HOW -- AND HOW MUCH -- WE CHARGE

Initial Consultation

New clients pay an initial flat fee of $400 for most consultations. If we end up representing the client on an hourly fee basis, the initial consultation will be billed at a flat fee of that $400; additional time will begin to accrue at hourly rates. If we represent the client on a flat fee arrangement (see below), the initial consultation charge will be applied to the flat fee.

Hourly Fees

We usually charge hourly fees. Each staff member involved in a given matter keeps track of his or her time, and bills at a predetermined rate. Our normal hourly rates, by staff role, are:

  • Attorneys — $375
  • Case Managers — $150-$165
  • Legal Assistants — $160-$180
  • Certified Public Accountant — $175
  • Financial Assistants — $100-$150
  • Administrative Assistants — $100

Work is billed in segments of .1 hour for each activity. Hourly fees are billed each month. We do not bill for ordinary postage, copying, long distance, and other telephone expenses. We do, however, bill for costs we have advanced for things like court filing fees, certified copy charges, publication costs, recording fees, deposition costs, and service of process charges.

Fiduciary Fees

Sometimes we act as trustee, personal representative, conservator, guardian or agent under a power of attorney. When we do, we may charge hourly fees or a percentage of the value of the trust or estate we are managing. We will be happy to discuss the choices with you, and explain how our fee structure would apply in the event we were managing your assets at some future time.

Flat Fees

We charge for some activities at a flat rate, rather than hourly. This is intended to provide clients with certainty about the final fee, and to encourage clients to make contact as necessary (without worrying about increases in the bill for each contact).

We are willing to quote flat fees in most cases. We welcome your discussion of flat-fee arrangements. All fees are subject to the specific facts of the case. The fee on a specific matter may change after time and file review. Any changes to fees will be made in writing. Our usual flat-fee charges for uncomplicated matters are:

Will Preparation (including powers of attorney)

  • Single person — $775
  • Married couple — $975
  • With trust provisions — $1,200-$1,750 (or more, depending on complexity)

Trusts (usually including pourover will and powers of attorney)

  • Simple (single or married) — $1950-$3250
  • Special Needs Trust as part of Estate Planning — $2,250-$3,250

Other Estate Planning

  • Arizona Beneficiary Deeds — $475 each
  • Other Deeds — $275
  • Powers of Attorney — $400
  • Home Visits (Initial Interview or Signing) — $250 each visit

Decedent’s Estates   

  • Affidavits for Collection of Personal Property — $375
  • Affidavit of Succession to Real Property — $1,275
  • Probate proceedings ($2,000 minimum) — hourly + costs

Conservatorship of Minors

  • Establish Conservatorship (before settlement approval) — $2,500 plus costs
  • Settlement approval — $2,500 plus costs
  • Trust under conservatorship — Add $2,000
  • Withdrawal of funds from Court-Controlled Account — $675 minimum; hourly billing plus costs
  • Emergency Petitions — Add $500

Guardianship and/or Conservatorship of Adults

  • Guardianship/Conservatorship — Hourly billing plus costs
  • Emergency Petitions — Add $500