The following is a schedule of fees for activities commonly undertaken by this firm, presented for the purpose of providing an estimate of expectations. This list is by no means exclusive. The listed items and amounts are not binding on either party unless specifically agreed to by both the firm and the client. The items are subject to change from time to time. The following presumes that complete and accurate data is provided by the client in a timely manner.

The advance notes will be placed in the firm’s client trust account, subject to the provisions in our fee agreement.

Rates are subject to change without notice other than a posting on this web-site.

 

Download the Schedule of Standard Fees

Wiegand Attorneys Standard Fees 2016.pdf101 Kb

 


 

Standard Estate Planning

Including initial interview, review of the client-completed Estate planning Questionnaire in the form submitted by the firm, evaluation of the desires and needs of the client, proposal of a complete plan, and drafting of a standard Last Will, Living Trust, Durable Power of Attorney, and Living Will & Durable Medical Power of Attorney. Does not include probate proceedings or tax returns.

  • Fee: $2,500
  • Advance: $2,500

Additional Estate Planning

Additional Estate Planning, for such things as a Special Needs Trust (settled with beneficiary’s own assets), a Supplemental Needs Trust (settled by other than the beneficiary), an Incentive Trust, or Living Trust in lieu of Guardianship. Does not include probate proceeding or tax returns.

  • Fee: $3,000
  • Advance: $3,000

Complicated Estate Planning

For large estates (approaching or over the exemption equivalent) with such requirements as “dynasty” trusts or “asset protection” trusts. Does not include probate proceedings or tax returns.

  • Fee: Standard hourly rates
  • Advance: $7,500

Simple Gift Planning

Simple Gift Planning, such as 2503(c) Qualified Minor’s Trust, Qualified Non-Resident Spousal Trust, Irrevocable Life Insurance Trust. Does not include probate proceeding or tax returns.

  • Fee: $1,250
  • Advance: $750

Business Formation

Business Formation, including initial interview, review of the proposed plan of business and consideration of appropriate form of organization, reservation of name, preparation of necessary basic Articles for formation, Bylaws or Operating Agreement, and initial Minutes necessary to effect organization.

  • Fee: $2,500
  • Advance: $1,500

Business Acquisition

Business Acquisition, including initial interview, review of the proposed plan of acquisition and of continuing operations, consideration of appropriate form and structure of acquisition and drafting of appropriate forms. Does not include necessary Business Formation of acquiring vehicle (if necessary). Does not include, and assumes that client has performed, necessary due diligence examination of target.

  • Fee: $5,000
  • Advance: $5,000

Probate

Probate including review of list of assets provided by the client, preparing and filing petition and obtaining Letters Testamentary, preparing and publishing and filing Notice to Creditors, preparing and filing the final order of distribution. Does not include final individual income tax return, fiduciary income tax returns, or federal or state estate tax returns.

Estate of less than $500,000 in assets

  • Fee: $2,500
  • Advance: $1,500

Estate of less than $1,000,000 in assets

  • Fee: $5,000
  • Advance: $3,500

Estate of $1,000,000 + in assets

  • Fee: Standard hourly rates
  • Advance: $5,000

Estate Tax Returns

Estate Tax Returns including federal estate tax return and Colorado estate tax return. Does not include fiduciary income tax returns. Does not include multiple communications with the government agency or supplemental returns. Does not include bookkeeping task of collating and sorting data.

  • Fee: $5,000 + electronic filing fee
  • Advance: $3,000

Fiduciary Income Tax Returns

Fiduciary Income Tax Returns including federal and Colorado (per year) based on data provided by client, including Forms 1041 and Schedules A, B, G, I, and D. Does not include bookkeeping task of collating and sorting data. Includes electronic filing.

  • Fee: $1,500 + electronic filing fee
  • Advance: $750

Individual Income Tax Returns

Individual Income Tax Returns including federal and Colorado (per year) based on data provided by client, including Forms 1040 and Schedules A, B, and D. Does not include bookkeeping task of collating and sorting data.

  • Fee: $575 + electronic filing fee
  • Advance: $575

Base Hourly Rates

  • Principal Robert Wiegand II $325.00
  • Associate Attorney (+ 20 years experience) $315.00
  • Associate Attorney (+ 10 years experience) $300.00
  • Associate Attorney (+ 5 years experience) $250.00
  • Associate Attorney (<5 years experience) $225.00
  • Law Clerk or Paralegal (+ 5 years experience or advanced degree) $160.00
  • Law Clerk or Paralegal (<5 years experience) $130.00
  • Accountant (+ 5 years experience or advanced degree) $100.00
  • Bookkeeper (<5 years experience) $60.00