Estate planning can be intimidating and complicated. Nick understands clients like to understand how things work and how much things cost as early as possible. Nick's approach is to simplify things and provide high-level clarity and guidance regarding process, fees and services from beginning to end.
Nick's process is simple and straightforward:
We conduct an initial conversation/consultation to get acquainted and discuss your questions, needs and goals
Nick makes a recommendation and gives a flat fee quote during the initial consultation
An engagement agreement is signed and short survey completed by client
Follow up conversation is conducted to discuss details of plan
Asset information provided (for funding matters)
Documents prepared and reviewed with client
Funding actions performed and completed
Time frame: 6 to 8 weeks from beginning to end.
When evaluating fees for estate planning services, one must consider various factors:
Cost of doing nothing, which may involve going through complicated and costly court proceedings (probate system and process)
Impersonal, online, do-it-yourself options
Fees charged by other estate planning attorneys and firms
Nick's fees are reasonable, flexible and transparent. All services are flat-fee based, including probate and guardianship services, which other firms typically charge and bill on an hourly basis.
You will be provided with a quote for a one-time flat fee during your initial consultation. While up front payment is appreciated and preferred, payments may be broken up if that works better for you.
Nick provides the exact level of service and attention required. He personally handles all aspects of the client experience. If you want to keep it simple, he can do that. If you require extra assistance, guidance and attention, he is happy to accommodate.
While an in-office meeting or signing may be arranged, Nick is happy to make house calls and meet with clients in their home, at times that are most convenient for them.
As for communication, you can reach Nick directly, and he makes every effort to respond to phone calls and emails the same day, within the hour if possible.
Once you have signed your legal documents, Nick offers a complimentary annual review, to discuss and capture any life or legal changes and update documents accordingly.