Flat Fee Baseline…

This list is not all inclusive, however, it shows the basic flat fee schedule for work typically completed by this office. All plans are offered a la cart, pick and choose the options you want. Our Securing Your Legacy plans offer a complete estate plan package but...the option is yours!

 

Advanced Directive: Medical Planning; includes your advanced directive for health care and you HIPPA release for Healthcare information release to your representative. Couple: $375 Individual: $190


Power of Attorney: Financial Planning; Includes your POA which allows your representative to take financial action for you on your behalf. Can be a springing power (takes place upon a particular event) or immediate. Couple: $375 Individual $190


Will: Last Will and Testament; describes how you want your assets distributed; who you want to care for children; and who your beneficiaries are.       Couple:$850 Individual: $425


Securing your Legacy Will Plan: Includes your Will; Advanced Directive; and Power of Attorney. You will be given a comprehensive Will plan that includes instructions for your executor; a detailed package that will allow you to keep all your documents in one secure place; and advice on how to handle your end of life planning.  Couple$1050  Individual: $550


Securing your Legacy Trust Plan: Includes your Pour over Will; Advanced Directive; Power of Attorney; and Certificate of Trust. You will be given a comprehensive Trust plan that includes instructions for trustees; a detailed package that will allow you to keep all your documents in one secure place; advice on how to handle your end of life planning; initial funding of your trust including deeding your initial property (usually your personal residence).  Couple:$2500 Individual: $1675


Single Member Formations: Articles of Incorporation; EIN Filing; Operating Agreement or Bylaws; Resolution of Incorporation; Initial Written Consents and Resolutions; Subscription Agreement; Stock Ledger; and Notice of issuance of Stock; Form 2553 Filing (for S-Corps); City of Portland Registration; and Operating Guidelines / Handbook     $600


Two Member Formations: Articles of Incorporation; EIN Filing; Operating Agreement or Bylaws; Resolution of Incorporation; Initial Written Consents and Resolutions; Subscription Agreement; Stock Ledger; and Notice of issuance of Stock; Form 2553 Filing (for S-Corps); City of Portland Registration; and Operating Guidelines / Handbook     $900


Three Member Formations: Articles of Incorporation; EIN Filing; Operating Agreement or Bylaws; Resolution of Incorporation; Initial Written Consents and Resolutions; Subscription Agreement; Stock Ledger; and Notice of issuance of Stock; Form 2553 Filing (for S-Corps); City of Portland Registration; and Operating Guidelines / Handbook     $1200


 

No Attorney can predict with absolute certainty and accuracy at the outset of a case the extent of additional services that might be needed or requested by a particular client (and, whether any additional services will be needed or requested at all). Thus, our fee agreements are not designed as flat fee agreements to protect our attorneys time and interest.