Fees

Our fees are based on a number of factors including the expertise of the professionals in our firm, the time that it takes to perform the services, and the documents which are produced. A fee schedule for estate planning is available upon request. Services related to trust and estate administration, tax and retirement planning are billed on an hourly basis and reflected on itemized statements. We can give you an estimate of fees after the scope of services has been identified. Although we are happy to meet prospective clients, we charge for our initial consultation since valuable information and advice is often shared.