Arrangements for Estate Planning

At Epstein & O’Donovan, we try to meet the needs of our estate planning clients in an efficient and cost-effective manner. Toward that end, we offer this explanation of the services we provide and how we charge for them. We also highlight some issues that often arise in the estate planning context and how we propose to handle them.

Exchanging Information
Scheduling Initial Appointment
Legal Fees
Preparation of Your Documents
Storage of Documents
Multiple Clients
Retitling of Assets
Retirement Plans
Our Firm as Your Fiduciary
Billing


The law firm’s state-wide practice is restricted to drafting wills and trusts of all types, advising individuals on matters of gift tax, estate tax, generation skipping transfer tax and fiduciary tax, probating estates, administering trusts, advising individuals on business succession planning and wealth preservation, representing parties in probate and trust litigation matters, counseling individuals involved in guardianship and conservatorship matters and advising charitable organizations.

This web site is for general information purposes only and is not intended as advertising. The information presented here is not intended to be relied on as legal advice. If you have a question about a point of law as applied to particular facts, please consult legal counsel. The authors are members of the Maine bar. Use of this site does not create an attorney-client relationship between you and Epstein & O'Donovan LLP

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Epstein & O'Donovan LLP
Two Monument Square
Portland, Maine 04101
tel: 207-772-4100
fax: 207-772-1300
email: info@willsandtrusts.com
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