We price work on a fixed-fee basis wherever the scope can be defined. You get the number before we start, not as a surprise on the bill. Where scope cannot be predicted — contested administration, multi-year tax planning across moving inputs — we work on retainers with clear monthly caps.
Key Points
We start with a no-cost discovery call to understand your situation, goals, and constraints. If we are a fit, we send a written engagement letter with a fixed fee and a defined deliverables list. Work begins only after the engagement letter is signed and the initial payment is received.
Estate complexity (number of entities, real properties, jurisdictions), tax exposure (federal estate, NY estate, NJ inheritance), trust structure (revocable only vs. multiple irrevocable trusts), and administrative scope (funding, beneficiary review, ongoing maintenance). We will tell you on the discovery call which range you are in.
Frequently Asked
We do not publish fixed numbers because the right plan depends on your situation. We do commit to giving you a fixed quote up front — before any engagement — so you know the number before deciding.
If scope expands materially, we issue a written change order with a defined incremental fee before the additional work begins. No surprise bills.
Next Step
Fixed-fee estate planning for clients in New York, New Jersey, and Ohio.
Drew Jacobs is licensed in New York, New Jersey, and Ohio. Nothing on this page constitutes legal advice or an offer to represent you in a jurisdiction in which we are not licensed.