Estate + Business planning in Portland, Oregon. Personalized service and affordable membership programs.
Estate + Business planning in Portland, Oregon. Personalized service and affordable membership programs.
We really would like to steer clients away from thinking in terms of paying for the documents. What you are paying for is the professional advice, counsel, and guidance of a lawyer with 10 years of experience in estate planning and business planning. Documents are something that you get as a byproduct of that relationship. Clients who plan with Candice can expect to pay between $2500 and $5000 for estate planning services. This includes comprehensive planning for death and incapacity, all communication now and in the future about estate planning, and a free plan review every three years so that you don't waste your investment like most people do. Schedule an Estate Planning Session with Candice to learn about what your family faces if something happens to you.
Candice has created an affordable Guardian Plan kit that you can purchase on her website. The kit is available at three different pricing levels, and if it turns out you need more planning than the kit provides, you can apply what you paid to the cost of additional services. It's truly a win-win.
For our one-on-one clients, the estate planning process is typically a three-meeting process. (More complicated estates can be a 4-5 meeting process.) At the first meeting, the client learns what their estate looks like if they die with the current plan in place. From there, they can identify any areas of concern and plan to avoid anything they don't like. We usually also include the design of the plan in the first meeting if we choose to work together. The second meeting is the signing meeting where the clients signs all of the documents. The third meeting is the final meeting, where the client gets their Estate Planning Portfolio and wraps up the process.
Yes, Candice can review all sorts of business agreements, such as leases, operating agreements, contracts, and more. Contact her by filling out the contact form and specifying what you're looking for
Yes, there is much more to business planning than simply filing your LLC articles with the state. When you're sued in your business, the court will entertain arguments from the party suing you that your LLC is a sham and that they should be able to sue you personally. Whether that argument is successful depends on your business foundation and habits. You should meet with Candice to see what pieces of protection your business is missing. Schedule a Business Planning Session with Candice to learn about what issues you face as a business owner.
If you want, we can do everything via video conference. For things like document reviews, we can use email and the phone to get the work done.
Yes. I can work out custom payment plans, and I have membership programs that you can join that allow you to pay a low monthly fee for a year to get comprehensive services. Learn about my Business Membership program here. My Estate Membership program is in the works.
You should go with whomever you feel gives you the most value for your dollar. The fact is, most estate and business plans will fail. The ones that are successful are that way because of an ongoing relationship between the client and lawyer. That's why I offer flat-fee and membership plans that include all communication about planning and free reviews. I'm giving you the most value for your dollar. Make sure that you're not being penny-wise and pound-foolish. If you invest a small amount today in a plan that doesn't work when you need it, that's not smart. If you pay twice as much for a plan that works when your family needs it, that's smart. Make your legacy be one of responsibility and detailed care for the people you love. Don't leave them with a mess because you wanted to save a few bucks. Schedule your Estate Planning Session here.