Estate planning costs are a significant financial investment. The Darty Law Office charges a flat-fee, based on the value of the service. Flat-fees are actually a discount of what we might charge in billable hours. We offer this discount in exchange for a non-refundable 50% retainer fee upfront. Many law firms reveal their total fees upon the final billing. Before hiring us, you will know what you’re getting and how much it will cost. This fair and reasonable approach tends to avoid billing disagreements and fosters trust and enduring relationships.

The fees listed below take into account the time spent in the initial conference, later conferences whether in
person or by phone, and the necessary time to draft and revise all documents. The fixed fee is usually set at the end of the first conference. A retainer fee of 50% is due at the time of hire and the remaining 50% when the documents are signed.

We reserve the right to vary our terms and fees in special circumstances and if that is the case we will notify you in advance. The fees do not include any required filing or recordation fees, court costs, or any other out-of-pocket advancements made on your behalf.

Will-Based

Trust-Based

Advanced Tax Planning

A Will-Based plan is a foundation plan is a good option for young or single people with few assets. It provides peace of mind knowing that everything is covered and there are no gaps in your estate plan, including incapacity protection. The plan includes the basic documents everyone must have:

  • Last Will & Testament
  • Living Will
  • Durable Power of Attorney
  • Health Care Power of Attorney
  • HIPAA Authorization

The Trust-Based plan implements trusts into the estate plan. It is a great way to preserve and protect your assets for decades to come. It allows you to dictate how and when your assets are to be distributed and protects those assets against future lawsuits, divorce settlements, and poor spending choices. It also removes your estate from probate. Documents will vary, but a Trust-Based Plan may include:

  • All Will-Based Plan Documents (except the will)
  • Pour-Over Will
  • Revocable Living Trust
  • Trust Funding Instructions
  • Deed Preparation

The Advanced Tax Planning Plan is a Trust-Based plan that includes Estate Tax Strategies and Entity Creation. It may include Irrevocable Life InsuranceTrusts and other necessary strategies for high net worth clients with ongoing estate planning needs. These Plans are coupled with ongoing maintenance plan agreements, including Trust Funding customized to the individual client. The Advanced Tax Plans create the highest degree of family wealth preservation and protection. This Plan is usually only necessary for estates in exces of $10 million.

Fee Level: $950 Fee Level: $2,000—$3,000 Fee Level: $5,000+