What prices and types of Estate Planning does your office offer?
Our offices offer the entire comprehensive suite of Estate Planning services, though each client differs in what services they need. The most common complaint I have received from clients is that Estate Planning services were priced out of their reach and/or that setting up an Estate Plan was 'dreadful' 'confusing' and 'complicated' and that contemplation of their own mortality was just too much to think about. While contemplation of the mortal coil is a cross we all must bear at some point, I can at least assist with the former. Please see the table below for my flat fee pricing on Estate Planning. Just like my Trusts, there are no 'hidden' fees. The total amount you are going to pay will be spelled out in the Fee Agreement Letter (FAL) that I send prior to your payment and my offices beginning work. Please see the asterisks (*) at the bottom of the page for some qualifications for these prices. Also, these prices are subject to change without notice after the dates listed in the asterisk.
Simple Will (includes Guardianship forms)*
Simple Will for Husband and Wife (includes Guardianship forms)*
Simple Wills for Husband and Wife including Power of Attorney for Healthcare and Power of Attorney for Finances (includes Guardianship forms)*
Revocable (Living) Trust for Single Person or Husband & Wife, includes Power of Attorney for Healthcare and Power of Attorney for Finances (includes Guardianship forms)*
*Prices effective July 1, 2017 through October 31, 2017. Current Active Duty Military or retired Military with proof of honorable discharge (DD-214) are eligible for additional discounts to the above pricing. A thirty (30) minute consultation is provided at no cost either via email, phone call or in-person appointment or a combination thereof at the sole discretion of the attorney. No attorney-client relationship, whether express or implied exists for Estate Planning purposes without a signed Fee Agreement Letter (FAL) between attorney and client. Depending on the scope of work to be performed, these prices may not be accurate for the Estate Planning services requested. In the event that additional fees are required, client will be informed prior to any work being performed as expressly written in the Fee Agreement Letter (FAL). In the event of a conflict of terms, the FAL signed by the client will always supercede any terms located in this paragraph or elsewhere on this site. This paragraph does not and cannot create a contract between attorney and client, that is what the FAL is for.
Frequently Asked Questions
Why are your prices lower than most others I have been quoted?
The pricing listed above is a temporary reduction of pricing in my services to attempt to allow those who were otherwise hesitant to perform any Estate Planning an opportunity to have an estate plan set up by my offices at a more affordable price. I am hopeful that the above pricing model works well enough that I can offer it to more potential clients in the future but for now I have limited it to prior clients, first responders and active duty and prior military.
Is this a different Estate Plan than you normally do?
No. While there are different types of documents that can be produced and, of course, the more complexity those documents require the more time I spend and the more it costs, many, if not the majority, of my clients are able to be fully assisted and covered by either a simple will with accompanying documents or a Revocable (Living) Trust. To assist and facilitate better transparency between my office and the public I have created 'flat fee' services like those listed above. Most requests are going to be at those prices, though some will not. If you do not, you are informed prior to any payment and prior to the start of any work.
What is a Guardianship form?
Guardianship form(s) designate who will take care of your children if you suddenly pass. These documents are very important to determine who will get custody and take care of your children. I do not charge a separate fee for these documents as any estate plan involving minor children is incomplete without them.
How does a Gun Trust assist with an Estate Plan?
As part of your Gun Trust, specific beneficiaries are set up to receive the weapons upon your death and successor Trustees are named to ensure that the beneficiaries receive the weapons. This is explained in greater detail when executing and operating the Trust. Many gun owners don't just own a few guns, they own a collection. These collections grow over the years to be worth many thousands of dollars. While a gun trust is an excellent supplement, it does not negate the need for a comprehensive estate plan giving specific instructions to the heirs of the estate who gets what items and what property. Nothing is more tragic than finding out a close friend's entire collection was sold for less than its value or worse, destroyed, because inadequate instructions were left to the family. This is especially important when dealing with NFA firearms as most family members and many lawyers have no idea how or who can handle them or how to pass them down. I have personally heard of estates destroying collections due to inadequate Estate Planning where an anti-gun family member inherits and subsequently destroys the weapons. This can be an enormous loss to the estate and family of valuable collector's pieces as well as family history.
How often do I need to update my Estate Plan?
There is no bright line rule on how often to update. A good rule of thumb is that anytime you have a major life change, be it the birth or death of a family member or a significant change in their condition is a good time to update. Additionally, checking to see if everything is how you want it every five years suits most people even if things have not seemed to have changed. Many of my clients have written Estate Plans when their children were very young and now need to update them as the children have become or will soon become adults. Changes in marriages, beneficiaries and people who are in your life are also excellent and very important times to review your documents. Having incorrect documents can mean giving money to an ex-spouse, estranged child, or other undesired consequences.
Can you review my existing Estate Planning documents?
Yes. As part of setting up a new Estate Plan, your existing documents will be reviewed during our 30 min free consultation. However, until a Fee Agreement Letter (FAL) is signed, I do not offer legal advice concerning those documents.
I am scheduled for deployment and want a private attorney to write my will?
I give special pricing at a significant discount in this scenario. Please call my office to discuss.
I am not a former client and do not fit into one of the categories listed above?
Currently the prices listed above are only for my prior clients, first responders and active and retired military. However, I do offer Estate Planning services to all of Pennsylvania and would be happy to speak with you regarding your individual needs. Please call my office for up-to-date pricing on your individual estate planning needs.