Does your firm charge partners for doing their estate plans? What about associates?

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Neither. We even do them at no charge for support staff.

Free for associates. Partners get up to 5K free then billed at 50%. Associates receive credit go to 50 hours of time spent on plan but no adjustment to receivables. No credit for partners spending time on plans. I hate our policy.

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Additional Posts in Estate Planning Attorneys

How much are you charging for trust administration? % or hourly?

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How much do you folks manage to bill per month? I'm looking at you transactional folks who don't litigate. 😉

For estate planning attorneys at big firms, how much do you generally bill per month? Do you usually get your bonus, or if not, are you very far off?

Fav trust drafting software and why?

Anyone in CA use the FORE! Trust software and have a good experience with it? TIA!

What’s y’all’s favorite EP document generating software system? California systems a plus!

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Where is everyone buying their EP portfolios for clients?

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Does everyone do trust accounting in-house? Or is this something you can contract out?

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What are the in house exit opportunities?

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Recommendations for facilitator training for lawyers? More and more of my T&E practice is shifting to requests to facilitate family meetings on business succession, something I enjoy but have no formal training in. Would like to explore some training to add tools to my toolbox.

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For those offering the option of retaining client's original estate planning documents and storing them offsite, what are your policies? I'm shopping around for off-site options. Any tips on what to look for?

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