Personal Planning

Tax Planning Will $3,500 – couple $1,900 – individual
Non-Tax Planning Will $2,100 – couple $1,200 – individual
Revocable Trust $4,600 – couple $2,800 – individual
Life Insurance Trust, Gifting Trust, Generation-Skipping Transfer Trust or Dynasty Trust $ 4,300
Split Interest Trust (e.g., Charitable Remainder Trust, Grantor Retained Annuity Trust or Qualified Personal Residence Trust) $ 6,400
Intentionally Defective Grantor Trust $ 5,200
Domestic Asset Protection Trust $10,000
Family Trust Company $ 3,000
Installment Sale $ 5,300
Prenuptial or Postnuptial Agreement $ 6,000

Business Planning

Limited Liability Company  $ 2,000
Limited Partnership  $ 9,200
Buy/Sell Agreement  $ 6,000

Estate Administration Fee Schedule

Includes all probate matters and estate tax filings. Final fees based upon value of gross estate of the decedent or, if different from below, a written fee agreement.

2.00% of the first $ 500,000
0.50% of the next $ 1,000,000
0.65% of the next $ 3,500,000
0.35% of all over $ 5,000,000

All other matters will be billed at the following hourly rates or statutory rates, as applicable, unless agreed otherwise:

  • Thomas B. Reynolds $ 600/hr.
  • Paralegal $ 185/hr.
  • Administrative Staff $ 95/hr.

Expedited matters: A twenty percent (20%) surcharge shall apply to expedited matters.

One-half (1/2) of the projected fee is due upon engagement and the balance is due upon first drafts of documents.

Bills will issue periodically and are due upon receipt. Late payment will result in additional fees.

*The ultimate bill may be greater if a matter is extraordinarily complicated and requires significantly more time than is typical, though such an occurrence is unusual and notice would be given to the client.