Personal Planning
| Tax Planning Will |
$3,700 – couple |
$2,000 – individual |
| Non-Tax Planning Will |
$2,200 – couple |
$1,250 – individual |
| Revocable Trust |
$4,800 – couple |
$2,950 – individual |
| Life Insurance Trust, Gifting Trust, Generation-Skipping Transfer Trust or Dynasty Trust |
$ 4,500 |
|
| Split Interest Trust (e.g., Charitable Remainder Trust, Grantor Retained Annuity Trust or Qualified Personal Residence Trust) |
$ 6,700 |
|
| Intentionally Defective Grantor Trust |
$ 5,500 |
|
| Domestic Asset Protection Trust |
$10,500 |
|
| Family Trust Company |
$ 3,200 |
|
| Installment Sale |
$ 5,500 |
|
| Prenuptial or Postnuptial Agreement |
$ 6,300 |
|
Business Planning
| Limited Liability Company |
$ 2,100 |
|
| Limited Partnership |
$ 9,600 |
|
| Buy/Sell Agreement |
$ 6,300 |
|
| CTA Compliance |
$ 750 |
|
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 $ 700/hr.
- Paralegal $ 225/hr.
- Administrative Staff $ 100/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.
