Patient, Experienced Guides to an Effective Estate Plan
Our estate planning attorneys carefully and patiently guide you through the planning process, resulting in an effective plan that reflects your unique situation and objectives, minimizes your tax liability, and honors your wishes concerning the ultimate control and ownership of your assets.
Every family, every situation, and the goals of every person are unique. No generic, "cookie cutter" approach to estate planning can truly respect your unique qualities and circumstances, and we approach every estate planning engagement with a determination to prepare a plan that is a true reflection of the person or family we are assisting.
You will appreciate our experience, skill and, perhaps most of all, our ability to help you recognize your options and articulate your true wishes with respect to how your estate will be handled and your assets distributed after you are finished with them. You can look to Ann Schrooten or Denis Fitzgibbons to recommend the right mix of estate planning tools for your situation, including:
- Will
- Revocable living trust
- Irrevocable trust
- Special needs trusts
- Medical and durable powers of attorney
- Advance directives and medical directives
- Living will
Value-Based Fees
You can achieve an effective estate plan for a much lower cost than you might expect:
| Estate Planning Fee Schedule | Single | Married/Joint |
|---|---|---|
| Last Will and Testament plus Financial and Health Care Powers of Attorney (POAs) | $950* | $1,325* |
| Trust plus Last Will and Testament plus Financial and Health Care POAs*** | $1,700* | $2,075* |
| Beneficiary Deed | $390** | $390** |
| Beneficiary Deed if included with other estate planning documents | $180* |
* Does not include recording fees, if any, charged by the County Recorder; recording of POAs is optional
** Includes recording fee
*** Additional trust-related services, if any, are billed at the normal hourly rates for the attorney or paralegal providing such services.
Ann Schrooten on Wills, Trusts and More
