We offer transparent, flat-fee pricing for most estate planning services. Fees may vary depending on the complexity of your personal and financial circumstances. Final pricing will be confirmed after the initial consultation, once we understand your goals, family structure, and asset profile. Please review each of the services below for more details.
Initial Consultation
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15-30 Mins
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Complimentary
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Prior to the initial Consultation, you will receive our complimentary Estate Planning Questionnaire. Based on the information you’ve prepared, our team will advise you on the specific types of trusts and arrangements that can offer protection for your estate and help you meet your long-term planning goals.
At this time, we’ll also discuss the range of fees we offer on trust packages. Our goal is to make the estate planning process transparent and easy for you, and we work to ensure you never find yourself surprised by unexpected fees.
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Completing our Estate Planning Questionnaire before your consultation.
请在咨询前完成我们的遗产规划问卷。
If you are married and planning together, both spouses need to attend the consultation.
如果您已婚并计划共同进行遗产规划，双方配偶需一同参加咨询。
Estate Planning Solution
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Timeline varies based on the complexity of your trust and estate planning needs.
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The fee for setting up the trust will depend on the complexity of the trust terms and your specific planning needs. After our initial meeting, I’ll be able to give you a clear estimate based on the structure and level of customization required.
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Your second meeting with our team typically lasts about an hour and a half. We’ll thoroughly review the details of your plan, ensuring that you’re fully informed about all aspects of the estate plan going into effect.
We’ll take you through the process of funding your trusts, and your estate planning documents will be signed and notarized.
Other Legal Services
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The timeline for the service is determined by the scope and nature of your individual needs.
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At Dr. Chen Law & Advisory, we offer both flat-fee and hourly billing options to accommodate a wide range of legal service needs.
