Our Family Attorney Service is reserved for VIP clients.
Should you choose to sign up, I’m at your family’s disposal throughout the year as your personal advisor. This means:
- Each year, we have a meeting (either in person or via telephone) to discuss the current status of your family’s estate plan and make sure it’s up to date. I proactively reach out to you each year to schedule this, so keeping your estate plan up to date is one less thing you need to remember.
- During that meeting, we can discuss any other matter where I can help your family, including but not limited to personal finances and tax planning strategies.
- I’m available to you throughout the year via email with any questions you may have regarding tax, estate planning, or finance matters. I return emails promptly.
- Each year I prepare your income tax returns.
Modern life is complicated. More than ever, tax, financial and legal issues are creeping into tasks that used to seem simple. More than a traditional attorney, you may need an advisor for ongoing life events (large and small).
When you sign up for our Family Attorney Service, you’re covered for all of the above for one flat annual fee, typically $1495 per year. [Clients with self-employment income or more complex returns should check with us first; I will quote your fee after reviewing your prior returns.]
If you’re interested, get in touch.
**Restrictions apply to the types and scope of services provided under the flat annual fee, which will be detailed in a written fee agreement. Please call for more details. All fees are ultimately controlled by a signed fee agreement. Fees are subject to change.