
Three Levels of Planning
Estate planning at Dotchin Law is not one size fits all. We offer 3 levels of planning to suit your needs. We offer everything from starter plans primarily for families with young children and little in the way of financial wealth to more robust plans for well-established families concerned with matters of asset protection, preservation, and increased growth. We’ve got you covered.
Generally our fees range from $3,000 for a married couple with kids who aren’t worried about keeping their family out of court to $10,000 for an extensive plan that provides significant asset protection after death plus maximum protection of your assets from inadvertent loss to Massachusetts Unclaimed Property or the Court process. It’s our opinion that if you are looking for less expensive planning, you may as well read up and do it yourself because you’ll get the same quality of planning online as you will with a lawyer charging fees less than what we offer here. And, because we know money can be tight, we offer payment plan to make planning more accessible.
We’ve priced our planning for you at the intersection of affordability and effectiveness. When we meet for your Planning Session, we’ll review our levels of planning with you, and you will choose your own fee based on your budget and the planning options that are most important for you and your family. Our plans are focused on ensuring your family has somewhere to turn if and when something happens to you, that your plan will work, and you have real security rather than the false security that comes with a cheap set of estate planning documents.
There truly is no one-size fits all choice. We have created a process to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love so you aren’t simply choosing the cheapest option because you don’t have any other basis for making your decisions.
PERSONALIZED SERVICE
We believe in personalized service for each and every client. Our approach is educational and proactive - we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires, and values. Then, we guide you to tell us what you want most so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets.
We represent families throughout varying stages of life:
traditional two parent families or single parents wishing to provide for and protect their children and themselves;
unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel;
blended families negotiating the challenges of creating new relationships with varying expectations;
high net worth families seeking strategies for minimizing estate and income taxes;
family business owners seeking ways to protect and expand their companies and considering how and when to transition to the next generation of ownership;
estate executors and beneficiaries navigating the court process of probate administration;
family members of trustees carrying out the legacy left behind through a trust administration.
ENSURE YOUR PLAN IS CURRENT
We have annual membership programs to ensure your plan continues to work throughout your lifetime, your assets are always owned in the right way, and you are able to feel confident calling us with any legal issues without ever worrying about receiving a bill in the mail for hourly fees. Whether you participate in one of our membership programs or not, we keep all our clients updated about changes in the law and issues that might affect your life.
We often serve the whole family and multiple generations for the same family. From free estate checkups for elderly parents to basic estate planning documents for young adult children, become part of our client family and feel how much we care.
Call us to learn more or use the button below to schedule your Planning Session.