Estate Planning Fee Structure at our Pennsylvania, Delaware, Maryland and Washington, D.C. Area Law Firm
Guidance and drafting of wills, trusts and other estate planning documents
Estate planning firm McAndrews Law Offices was founded in 1983 to guide residents of Pennsylvania, Delaware and the Washington, D.C. area through the creation of comprehensive, strategic tools such as wills, trusts, powers of attorney, advance medical directives and special needs planning documents. Our extensive experience allows us to address important estate planning matters both expeditiously and at a reasonable cost.
Our comprehensive, effective estate planning package
Our estate planning package includes:
- Your initial intake
- Review of your existing estate planning documents
- An initial 60-minute consultation with our attorneys
- Drafting of the necessary documents
- A 30-minute consultation with our attorneys to answer questions or make changes to the drafts
- A final meeting with staff to execute the document
Fee Structure for Wills, Trusts and Estate Planning Documents:
| Pour Over Wills | $395 each (base fee) |
| Simple Wills | $395 each (base fee) |
| Codicils (simple – i.e. changes to minor provisions, taking 1 hour or
less time to prepare) |
$295 each (base fee) |
| Codicils (complex – i.e. changes to major dispositive provisions or changes
requiring more than 1 hour of time) |
$550 each (base fee) |
| Complex Wills: | |
| Wills with only Minor’s Trust OR
Wills with only Disclaimed Property Trust |
$495 each (base fee) |
| Wills with Minor’s Trust & Disclaimed Property Trust | $650 each (base fee) |
| Wills with Credit Shelter Trust & Marital Trust without Minor’s Trust | $700 each (base fee) |
| Wills with Credit Shelter Trust & Marital Trust with Minor’s Trust | $800 each (base fee) |
| Wills with make up provisions, complex calculations of asset allocations
among beneficiaries or trusts |
$950 each (base fee) |
| Revocable Living Trusts | $750-$1,500 each (base fee) |
| Trust Amendments | Billed Hourly |
| Trust Modifications (consent agreements or non judicial settlement agreements) | Billed Hourly |
| Life Insurance Trust (including form for necessary annual notice documents, letters of instruction, etc.) | $900 each (base fee) |
| Special Needs Trust | |
| – Third Party Funded | $950 each (base fee) |
| – Self-Funded (these matters are generally more complex and labor intensive than most other trusts) | Fee Determined After Review |
| Other Trusts (Real Estate, Business Interests, Etc.) | Fee Determined After Review |
| Employer Identification Number (EIN) | $195 each |
| Powers Of Attorney | $150 each |
| Advance Medical Directive (Living Will) | $95 each |
Meetings outside of McAndrews Law Offices are billed at the firm’s prevailing hourly rates.
*Hourly charges apply for all time required beyond initial drafts of documents (client changes), our initial one hour attorney meeting and/or review time, and one-half hour post-meeting activities. Our hourly rate schedule is attached and is subject to annual adjustment. We reserve the right to include additional hourly billing time to our base fee rates in special circumstances where the work we are asked to perform well exceeds our expectations based on the information initially provided to us by the client.
Consult experienced Pennsylvania, Delaware, Maryland and Washington, D.C. area estate planning attorneys who provide you with the full range of sophisticated services
Learn more from PA, DE, MD, and Washington, D.C. area estate planning lawyers at McAndrews Law Offices at 610.648.9300 or contact us online to schedule an appointment.