Additional Services
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Probate – flat fee
If your loved one’s estate needs to go through probate, we can help you with this process. We charge on an hourly or flat fee basis, depending on the type of probate. Please click here to learn about the steps in the probate process. Trustee & Executor Duties Consultation – hourly If you have been appointed the Trustee of a Trust or designated the Executor of an Estate, it’s important to understand your duties, and what the Will or Trust require of you. At this consultation we’ll discuss your duties and responsibilities, and we’ll answer any questions you have. We’ll also review the terms of the Trust or Will and advise you on its terms. Existing Estate Plan Review – hourly If you want to understand your current estate plan and whether it meets your needs, we can review your existing plan and offer you my advice on whether the plan is the best fit for you Amendments or Restatement of Estate Plan – hourly* Estate plans need to be updated from time to time. You may want to change your designated guardians, add a new baby to the estate plan, account for an inheritance, add a vacation home, or address any other life changes. Click here to read our recent blog post about the unintended consequences of trying to revise your estate plan on your own. *If your estate plan was prepared by our office, we charge by the hour to amend or restate your estate plan to address any changes you want to make. If your estate plan was prepared by someone else, we’ll talk about the best way to address the changes you want to make. Ready to Get Started on Your Estate Plan? |