Every law firm’s engagement agreement is different, but we can tell you how we do most of our work.
First, we charge for the initial consultation. It’s an intensive meeting to understand the clients’ situation and goals, discuss planning options, answer questions and together develop a plan for moving forward. In most cases by the end of the meeting, we can quote a fee for implementing the plan. We generally ask for half the fee when we are hired and the balance when the client returns to sign the estate planning documents. If we are hired, we apply the initial fee towards the ultimate cost (in effect, waiving it).