Our Fees

The Value Question: Why Professional Legal Services Matter

When facing long-term care decisions, Medicaid planning, or estate protection challenges, the question isn't just "How much will an attorney cost?" but rather "What will it cost my family if I don't get professional help?"

Consider this: A single Medicaid planning mistake can cost hundreds of thousands in lost benefits or unnecessary spend-down. An improperly structured asset transfer can trigger five-year penalties. A DIY approach to elder law can devastate carefully built family wealth. Against these risks, professional legal fees represent not an expense, but an investment—often returning 10 to 50 times their cost in protected assets and secured benefits.

Fees for Elder Law and Estate Planning

Step 1: Free Initial Screening

What Happens:

Complete our online contact form or call the office
We review your situation basics
Determine if we can help
Verify Florida jurisdiction
Confirm elder law issues & estate planning issues

What You Learn:

Whether your issue falls within our expertise
If Florida law applies to your situation
Next appropriate steps

Time Investment: 5 minutes for form completion

Cost: FREE

Step 2: Free Intake Call with Legal Staff

Once we confirm we can help, you'll be scheduled for a structured intake call with our experienced legal assistants or Attorney Jason Quick.

Preparation Required:

Complete detailed intake form
Gather basic financial information
List primary concerns and goals
Note specific questions

What We Cover:

Detailed situation assessment
Preliminary strategy discussion
Timeline expectations
Document requirements

Accelerated Service Tip: Provide comprehensive information in writing. The more detail you provide upfront, the faster we can assess and prioritize your case.

Time Investment: 20 minutes

Cost: FREE

Step 3: Initial Attorney Consultation—Your Strategic Planning Session

The Investment That Changes Everything

This isn't a sales meeting—it's a working session where you receive actual legal advice, specific strategies, and clear action plans.

Our 75-90 Minute Consultation Includes:

Understanding Phase (20 minutes):

Uninterrupted opportunity to explain your situation
Review of financial and family dynamics
Assessment of immediate vs. long-term needs
Identification of critical timing issues

Education Phase (20 minutes):

Clear explanation of applicable laws
Available strategies for your situation
Pros and cons of each approach
Timeline and process realities

Strategy Phase (30 minutes):

Specific recommendations tailored to your goals
Step-by-step action plan
Risk assessment and mitigation
Alternative approaches if needed

Planning Phase (20 minutes):

Detailed fee quote for recommended services
Scope of work explanation
Timeline for implementation
Your questions answered completely

Investment: $395

Value Delivered: Actionable legal strategy worth thousands in protected assets. Not a sales pitch!

Step 4: Completion of Estate Plan & Elder Law Documents

The total cost of your estate plan and/or Medicaid planning & asset protection will be quoted after your consultation. If you proceed with our firm, we will credit the cost of your consultation towards your final balance. We charge market rates for our services in line with other Elder Law attorneys in our area. The cost depends on the complexity of your plan and whether you desire ongoing maintenance and support from our office. Trusts for individuals start at $3,000 and for couples start at $4,000.

Fees for Social Security Disability Matters

There is no charge for consultations in Social Security disability claims. There is no fee unless we win your case. Our fee is a contingency fee only and we receive 25% of any past due benefits you are awarded, with an additional cap under Social Security's rules. There are no other attorney fees except those approved by Social Security.