Fees:

• No-Cost Initial Consultation Meeting, if you decide not to go ahead with our services, we will not send you a bill for your initial consultation.
• If you decide to use our services, the majority of our services are billed on a flat-fee basis which is quoted before any work begins. For any services that can not be billed on a flat-fee basis, we would inform you of the rate prior to beginning work.

Timing:

• Most estate plans can be completed in four weeks or less.

Documents to bring to the estate plan meetings:

• General list of your assets and liabilities (personal financial statement)
• Death benefit and cash value amounts for any life insurance policies
• Real estate deeds
• Prior estate planning documents
• Prenuptial agreements
• Divorce settlement agreements
• Buy-sell agreements