$2500 estate $2M+

$1750 estate $1-2M

$1250 estate under $1M

*Note: as needed you may set up whatever zero interest payment plan works for you.

Please do not let cost deter you.

$3500 estate $3M+

$3000 estate $2-3M

$2500 estate under $1-2M

$1750 estate under $1M

*Note: as needed you may set up whatever zero interest payment plan works for you.

Please do not let cost deter you.

Flat fee, not per child.

For Individual Estates:

$750 estate $2M+

$500 estate $1-2M

$250 estate under $1M

For Married Estates:

$750 estate $3M+

$500 estate $2-3M

$350 estate under $1-2M

$250 estate under $1M

Candidly, if you’re here seeking a revision to an existing Trust you’re probably better off starting fresh.

But not always!

So here is my offer:

I review existing Trusts for $500 to ensure they still capture your original goals in light of changes in law and best practice.

A further hourly rate of $250/hr applies for any revisions (an estimated scope of work will be given prior to undertaking).

If, at any point following the review, it seems likely that the cost to amend will exceed a new Trust, you may opt to apply the initial $500 fee toward a new flat fee Trust.