ESTATE ADMINISTRATION FEE ESTIMATES
** I am currently only accepting new estate administration projects if I drafted the will or living trust of the person who died. But a few commonly used do-it-yourself forms are available for sale on this website. If you need a probate attorney in Pima County, contact the Lawyer Referral Service at (520) 623-4625. The following information is intended for persons administering estates and trusts for past clients of mine.**
In order to maintain a logical, consistent, and fair pricing system, every service I provide is priced according to a fixed price schedule. In other words, you will know the cost up-front, before any work begins. My fixed price schedules include various options and levels of service. You may choose one tailored to your objectives and budget for the project.
Note: The minimum initial consultation fee for estate administration is $95.
The following price range estimates for probate and trust administration are provided for your information:
Small estates/No administration: $95 to $1,295
Trust administration: from $1,995 (standard)
Probate administration: from $3,295 (standard)
An additional fixed fee is added to the standard price for premium level services if necessary. Examples:
The additional fee is intended to account for extra time and expertise to manage specific situations.
Note: I do not accept projects where the estate is contested, litigated, or appears to be insolvent.
Sample forms:
Fixed Price Agreement
Engagement Letter
Note:
The fixed price schedule is updated annually. The next update is scheduled for January 1, 2020.
Note:
All major credit cards are accepted including American Express.
In order to maintain a logical, consistent, and fair pricing system, every service I provide is priced according to a fixed price schedule. In other words, you will know the cost up-front, before any work begins. My fixed price schedules include various options and levels of service. You may choose one tailored to your objectives and budget for the project.
Note: The minimum initial consultation fee for estate administration is $95.
The following price range estimates for probate and trust administration are provided for your information:
Small estates/No administration: $95 to $1,295
Trust administration: from $1,995 (standard)
Probate administration: from $3,295 (standard)
An additional fixed fee is added to the standard price for premium level services if necessary. Examples:
- If a formal accounting is required
- If the Will or Trust creates an irrevocable trust for non-spouse beneficiary
- If retirement account names a trust as beneficiary
- If the Will or Trust includes a credit shelter trust funded by disclaimer
- If the Will or Trust includes a credit shelter trust funded by formula
- If the deceased person was manager or member of a small business entity
- If the deceased person was part of a Family Limited Partnership or similar
- If the deceased person owned more than two real estate properties
The additional fee is intended to account for extra time and expertise to manage specific situations.
Note: I do not accept projects where the estate is contested, litigated, or appears to be insolvent.
Sample forms:
Fixed Price Agreement
Engagement Letter
Note:
The fixed price schedule is updated annually. The next update is scheduled for January 1, 2020.
Note:
All major credit cards are accepted including American Express.