The total costs associated with hiring our firm on estate administration and trust administration matters will depend upon the complexity of the situation and the degree to which others, including the Key Individual and other professionals, are involved and assisting on the administration matters. Whenever our firm represents a Key Individual on behalf of a family following the death of a loved one, we invoice our Key Individuals at our customary hourly rates. During an initial meeting with the Key Individuals, we gather enough information to collectively agree upon the steps necessary to accomplish the plan as well as the division of labor between one or more other professionals (e.g., a financial advisor), the Key Individual, and our firm.
Subsequent to an initial meeting with an attorney from our office, the Key Individual will be provided a retainer agreement summarizing the out-of-pocket expenses, together with the hourly rates for the attorney and paralegal that would be assisting the Key Individual. The Key Individual is provided a total fee estimate based upon everyone’s shared expectations of our firm’s involvement. The Key Individual is then provided invoices on a regular basis. If probate proceedings are necessary, our firm will provide the Key Individual with expected out-of-pocket filing and court costs.