Other than the initial consultation fee, we usually do not require retainers to be paid at the beginning of our representation. One common exception: in guardianship, conservatorship and probate administration cases where we reasonably anticipate an objection or a barrier to a quick resolution, we may require a retainer.
In a few cases (usually involving will and trust contests) we may be willing to discuss setting our fee as a percentage of the recovery for our clients. In such cases we will not ordinarily charge fees during the pendency of the case, and we will collect a fee only if our client receives an
When we act as a fiduciary (either trustee, guardian/conservator or personal representative) we may in some cases charge a percentage fee. In that case, our fee will usually be a percentage of the value of the trust or estate that we manage. Such a fee arrangement may be as a minimum fee; that is, we
Not always. For most estate planning cases (wills, powers of attorney, revocable living trusts, special needs trusts, and deeds) and certain consultations, we charge a flat fee. This is easier when the work has a predictable start and ending point, and we can estimate the amount of time it will take us to complete the
We usually charge at an hourly rate for Medicaid applications and re-determinations, probate and trust administration and for adult guardianship matters. This is because the nature of the work and the amount of time required will vary from client to client, and because it can be difficult to predict these variables in advance. We often
At the first meeting, after we have considered your needs and the nature of the work involved, we will give you an estimate of the time involved, the work included and the fee we will charge. We will give you a written fee agreement that you can rely on.