Very often, I receive calls from individuals wanting to know the cost of say writing a Will or setting up a Trust. I have a problem answering this because a Will and a Trust are not standard products that can be bought at predetermined prices.
Wills and Trusts are merely tools to implement an estate plan. The analogy of estate planning is like the work of an architect while writing a Will is equivalent to the construction phase.
Nobody would start to build a house without an architecture design. Similarly, most people do not realize that without an estate plan, it is no use writing a Will. With clear instructions, many law firms can write a Will. The problem is that most individuals are unable to give clear instructions because they did not even have an estate plan.
However, the fee charged by a professional estate planner does not come cheap. I charge $250 per hour to construct a customized estate plan and this exclude the cost of Will writing and Trust setup. It is for this reason I would like to give an intensive 6 hours seminar on estate planning. Attendees can submit questions prior to the seminar which I’ll attempt to cover subject to availability of time. I hope through this session, individuals will be able to construct their own estate plan. I shall use case studies as examples to illustrate estate planning.
To provide further incentive for attendees, the cost of the ticket is inclusive of two hours of consultation with an estate planner.
Agenda as follows:
