We do not want the stress of the clock ticking and hourly costs accumulating to affect our understanding of your situation or the effectiveness of your estate plan. For this reason, our comprehensive estate plans are charged out at a flat rate which encompasses the completion of your estate plan within a one-year period.
During this time, we will gather information and records related to your estate and financial position, discuss objectives, and possibly interview those who have a legal or moral claim to your estate. You will also meet with multiple MacMillan Estate Planning experts during this time. If services are performed by third party professionals, whether it is someone in your current team or individuals we recommend, charges for their services will not be included in the flat rate.
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