Frequently asked questions
What is your fee structure?
We generally package our services and employ an all inclusive flat-fee billing structure for each engagement. This ensures that our clients know exactly what their fee will be before commencing the work. Typically, half of the fee is required upon engagement, while the remaining half is due upon the delivery of documents.
What can I expect
from my complimentary consultation?
During your meeting the focus will be on educating you about the estate planning process, addressing your specific needs, exploring options, and answering any questions you may have. The consultation typically lasts about an hour in length. To make the most of our time together, we kindly request that you complete and return our Confidential Questionnaire beforehand and provide any existing estate planning documents for review.
How long will it take to
get my Estate plan in place?
It usually takes between 6-8 weeks from the date of engagement after the initial consultation to deliver your finalized plan.
How often should I
review my Estate plan?
It is generally recommended to review your estate plan every 3-5 years, or whenever significant life events occur, such as marriage, divorce, birth or adoption of a child, death of a beneficiary, or a substantial change in your financial situation. Regularly reviewing your estate plan and making changes when necessary ensures that it remains aligned with your current wishes and circumstances, and helps to avoid potential complications or unintended consequences in the future.
The Perna Law Firm is serving your Estate Planning and Business Planning needs since 2007. The materials on this website do not constitute legal advice, do not necessarily reflect the opinions of Perna Law Firm or any of its attorneys or clients. This website is not intended to create, and does not create, an attorney-client relationship between you and Perna Law Firm, and you should not act or rely on any information in this website. Your receipt or transmission of information to or from the Perna Law Firm website alone does not create an attorney-client relationship or ensure confidentiality.