Fees for Estate and Legacy Advance Planning are charged on a Flat Fee basis.

Prospective clients are welcome to speak with us before scheduling a meeting. For a more detailed discussion, there is a charge for a consultation with Attorney Loftus. This initial conference typically lasts about an hour and a half.  Extensive information about all aspects of estate and legacy planning are shared, and professional recommendations are provided with easy-to-understand explanations as to how they will address clients' specific goals and concerns.

A typical plan consists of a will, revocable living trust, health care advance directive and financial power of attorney.  

More complex documents address specific family or financial circumstances. These may include Special Needs Trusts, Estate Tax Planning Trusts and Irrevocable Trusts.

                                               Elder Law and Probate Consultation Fees

These matters carry hourly based fees. Estimates are provided at the initial consultation.
Please contact us for details.