FEES

You pay for me, and you get me. I do not have thousands of cases being worked on by hordes of paralegals.  This is a very personal and personalized process.

I will come to know your family, circumstances, hopes and fears. I am here to provide you with confidential, impartial advice and to assemble and lead a

team of professional advisors when needed.

Fortunately, most clients come to me by referral from accountants, financial planners, insurance experts, trust officers and most importantly, other clients.

If you have found me via an internet search, please know that before we meet

you must complete a confidential questionnaire. (Why?) Request a confidential questionnaire.

While many attorneys are uncomfortable discussing their fees, it is of critical importance that you feel comfortable discussing my fees with me.

I prefer an all-inclusive, flat fee for service structure which allows for the free flow

of information necessary to properly plan or administer an estate. (The only

charges added are court costs or items for which we pay third party vendors such as Federal Express on the client's behalf. These are actual charges and are never "marked up").

There is a lot of conversation and counseling involved. Often there is a substantial review and analysis of documentation, including any existing planning (i.e., trusts, wills, business entities, agreements, etc) and asset structure.  My consultations can be brief but tend to last a at least a couple

of hours.  If someone is watching the clock, then the exchanges become abbreviated. The nuances gleaned from thorough interviewing and follow up

are the keys to my success as your lawyer. You aren't charged for preparation

or review of letters, emails or phone calls, or anything else relating to the time required to determine the efficacy of implementing a strategy. Therefore, my

fees are broken down into these four phases:

• Review & analysis
• Planning & design
• Implementation (document drafting)
• Funding

You are not purchasing documents but rather strategies and results that take a considerable amount of time to ascertain and develop. Therefore, a substantial portion of the fee is attributable to effort undertaken before documents are drafted. Each of these phases are detailed in my retainer agreement, however, any fees spent before a fair all-inclusive fee is determined and agreed upon, are immediately credited so no effort is lost.

Unless your preference is an hourly fee, with the exception of Trust Funding,

this all-inclusive fee approach can be applied throughout my practice areas.

trustlegacylaw

The law offices of Richard Alan Lehrman

Elegant pictures by mugley Taken from flickr, under creative common. If you keep any of these pictures in your final website, please keep this credit too, thanks

Devoted to the preservation of our clients' wealth and perpetuation of our clients' legacies

Devoted to the preservation of our clients' wealth

and perpetuation of our clients' legacies

TrustLegacyLaw | 1688 Meridian Avenue  Miami Beach FL 33139 | 305.490.3030 Voice | 786.228.0404 Facsimile