FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
1) Trust-Based Plan: The pricing for a trust-based plan can range from $2,000 to $3,000. This is an all-inclusive price and would cover the creation of a trust document and all related paperwork and processes needed to establish it. 2) Will-Based Plan: The cost for a will-based plan is between $1,000 and $1,500. This pricing encompasses drafting a will that outlines how your estate should be handled after your passing. This price may also include related documents such as power of attorney and healthcare directive, depending on your attorney's practice. 3) Stand Alone Will: A stand alone will is priced at $750. This is for a will only, and does not include additional documents or services like power of attorney or healthcare directive. 4) Stand Alone Power of Attorney: A stand alone power of attorney document is priced at $250. This document allows you to appoint a person or entity to manage your affairs if you become unable to do so.
- What is your typical process for working with a new customer?
Looking for a Trusts and Estates attorney who simplifies the process while delivering customized, top-notch service? Your search ends here! STEP 1 - Free Initial Phone Consultation: Start with a conversation, on us! This initial consultation allows you to share your needs and concerns, and for us to explain how we can assist you. This no-strings-attached conversation is absolutely free. STEP 2 - Engagement Agreement & Questionnaire: Ready to move forward? We'll send you an Engagement Agreement outlining our services, along with an in-depth questionnaire. This will enable us to understand your situation better and ensure the estate plan we craft fits you like a glove. We require at least a 50% payment at this stage to commence our expert services. STEP 3 - Virtual or In-Person Design Meeting: Up next, a Design Meeting, held virtually or in our office, based on your comfort. Here, we'll deep dive into your unique circumstances, crystallize your goals, and sketch an estate plan tailored just for you. STEP 4 - Signing Ceremony: Once the final drafts have been perfected, it's time to formalize. We'll facilitate a signing ceremony, carefully overseeing the correct execution of your documents. STEP 5 - Follow-Up and Continuous Support: Our commitment to you extends beyond the signing. We're here for follow-ups and ongoing support. We'll provide you with clear instructions for the safekeeping of your documents and walk you through any future steps required, such as funding a trust.
- What education and/or training do you have that relates to your work?
Introducing Sarah Simani, PA, an accomplished Trusts and Estates attorney, fuelled by a passion for safeguarding clients' legacies in both Florida and New York. Since graduating from the prestigious University of Miami School of Law in 2013, Sarah has embarked on a mission to deliver exceptional legal services, skillfully navigating the intricacies of trusts and estates law with ease and precision. Sarah's in-depth understanding of the legal landscapes in both Florida and New York provides unique value to clients with interests across these jurisdictions. In her near-decade long career, she has earned a reputation for excellence, built upon her strong legal acumen and empathetic approach to client relationships. Each estate plan she crafts is tailored to the client's unique circumstances, striking a balance between their immediate needs and long-term security. Embodying an exciting blend of sharp legal expertise and compassionate client advocacy, Sarah continues to serve as a trusted advisor for her clients. Her innovative strategies in trusts and estates law have proven instrumental in securing peace of mind for countless families. Engage with Sarah Simani, PA, to experience the difference of working with an attorney who is as invested in your future as you are. Secure your legacy with Sarah today!