2019 MBA Probate Law Section Survey: Flat Fees
2019 MBA Probate Law Section Survey #5
Your typical charge to
a married couple
for the following:
1.
An estate plan (including a health care proxy (HCP), power of attorney (POA), and last will and testament (LW&T), but
no trust
)?
$0 - $1,000
$1,001 - $2,000
$2,001 - $3,000
$3,001 - $4,000
$4,001 - $5,000
$5,001 - $6,000
$6,001 - $7,000
$7,001 - $8,000
$8,001 - $9,000
$9,001 - $10,000
$10,001 +
2.
An estate plan (including HCP, POA, LW&T and a
revocable
trust)?
$0 - $1,000
$1,001 - $2,000
$2,001 - $3,000
$3,001 - $4,000
$4,001 - $5,000
$5,001 - $6,000
$6,001 - $7,000
$7,001 - $8,000
$8,001 - $9,000
$9,001 - $10,000
$10,001 +
3.
An estate plan (including HCP, POA, LW&T and an
irrevocable
trust)?
$0 - $1,000
$1,001 - $2,000
$2,001 - $3,000
$3,001 - $4,000
$4,001 - $5,000
$5,001 - $6,000
$6,001 - $7,000
$7,001 - $8,000
$8,001 - $9,000
$9,001 - $10,000
$10,001 +
4.
What is your typical charge for advanced estate planning documents,
per document
(ILIT, IOGT, CRAT, CRUT, CLAT, CLUT, GRIT, GRAT, GRUT, etc.)?
0 - $1,000
$1,001 - $2,000
$2,001 - $3,000
$3,001 - $4,000
$4,001 - $5,000
$5,001+
5.
How do you bill your
non-estate planning clients
?
Flat fee
Hourly
Value billing
Combination of flat fee and hourly
Other (please specify):
6.
What county do you
primarily
practice in? Please pick ONLY ONE county.
Barnstable
Berkshire
Bristol
Dukes
Essex
Franklin
Hampden
Hampshire
Middlesex
Nantucket
Norfolk
Plymouth
Suffolk
Worcester
7.
Select all counties you practice in.
Barnstable
Berkshire
Bristol
Dukes
Essex
Franklin
Hampden
Hampshire
Middlesex
Nantucket
Norfolk
Plymouth
Suffolk
Worcester