As you might imagine, we get that question all the time. It is a difficult question to answer because fees are determined by the type of plan we put together, and that is determined by your goals, objectives and asset mix. The planning fees can range from almost $500 to over $5,000. The fees for Our Planning Packages are all set on a fixed-fee basis, depending on the type of planning that is needed. We charge our fees based on what your plan is designed to accomplish, and when you’ve decided what kind of plan you need, you’ll know exactly what the fee will be.

The only thing that we can tell you for certain before we meet is that we do not charge a fee for your Discovery Meeting. In that initial consultation, we discuss your goals and objectives and take a look at your current financial situation, and based on that discussion, we will be able to recommend the best plan for you from our different planning options. You can then decide what kind of plan you want and be in control of the fees you pay.

When you call and schedule an appointment with us, we send out a packet of information, including a detailed description of our estate planning packages and the fees for each package. We also include information about the issues that need to be considered in making an estate plan. Our goal is to empower you so you can make informed decisions about your planning, so we give you everything you need in order to do that.