FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge $750 for a will/trust and powers of attorney for a couple. I charge $1300 for a series LLC in Texas. The series LLC comes with the EIN, operating agreement and complete instructions on setting up individual series, banking, titling, insuring, taxation and more.
- What is your typical process for working with a new customer?
I take a great deal of time learning about a client and their needs. After asking a number of questions and listening closely to the answers, I recommend next steps and quote a fee.
- What education and/or training do you have that relates to your work?
I have 35 years of experience in financial and estate planning and am a Certified Financial Planner. In addition, I work for three law firms with expertise in wills, LLC formation, asset protection and business law.