Non-Urgent Estate Planning Appointments
An initial consultation with us for non-urgent estate planning is no charge if you (and your spouse), attend one of our Putting Your House In Order estate planning client orientation workshops prior to your initial consultation. We hold these workshops two times per month at our office in Port Huron. Click here to reserve your spot at this workshop. When we schedule your initial consultation appointment, we also schedule two additional appointments about 4-6 weeks apart, one to sign the estate planning documents and one for follow-up and funding of your trust. We block out three hours for each of these appointments. If we do not need these appointments, we can always cancel them.
At the initial consultation, we review with you your estate planning goals and the Personal Information Form which has been completed by you, detailing your family information and assets along with estate plan and asset documents you also bring in. After our discussion and review, we then can give you a fixed fee quote for a will based or fully funded trust based estate plan. If you want to proceed, we enter into a fee agreement, one-half the fee is due and we design your plan. If you do not proceed, there is no charge if you have attended one of our Putting Your House In Order estate planning client orientation workshops. Click here to contact us to make your appointments.
Urgent Estate Planning Appointments
We have set aside urgent appointments for estate planning matters when disability or the passage of time would affect the ability to sign documents, such as with Alzheimer’s or other debilitating or terminal illness. The charges for these appointments are at our regular hourly rates, with a one hour minimum. For these appointments, you would need to gather the information listed in our Initial Appointment Checklist which we provide to you prior to your appointment. Click here to contact us to make your appointment.
Asset Protection Planning – Medicaid Qualification Appointments
In the event that you or a loved one has entered a nursing home or a nursing home admission is imminent or you would just like to know what the options are in the event of nursing home admission, we have set aside urgent appointments for asset protection planning – Medicaid qualification, which generally take about 1½ to 2 hours. The charges for these appointments are at our regular hourly rates, with a 1½ hour minimum. For these appointments, you would need to gather the information listed in our Initial Appointment Checklist which we provide to you prior to your appointment. Individuals can also attend one of our Truth About Medicaid Eligibility asset protection planning educational workshops, which we hold once per month. Click here to contact us to make your appointment.
Existing Trust Based Plan Review Appointments
If you want us to review your existing trust, will and financial and healthcare powers of attorney, we charge a flat fee approximating two hours of our time, even though our time in the matter will most certainly be more than two hours. We do this as a courtesy to prospective clients, so you may make an educated estate planning decision. We generally schedule one appointment of 1½ hours. At least two weeks prior to your appointment, please come to our office to sign a fee agreement, to drop off the fee and to bring in your estate planning documents for copying. Click here to contact us to make your appointment.
Death Administration Appointments
If you had a loved one pass away, we have set aside urgent appointments to assist you with matters relating to the transfer of assets to beneficiaries or heirs through trusts, wills, beneficiary designations or joint ownership. The charges for these appointments are at our regular hourly rates, with a one hour minimum. For these appointments, you would need to gather the information listed in our Initial Appointment Checklist which we provide to you prior to your appointment. Based upon your situation, we will offer to provide legal services either for a fixed fee or at our regular hourly rates. Click here to contact us to make your appointment.
Business Consultations
We have also set aside urgent appointments to assist you with legal issues relating to business matters. The charges for these appointments are at our regular hourly rates, with a one hour minimum. Initial business consultations for new businesses typically take 1½ to 2 hours and at your appointment, we discuss your plans and the legal, liability and tax effects of the available types of business entities. Click here to contact us to make your appointment.
Other Appointments
We have set aside urgent and non-urgent appointments to assist you with other legal matters that we handle. The charges for these appointments are at our regular hourly rates.