Practice
Estate planning and estate settlement are all we do. The six matters below cover a thousand Virginia families' worth of experience — each with its fee printed beside it, as our fees have been since 2015.
Practice No. 1 — The foundation
Flat fee from $1,200 individual · $1,950 couple
A will or revocable living trust, drafted for Virginia law and actually funded — because a trust that never received your assets is an expensive stack of paper.
For the couple who has been meaning to do this since the first child was born, and the retiree who suspects the will from 1998 no longer says what it should.
The full page — checklist, timeline, questions
Practice No. 2 — After a death
From $3,500 · scoped in writing at the first meeting
We handle the court, you handle the family. Qualification, inventory, the Commissioner of Accounts, creditor claims, and the final accounting — carried, not just supervised.
For the newly appointed executor holding a death certificate and a list of questions, and the family administering an estate where there was no will at all.
The full page — checklist, timeline, questions
Practice No. 3 — While you are living
Flat fee from $350
The two documents every Virginia adult should have signed by Friday: a durable power of attorney a bank will actually honor, and an advance medical directive your family can actually follow.
For the family sending a child to college, the spouse handling everything alone, and the adult children of a parent whose memory has started to slip.
The full page — checklist, timeline, questions
Practice No. 4 — The long season
From $1,500 · scoped after the first family meeting
Planning for the years that need a plan most: long-term care costs, Medicaid's five-year look-back, and keeping a person's dignity intact while their independence changes.
For adult children watching a parent decline, and for couples determined that a nursing-home bill will not erase forty years of careful saving.
The full page — checklist, timeline, questions
Practice No. 5 — A lifetime of provision
From $2,400 · first-party and third-party trusts
Providing for a child or family member with a disability — without disqualifying them from the SSI and Medicaid benefits their care depends on.
For parents of a child with a disability asking the question that keeps them up at night: what happens when we are gone?
The full page — checklist, timeline, questions
Practice No. 6 — The family enterprise
From $2,800 · coordinated with your CPA
Getting a family business from one generation to the next — or to a worthy buyer — without the transition becoming the estate fight your competitors read about.
For the owner whose company is the largest asset on the balance sheet and the least planned-for, and the family where one child runs the business and two do not.
The full page — checklist, timeline, questions
That is what the free half hour is for. Describe the situation in ordinary words; we will name the documents and the fee before the call ends.
Or telephone the office: (804) 555-0158