The kindest and most important gift to the ones you leave behind is a straight-forward and simplified transition of your estate. The core plan includes a will and/or revocable trust, powers of attorney, health care directives, living wills, assignments to your trust, funding instructions and memoranda for specific gifts of personal items. For those with more complex tax or business planning needs, other layers of irrevocable trusts or other mechanisms will be evaluated.
Schedule a 15 min ConsultationRoni's process is to start with a deep-dive into the Who, What and Who: who are the people or charitable/community organizations that are important to you; what type and what is the value of financial assets you own (and how are they titled); and who would you choose to serve certain roles in your financial and medical/incapacity decision-making.
Flat fees are generally not appropriate for tailored estate planning; we work on an hourly-fee basis. Based on your most likely structure of plan, we will provide a preliminary range of fees to complete the work. For example, for most married couples the range is between $3,800 - $6,500; for a single core plan with children expect $2,800-$5,300. Large estates (>$20M), blended families, business ownership, and supplemental needs trust add complexity to the core plan. In each situation, we ask for an initial retainer at the bottom of the quoted range, then invoice you for the balance due.
Once we receive your completed questionnaire, you'll meet with the attorney for a Design Meeting in person or by Zoom video conference. This firm focuses on getting the design right, first and foremost, and to ensure that you feel fully engaged and understand the purpose of the design. So you'll receive a diagram showing the flow of your estate plan and the notes taken during our Design Meeting. Only after you are satisfied with that diagram do we begin drafting documents.
You'll receive draft documents; then two weeks later we will hold a Review Meeting for purposes of translating, explaining certain mechanisms, answer questions and make any tweaks. Once those drafts are final, we will schedule a meeting to sign your documents with witnesses and Roni as notary, or we will connect you with a mobile notary service (extra notary and witness fees apply).
We will prepare instructions on either re-titling accounts to your trust or ensuring beneficiary designations align with your overall core plan; and will provide assistance completing the funding steps to ensure the revocable trust works as designed.