Potential Client Resources
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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.
-
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)
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.
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