Potential Client Resources

Jump to:  • Client Questionnaires  • Fee Schedules

To help you receive the greatest benefit from your relationship with our law firm, please complete and review the steps outlined in the following memorandum before your first meeting (ideally several days in advance to allow sufficient time to review and analyze the information):

Please contact us with any questions, which we welcome.  We hope to work with and serve you (and your family and/or other beneficiaries) well.

Client Questionnaires (Back to Top)

  • Estate planning questionnaire:
    • Click here for Microsoft® Word™ format
      (click here for free Word™ Viewer available if you do not own Microsoft® Word™)

    • Click here for Adobe® Acrobat® format
      (click here free Adobe® Reader® available if you do not own full Adobe® Acrobat® application)

  • Probate administration questionnaire:
    • Click here for Microsoft® Word™ format
      (click here for free Word™ Viewer available if you do not own Microsoft® Word™)

    • Click here for Adobe® Acrobat® format
      (click here free Adobe® Reader® available if you do not own full Adobe® Acrobat® application)

Current Fee Schedules (Back to Top)

Following are our current fee schedules (all in Adobe® Acrobat® format).  Please contact us to receive a simple password to open the applicable fee schedule.  Our firm generally handles all matters on a fixed fee basis and requires a non-refundable retainer of half (1/2) of the total fee.  The first (initial) meeting is either billed on an hourly basis or included in the total fixed (or "flat") fee.  Please contact us with any questions.