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2021EstatePlanningFeeScheduleBillingPolicies


1/2VerstegenFobeAttorneysAtLaw202452-1600VERSTEGENFOBE2021FEESCHEDULEESTATEPLANNINGPACKAGESWILLPACKAGEFORSINGLEINDIVIDUAL1500EstatePlanSummaryLastWillandTestamentwithguardiannominationsforminorchildre

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Document on Subject : "2021EstatePlanningFeeScheduleBillingPolicies"— Transcript:

1 2021EstatePlanningFeeSchedule.BillingPol
2021EstatePlanningFeeSchedule.BillingPolicies 1/2 Verstegen&Fobe·AttorneysAtLaw·(202)452-1600 VERSTEGEN&FOBE 2021FEESCHEDULE ESTATEPLANNINGPACKAGES WILLPACKAGEFORSINGLEINDIVIDUAL$1,500 EstatePlanSummary,LastWillandTestament(withguardian nominationsforminorchildren),GeneralDurablePower ofAttorney(includingStatutoryFinancialPowerofAttorney), AdvanceMedicalDirectives(NominationofHealthCareAgents, LivingWill,Guardianshipavoidance,MedicalRecordsRelease). WILLPACKAGEFORCOUPLES$3,000 EstatePlanSummary,LastWillandTestament(withguardian nominationsforminorchildren),GeneralDurablePower ofAttorney(includingStatutoryFinancialPowerofAttorney), AdvanceMedicalDirectives(NominationofHealthCareAgents, LivingWill,Guardianshipavoidance,MedicalRecordsRelease). TRUSTPACKAGEFORSINGLEINDIVIDUAL$2,000 EstatePlanSummary,TrustAbstract/Certification, IndividualRevocableTrust,Pour-OverWill(withguardian nominationsforminorchildren),GeneralDurablePower ofAttorney(includingStatutoryFinancialPowerofAttorney), AdvanceMedicalDirectives(NominationofHealthCareAgents, LivingWill,Guardianshipavoidance,MedicalRecordsRelease), Assettransferforms/instructions(upto10) excluding deeds. JOINTTRUSTPACKAGEFORCOUPLES$3,500 EstatePlanSummary,TrustAbstract/Certification, JointRevocableFamilyTrust,TwoPour-OverWills(withguardian nominationsforminorchildren),TwoGeneralDurablePowers ofAttorney(includingStatutoryFinancialPowersofAttorney), TwosetsofAdvanceMedicalDirectives(NominationofHealth CareAgents,LivingWills,Guardianshipavoidance,MedicalRecords Release),Assettransferforms/instructions(upto15) excluding deeds. SEPARATETRUSTPACKAGEFORCOUPLES$4,000 EstatePlanSummary,TrustAbstract/Certification, TwoSeparateRevocableTrusts(withoptionalbypass,marital,QDOT Provisions),TwoPour-OverWill(withguardiannominationsforminor children),TwoGeneralDurablePowersofAttorney(includingStatutory FinancialPowersofAttorney),TwosetsofAdvanceMedicalDirectives (NominationofHealthCareAgents,LivingWill,Guardianshipavoidance, MedicalRecordsRelease),Assettransferforms/instructions(upto20) excluding deeds. 2021EstatePlanningFeeSchedule.BillingPolicies 2/2 Verstegen&Fobe·AttorneysAtLaw·(202)452-1600 MISCELLANEOUSFEESANDFIRMBILLINGPOLICIES (1) Non-refundableInitialConsultationFee(45minutes)$250 (2) Deedprepa

2 ration$300perdeed Deedrecordationfilingf
ration$300perdeed DeedrecordationfilingfeespaidtoCourt$32-$65 Deedretrieval$25perdeed Postsigningcommunications(minimum½hour)$350perhour Additionalreviewmeeting(upto1hour)$350 Storageretrievalfee$50 Storageretrievalfee+scanning/copying+mailing$100 Signingcancellationwithlessthan3daysnotice$350 Meetingcancellationwithin48hours$100 NewFlashDrivewithscanofsigneddocuments$100 ScanningonamendmentsonoldFlashDrive$50 Safekeepingofduplicateoriginals$20peryear Validcreditcardnumbermustbeonfileduringthecourseofrepresentation .Clientshavethechoiceof whichpaymentmethodtouse(CreditCard,Zelle,Paypal,checks,etc.).CreditCard paymentsaresubjectto 4%creditcardprocessingfeepaiddirectlytotheCreditCardProcessingCompany .Clientspayingby creditcardexpresslywaivetherighttousethecreditcard’schargebackprocessandexpresslyagreethat fundswillbedepositedinthefirm’soperatingaccount. Thefinalinstallmentisdueattheearlierof1)thesigning,2)whensigningdateiscancelled,or2)30days aftersendingfinaldrafts,whichevercomesfirst. Termination:attorneyandclientsmayterminateattorney-clientrelationshipinwriting.Clientswillbe chargedimmediatelyforallcompletedwork.Ifnodocumentsaresigned,thefullfeeincludingdeedfees willbepayableminus$350forthesigningmeetinganddeedrecordationcharges. Allfeesare non-refundable andrepresentpaymentsofservicesperformedortimespentandarepayableat theendofallmeetings. Advancepayment,includingpenalty,isrequiredtoreschedulemeetingsduetono-showsorlastminute cancellations. HourlyAttorneyRate: $350perhourappliestomeetingsexceedingonehour;requestsforexcessive revisionsandrequestsforresearchandlengthywrittenexplanations;clientcommunicationsafterthe signing;communicationswithaccountants,financialadvisers,familymembers.Clientswillbenotified whenhourlyfeesapply.HourlyfeesareinadditiontotheflatfeePackages. HourlyLawClerkRate :$150perhourforpostsigningrequests. HourlyParalegalRate :$100perhourforpostsigningrequests. RushPremium :Forrushrequests(completionofinitialconsultation,intakesession,reviewsessionand signinginlessthan30days)anadditionalRushPremiumof$500willbeaddedtotheflatfeePackages. (1) Feesandpoliciesaresubjecttochange. (2) Willbecreditedtowardsthedraftingofestateplanningdocumentsprovidedintakemeetingtakesplace within60days ofinitial consultation