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Estate Planning Process

Many clients want to know the process and what they can expect down the line. Below is some information that lists the stages of estate planning you can expect:

Initial consultation

I will first meet with you for an initial consultation (1-2 hours) to discuss your situation.

  • We will go over the Confidential Data Form.
  • I will answer questions about you family's needs.
  • We will develop a plan that meets these needs.
  • I will provide information to you so you can make choices.
  • I quote you a flat fee for the services to be provided.

Second appointment

  • I will go over all trust documents with you (1-2 hours)
  • You will review and sign all finalized documents, including documents to transfer real property to the trust.
  • You will receive detailed instructions on transferring other properties and a follow-up phone appointment is made for 30 to 45 days to insure all property is properly transferred to the trust.

Documents received

You will receive an estate planning portfolio containing the following documents:

  • A table of contents
  • Family information sheet (including people to notify, sample letters to survivors and anything else the client would like to include)
  • Living trust
  • Pour-over Will
  • Asset list
  • General transfer document
  • General assignment of assets
  • Durable power of attorney for health care
  • Durable power of attorney for asset management
  • Copy of the retainer agreement and dual representation form


I do not quote flat fees prior to interviewing client and determining what type of estate planning is needed. Generally, fees are $1,500 to $2,500 for a living trust. The fee includes all ancillary documents, notary fees, copy costs, etc. Charitable Remainder Trusts, Irrevocable Trusts, Life Insurance Trusts, and other advanced planning services are quoted separately.

Fees are based on the size of the estate, complexity of provisions regarding transfers to children (for example, children from second marriages, unequal distributions between children, distributions directly to grandchildren, and heirs and children with special needs).

Flat fee includes the transfer of real property to the trust and detailed assistance in transferring other property.

Annual review

You will receive a reminder letter on a yearly basis to review their trust and to contact us with any changes that need to be made. We do not charge for inquiries regarding trust changes. Clients are encouraged to call if they have questions or if there is a change in their circumstances so that they can be assured their estate plan is up to date.

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