FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The fee for estate planning packages can range from $300 to $10,000. It depends on the complexity of the situation, the family member dynamics, and the amount of structures that will need to go into the legal documents. Generally the average family documents will range somewhere between $300 to $2,000.
- What is your typical process for working with a new customer?
I like to speak with my clients on the phone first to get an initial feel for what is they want and if we would be the best fit for what it is they need. My phone consultations are always free. I then meet with clients in person to discuss in further detail about the process of what legal documents they are doing. I will go back and do the work, depending on the type of legal work is needed, and I like to check in with my clients about the status of their work. If it is an estate plan, I will usually email them a draft of their documents for review, then make any necessary changes after they have fully read it. We then sit down, read through the documents together and have them executed.
- What education and/or training do you have that relates to your work?
A few years before I went to law school I was a legal secretary for an attorney that did the exact type of law that I practice now. During law school I clerked for a trusts estates and family law firm, and worked with them for 5 years after becoming an attorney. I then left to work in house for a trust company for a few years before starting my own law firm. Every year I attend an intensive week-long education program for attorneys who practice in these fields to update myself on the current changes in the law and trends that are beneficial to client interests. I participate in the local bar community, as I find it is important to be aware of what cases and other attorneys are doing in their own practices.