide you with peace of mind knowing that your loved one’s estate or trust is being handled in accordance with the law and in the best interests of all involved parties. This can be especially important if you are named as the executor or trustee, as you have a legal obligation to act in the best interests of the estate or trust beneficiaries.
Finally, hiring a lawyer can help to reduce your own personal liability in the event that something goes wrong during the administration process. A lawyer can help you to understand your legal obligations and responsibilities, and can advise you on how to avoid any potential legal issues or disputes.
Why Should I Hire You to Help with Estate Administration?
Bottom line, hiring us can save you time, money, and stress during what is often a difficult time. With our knowledge, experience, and guidance, we can help you navigate the administration process and ensure that your loved one’s estate is settled smoothly and fairly.
What Is Hiring You Going to Cost Me?
If you’re contacting us about a probate, that’s set by statute based on the value of the gross estate.
Currently fees are set as 4% of the first $100,000, 3% of the next $100,000, 2% of the next $800,000, 1% of the next $9,000,000, 0.5% of the next $15,000,000, and the Court will have to determine anything above $25,000,000.
If you’re contacting us about estate, or business planning, we will take it on a flat fee basis, if possible. The flat fee depends on facts and circumstances and can range from $350 for a strategy session, to $10,000 for a super complex estate plan. Most of our estate planning and business advisory work falls in the $2,000-$5,000 range. So, it’s a heck of a lot cheaper than defending a lawsuit or ending up in probate.
It depends.
We offer a free consultation. So, you should start there.
But, if you’re contacting us about litigation, we will take it on a contingency fee basis, if possible. That means we don’t recover unless our clients recover. We typically get paid 25%-40% of the gross recovery.
If you’re contacting us about trust administration, we bill by the hour at an hourly rate of between $150-700, depending on a few different factors that we can talk about.
Why Should I Hire a Probate or Trust Administration Lawyer?
First, the probate and trust administration processes can be complex and time-consuming. A lawyer with experience in probate and trust administration can guide you through the legal requirements and procedures, helping to ensure that everything is done correctly and efficiently. A lawyer can also make life easier, allowing you to focus on grieving the loss of your loved one.
Second, a lawyer can help you to navigate any potential legal issues or conflicts that may arise during the administration process. This can include resolving disputes among beneficiaries, addressing creditor claims, and dealing with any tax issues that may arise.
Third, a lawyer can provide you with peace of mind knowing that your loved one’s estate or trust is being handled in accordance with the law and in the best interests of all involved parties. This can be especially important if you are named as the executor or trustee, as you have a legal obligation to act in the best interests of the estate or trust beneficiaries.
Finally, hiring a lawyer can help to reduce your own personal liability in the event that something goes wrong during the administration process. A lawyer can help you to understand your legal obligations and responsibilities, and can advise you on how to avoid any potential legal issues or disputes.
Why Should I Hire You to Help with Estate Administration?
Bottom line, hiring us can save you time, money, and stress during what is often a difficult time. With our knowledge, experience, and guidance, we can help you navigate the administration process and ensure that your loved one’s estate is settled smoothly and fairly.
What Is Hiring You Going to Cost Me?
It depends.
We offer a free consultation. So, you should start there.
But, if you’re contacting us about litigation, we will take it on a contingency fee basis, if possible. That means we don’t recover unless our clients recover. We typically get paid 25%-40% of the gross recovery.
If you’re contacting us about trust administration, we bill by the hour at an hourly rate of between $150-700, depending on a few different factors that we can talk about.
If you’re contacting us about a probate, that’s set by statute based on the value of the gross estate.
Currently fees are set as 4% of the first $100,000, 3% of the next $100,000, 2% of the next $800,000, 1% of the next $9,000,000, 0.5% of the next $15,000,000, and the Court will have to determine anything above $25,000,000.
If you’re contacting us about estate, or business planning, we will take it on a flat fee basis, if possible. The flat fee depends on facts and circumstances and can range from $350 for a strategy session, to $10,000 for a super complex estate plan. Most of our estate planning and business advisory work falls in the $2,000-$5,000 range. So, it’s a heck of a lot cheaper than defending a lawsuit or ending up in probate.
Will You Read the Will Like They Do On TV?
No. That’s not a thing. We encourage our clients to share their plans with everyone who might be affected by their plan as soon as possible. That way there won’t be any dramatic announcements, and there won’t be people fainting at the discovery of a long-lost son, who is set to inherit the family business.
It makes for good TV, but you don’t want that.
Will You Read the Will Like They Do On TV?
No. That’s not a thing. We encourage our clients to share their plans with everyone who might be affected by their plan as soon as possible. That way there won’t be any dramatic announcements, and there won’t be people fainting at the discovery of a long-lost son, who is set to inherit the family business.
It makes for good TV, but you don’t want that.
What Do I Do Now?
Schedule a free consultation.
We offer a 30-minute, completely free, completely confidential consultation.
We’ll ask you some questions. We’ll provide you some information. We’ll talk to you about the law. We’ll tell you how we’d typically handle issues like yours. We’ll quote a fee if we can. We’ll all decide if it makes sense to work together. If it does, we’ll schedule a low-risk strategy session. We’ll come to your home, or office, or we’ll meet you in our conference room if you really want to. We want you to be comfortable. We’ll figure out what you want. We’ll tell you how we plan on doing it, and then, if we haven’t already, we’ll quote you a fee and send you a legal services agreement. If you hire us for a larger project after the first strategy session, we’ll waive the fee for the strategy session. If you want another strategy session, we will schedule another strategy session.
We’re here to help you
BUILD * PROTECT * ENDURE
What Do I Do Now?
Schedule a free consultation.
We offer a 30-minute, completely free, completely confidential consultation.
We’ll ask you some questions. We’ll provide you some information. We’ll talk to you about the law. We’ll tell you how we’d typically handle issues like yours. We’ll quote a fee if we can. We’ll all decide if it makes sense to work together. If it does, we’ll schedule a low-risk strategy session. We’ll come to your home, or office, or we’ll meet you in our conference room if you really want to. We want you to be comfortable. We’ll figure out what you want. We’ll tell you how we plan on doing it, and then, if we haven’t already, we’ll quote you a fee and send you a legal services agreement. If you hire us for a larger project after the first strategy session, we’ll waive the fee for the strategy session. If you want another strategy session, we will schedule another strategy session.
We’re here to help you
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