Pricing for 2024 Estate Planning Services:
1. “Package,” which includes 4 documents for each person: Durable Power of Attorney, Advance Directive for Health Care, Living Will, and Last Will and Testament:
For single person $960.00
For married couple $1,700.00
Fee includes my advice and assistance as to updates to designation of primary and secondary beneficiaries on, and titling of, assets and accounts not controlled by the Last Will and Testament.
2. “Package,” which includes 6 documents for each person: Revocable Living Trust, Pour-over Will, Durable Power of Attorney, Advance Directive for Health Care, Living Will, and one Quit Claim Deed if needed.
For single person $2,200.00
For married couple $4,000.00
3. Prenuptial Agreement $3,500.00
* I typically do not charge on an hourly basis for the preparation and supervision of the signing of the documents described above if the conferences are limited to two in-office conferences. One size does not fit all, though, and sometimes we need to meet more than twice and go into more details, etc. In that event, I may charge more, depending on the issues, and as agreed in advance. Please call if you have questions regarding my fees.
Pricing for 2024 Probate of a Decedent’s Estate:
Current listing of fees for the year of 2024 for Probate of a Decedent’s Estate:
My standard set fee is $3,750.00, to be paid upfront and before I begin work. My services include the preparation and completion of Petition to Probate and all other court documents for filing, appearing before and corresponding with the County Probate Court and its administrators to obtain Letters Testamentary, obtaining a release from the Bureau of Tenncare, obtaining a Tax I.D. Number for the Estate, corresponding with the beneficiaries as needed, and the preparation of all other legal documents that must be filed with the County Probate Court so as to later close the estate. Fee quoted is for probate of Estates in Knox, Loudon, Anderson, Blount, Roane, Monroe, and Sevier counties.
I will advise the Executor of his or her duties, and assist with carrying out these duties in accordance with law. Please note that my client will be expected to advance all court costs and fees for publication of notice to creditors. If creditors file a claim, if there are objections to the filing of the Will or administration of the Estate, if there are other states in which the Will also must be filed, or other unusual circumstances, then I may charge more, as agreed in advance with my client. Please call if you have questions regarding my fees.
Pricing for 2024 Miscellaneous Matters:
My hourly rate is $350.00. I rarely charge on an hourly basis, but occasionally there are miscellaneous trust administration issues, unique financial transactions, or real estate transactions that can only be handled on an hourly basis. I typically request a minimum non-refundable retainer before I begin work on an hourly basis. Please call 865-777-1977 if you have other questions regarding my fees.