Becoming a Client

Estate Planning

Despite what you may have heard, Estate Planning isn’t about documents, it’s about people. Each client, and his or her beneficiaries, have unique and special goals and circumstances. Your Estate Plan should address these goals and circumstances.… Read More

Attorney’s Fees for Estate Planning

How much does it cost? That depends upon what “it” actually is. There are as many different kinds of estate plans as there are clients who have specific goals in mind for their respective beneficiaries. As indicated in “Becoming An Estate Plann… Read More

Our Estate Planning Questionnaires

If you have any questions about our Estate Planning Process, please call us. We have two different types of Estate Planning Questionnaires (“EPQs”): Fillable EPQs; and Traditional EPQs Both types of EPQ ask you to supply identical information. Ho… Read More

Trust Administration

A relative or friend becomes incapacitated, or dies, and you are named in his or her Living Trust to act as successor Trustee. In our view, being named to act as a successor Trustee at such a troubling time is both an HONOR and a JOB. It is a matter… Read More

Attorney’s Fees for Trust Administration

If you accept your nomination to act as successor Trustee under a Living Trust established by a Trustmaker who has become incapacitated, then we will charge our attorney’s fees on an hourly basis, as that is, in our opinion, the only effective meth… Read More

If the relative or friend is incapacitated:

If the relative or friend is incapacitated, matters a successor Trustee may need to attend to include: Reviewing the applicable Trust Agreement, and all amendments, to see if the test for determining whether the relative or friend is incapacitated ha… Read More

If the relative or friend has died:

If the relative or friend has died, matters a successor Trustee may need to attend to include: Reviewing the applicable Trust Agreement, and all amendments, to determine what your responsibilities are, and what discretion you may have, as successor T… Read More

Probate Administration

A relative or friend passes away, and you are named in his or her Will to act as Executor. In our view, being named to act as Executor at such a troubling time is an HONOR, a JOB, and a matter to be taken seriously. The first thing to realize is that… Read More

Attorney’s Fees for Probate Administration

If you accept your nomination to act as Executor or Administrator of a deceased person’s probate Estate, then we will normally recommend charging attorney’s fees using our Unit Billing System, which is described below. Background Historically, th… Read More

Important Matters For Executors

Here is a list of just some of the important matters that an Executor may need to attend to: Read More