I manage a concierge estate planning practice for a limited number of high net worth individuals.
Concierge services are charged on a monthly, quarterly or annual basis, and your concierge fee, individually determined in advance, includes the following:
Unlimited access to address all estate planning and trust administration questions
Meetings at your home or place of business
Estate plan design and strategy
Periodic review of estate planning documents and estate plan maintenance
Preparation of short trust amendments, codicils, simple contracts and similar documents
Design and annual administration of gift programs
Advice on federal and Illinois estate, gift and generation skipping transfer taxes, and related income tax
Proactive advice on changes in relevant federal and Illinois tax law
Basic entity formation and registered agent services
Referrals outside my jurisdiction or area of practice
Mail (including express mail) and similar office expenses
Concierge services do not include:
Preparation of new estate planning documents, including trust agreements and declarations, and other major new projects, including, but not limited to, litigation management
Entity management agreements
Probate or post death administration
Investment advice or management
Out of pocket expenses incurred on your behalf
Legal services not included in the Concierge Agreement will be identified in advance, and charged on an hourly basis at $400.00 per hour.
Clients may elect to be charged at an hourly rate, rather than at the concierge rate. In that case, all services will be charged at $500.00 per hour, plus all out-of-pocket expenses, and there will be no concierge fee.
All rates are subject to change. The Concierge Agreement may be cancelled at any time by either party. On cancellation, the concierge fee will be prorated on a monthly basis, and the prorated monthly fee for whole months beginning after the date of cancellation will be refunded.