Why the Attorney Charges a consult fee for Probate issues when caller is not the Executor

 

Why the Attorney Charges a consult fee for Probate issues when caller is not the Executor 

         Our office will often receive calls from disgruntled children or persons who did not inherit under the Will or who do not believe they are receiving there fair charge. We Charge then a consult fee. Remember if they are unwilling to pay an initial consult fee they will not want to pay a retainer.

             The same for beneficiaries who are not happy with the way the estate is being handled. We charge a consult fee. We do not charge a consult fee if the Executor contacts since you want to be retained to represent the estate. 

 

  We email this to potential client

         

 

1. Office Call to schedule appointment for consultation

2. Set up folder for appointment

3. Review Questionnaire filled out by client. 

4. Obtain information such as name, address and telephone number and any specific wishes.  

5. Interview with client,   

6. Discuss information regarding value of real estate, life insurance and other assets. 

7. Discuss distribution of estate and selection of beneficiaries. 

8. Obtain information regarding names of family members. 

9. Discuss duty of Executor. 

10. Discuss Power of Attorney, Probate and Living Will, 

11. Answer legal questions.   

Consult fee is $200 and is due prior to initial consultation.

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