What is this going to cost?
That is the first question on a lot of people’s minds when they start thinking about estate planning. It’s an important question and one that we want to address up front so that there are no surprises, and more importantly, to make sure our services are a good match for your needs.

Additionally, we find that most other law firms handle fees and pricing in a very opaque manner, and frequently clients are made to feel uncomfortable or are too intimidated to even bring up the topic in conversations. That is not the right way to start a relationship, one where we hope will continue to serve you as a trusted advisor for life.

Almost all of our plans are flat fee. By doing this, we are shifting the responsibility for understanding the scope of your estate planning needs onto us, the experts, and taking away that risk and uncertainty from you. Once we have discussed the scope of the planning, you can move forward without the anxiety that communicating with your attorney will increase the cost of your planning. It won’t. What it
will do is give you a better plan, so we encourage you to feel comfortable to be engaged throughout the entire process.

Our flat-rate plans range from $1,750 to $9,500, as determined by the type and complexity of the estate plan and by your personal needs and goals. We are proud that while our fees are not the lowest and not the highest around, the value and protection we deliver to our clients is unmatched. Most of our new clients come from referrals from existing clients. We have clients who are Nobel Prize winners, university professors, engineers, researchers, business owners, executives, artists, entertainers, and others who are successful in their own way. We have smart, successful clients who care about their family, their friends, their community, their careers, their legacy and where they fit in the world. And we are proud to serve them.

In the links below we will help guide you to define your goals, help you decide what type of plan you need, itemize what is in each type of plan, give you an overview of the process, and tell you what to bring to your first meeting.

WHAT TO BRING TO YOUR INITIAL CONSULTATION


Our firm philosophy is to provide a caring and holistic approach to estate and legacy planning. Our initial meeting is designed to provide you with an educational overview of how estate planning works and the types of documents we use and why we use them. You are asked to come to the meeting prepared by completing the Personal Information Form.

Our comprehensive and holistic approach means we have to know what is most important to you, what you are concerned with and what you own before we can formulate recommendations. We have found that our meetings are more productive when clients come prepared to the meeting.

In order for us to represent you, it is necessary for us to review other documents before we can make planning recommendations. Please bring with you to the initial interview the following documentation, in addition to the personal information form, so we can discuss these documents.

We will need to receive these in paper form or in pdf form when you become our client:

Copies of existing planning documents, including wills, trusts, powers of attorney, health care directives, etc.

Copies of all deeds to real estate owned by you.

Copies of the most recent statements evidencing your ownership of bank accounts, investment accounts, retirement accounts, and annuities.

Copies of any stock or bond certificates (if any).

Pre or Postnuptial Agreement (if any).

Long-term care policies (if any).

Divorce Decree or Property Settlement Agreement for divorce under which continued obligations exist.

Last 2 years of personal income tax returns.

Last 2 years of any corporate, partnership, gift tax, estate tax, or trust tax returns.



Click this link to download this checklist as a PDF form

Call (617) 453-9001 or email now for an appointment
to get the estate planning help you need.


222 Third Street, Suite 3220 • Cambridge Massachusetts 02142 • Phone: (617) 453-9001

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