Limited Scope Representation

Law Office of Margaret B. Sharp: Customized Estate Planning

img_mycase_mobileApp_iphone_ipad_androidAttorney Margaret Sharp is keenly aware that not every person needs a “full-service” attorney when they are searching for assistance with their estate plan. For some people, they simply need someone to help them prepare the proper legal documents to ensure that their property goes to their loved ones following their death, appoint health care agents for themselves, or nominate a guardian for their minor children. That’s one of the reasons she offers an “a la-carte” version of services which includes document preparation for California residents.

How it Works

Some people facing legal issues use Limited Scope Representation (LSR). Clients who retain a lawyer for a limited scope of services pay a set fee for specific legal estate planning documents. This kind of access to an attorney allows the client an opportunity to obtain personal legal advice, avoid the unlicensed practice of law themselves, and limit the extent of services provided by the attorney, thereby reducing the cost of the representation.

Is Limited Scope Representation Right for You?

Before you answer that question, it is helpful to have a clear understanding of what Limited Scope Representation is and what it isn’t. LSR is a way for clients to tap into the services of an attorney, but only for clearly defined, specific purposes. You do everything else on your own, at your own time, and in the comfort of your own home. LSR is not appropriate in situations where you wish to create and establish a living trust in order to avoid probate at your death.

No matter if you choose full service representation for matters such as creation of a living trust, trust administration or probate or limited scope representation for a specific set of estate planning documents, you will receive the same quality of work and service.

When you are unable or unwilling to pay for a full service attorney to handle your entire matter, LSR can be a great way for you to have professional legal help while keeping costs down. Under LSR, you and the attorney agree what specific, limited services the attorney will provide and that you will handle the rest of your legal needs.

There are a number of benefits to choosing LSR:

  • Easy to use
  • Only pay for what you want
  • Obtain attorney drafted estate planning documents quickly

There are times, however, when LSR is not a good choice:

  • Creation of a revocable living trust
  • Funding a revocable living trust with current assets
  • Administration of a trust upon the death of the grantor

When you need basic documents such as a will or powers of attorney, contact the Law Office of Margaret B. Sharp at (310) 841-0357 or use our online contact form. We will be happy to discuss your specific needs with you and offer you affordable, convenient service based on your particular situation. No need to visit our office; all of our document preparation services can be provided to you online via our website thanks to current technology. Contact us today and learn more about the services we offer.

Fees

*no tax planning or trust provisions

Basic Estate Planning Package (Individual) -$500

  • Will*
  • Statutory Durable Power of Attorney for Finances
  • Advance Directive for Health Care
  • HIPAA Authorization – release of medical information to Agents

Basic Estate Planning Package (Couple) -$750

  • Wills (2)*
  • Statutory Durable Powers of Attorney for Finances (2)
  • Advance Directives for Health Care (2)
  • HIPAA Authorizations – release of medical information to Agents (2)

Individual Estate Planning Documents (a la carte):

  • Statutory Will* – $225
  • Individual Will* – $300
  • Advance Directive for Health Care – $75
  • HIPAA Authorization – $25
  • Statutory Durable Power of Attorney for Finances -$125
  • Nomination of Guardian for Minor Children – $75
  • Durable Power of Attorney to Seek Medical Care for Minor Children – $100
  • Transfer on Death Deed for real property in California – $150

Probate – fees are set by statute in California, based on the fair market value of the assets without offsets for liabilities. Contact Ms. Sharp to schedule a preliminary telephone conference.

Limited Scope Representation is not available for the creation or funding of revocable living trusts.