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Desk Essentials Arrangement

Fees

Affording Your Plan

Fees

Estate planning is not one-size-fits-all. The right structure depends on your family dynamics, the assets you want to protect, and the level of flexibility or control you want your plan to provide. For that reason, fees are not set in the abstract—they are tied to the design of your plan. We use a flat-fee structure so you know the cost of your plan in advance. There is no hourly billing and no ongoing meter. During the Foresight Session, we define the scope of your plan and confirm the corresponding flat fee. You will have full clarity before deciding whether to proceed.

Legal Insurance

Legal insurance is often included in employee benefits or purchased individually and can cover or reduce the cost of services like estate planning. We currently accept payments through ARAG® and are expanding our partnerships. Inquire to confirm whether we have an agreement with your provider.

Pro Bono & Low Bono

We reserve a limited number of reduced-fee and pro bono engagements based on circumstances and availability. If you are able to engage us at our standard rates, it directly supports this effort and helps expand access to planning for others. 

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NEW YORK CITY

Midtown Manhattan, 295 Madison Avenue, 12th Floor, New York NY 10017, USA

WASHINGTON, D.C.

One Metro Center, 700 12th Street NW, Suite 700, PMB 3274, Washington DC 20005, USA

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