Services & Fees | Lee Private Client Law, PLLC

IV. Services & Fees

Flat fees, stated in advance.

You will know what your plan costs before any work begins.

Most firms decline to discuss fees until you have sat through a consultation. I take a different view. Estate planning is a defined body of work with a knowable scope, and you are entitled to know the number before you decide.

Two packages cover the majority of what families need. Neither is billed hourly. If your circumstances call for something outside these structures, we will discuss it before any work is undertaken.

01. The Family Trust

The Family Trust

For married couples with young children and a home.

$4,000

Revocable living trust
Pour-over wills, including guardian nominations for minor children
Durable powers of attorney for financial matters
Patient advocate designations and HIPAA authorizations
Deed preparation and recording for your Michigan residence
Written funding instructions for accounts, retirement plans, and life insurance

Planning meetings are conducted by video at a time that suits your household. Execution takes place in person, either at my office or at your home. Travel beyond sixty miles from my office is available at an additional fee, quoted before your engagement begins. Your completed plan is delivered bound in a leather portfolio within thirty days.

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02. Legacy & Succession Planning

Legacy & Succession Planning

For business owners and families whose planning extends beyond a residence and a retirement account.

Beginning at $6,000

Trust structures matched to the composition of your assets
Business succession planning and buy-sell coordination
Funding assistance for the assets identified in your engagement — deeds, entity transfers, account retitling, and beneficiary designations
Beneficiary designation and titling review across all holdings
Coordination with your accountant and financial advisor
Incapacity planning for you and your spouse

Fees in this category are quoted individually following an initial conversation, as the structures vary considerably. Before practicing law I co-founded and scaled a nationwide chemical distribution company, and that experience informs how I approach succession matters for closely held businesses.

Engagements in this category begin with a conversation about your holdings, your business, and what you intend to happen. From there we prepare a written scope and fee for your approval before any drafting begins. Funding is where most plans fail. Where your engagement includes it, we handle the paperwork with your banks, brokerages, and transfer agents rather than handing you a checklist. Third-party processing times vary, and we will tell you what to expect for each institution. Meetings are conducted by video or in person as you prefer, and your completed plan is delivered bound in a leather portfolio.

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The Family Trust fee is firm. Legacy and succession fees are quoted in writing before an engagement begins and do not change thereafter. If circumstances arise mid-engagement that would alter the scope of work, they will be raised with you and agreed in writing before anything proceeds.