APR Process and Fees
The APR is a thorough analysis of circumstances and goals with recommendations for action. It is a good starting point if a client is uncertain about what action to take regarding a business or investment structure or defending assets. In terms of format, the APR is a dialogue between attorney and client (rather than some sort of glossy formal analysis or report). It is conducted entirely online, supplemented by phone if necessary, and may consume up to two hours of attorney time. The APR automatically concludes after three calendar days.
APR fees are $650 for issues up to $600,000; $600,000 to $1.1M – $850; $1.1M to $5M – $1,500; in excess of $5M – $2,500. Litigation Review. For review and evaluation of pending or threatened litigation: Fees are $650 for issues up to $600,000; $600,000 to $1.1M – $850; $1.1M to $5M – $1,500; in excess of $5M – $2,500.
Beginning the APR
If you would like to proceed with an APR, we would ask that you provide us with a concise list of assets and liabilities (not full financials); a concise summary description of your current entity/asset protection structure, if any; and a description of legal action that may be currently on file or threatened, along with copies of the pleadings (Original Petition and Original Answer) in any pending lawsuit. If litigation is pending, we would also need to know if any discovery (interrogatories, requests for production) has been served upon you, and if you have yet replied. If so, we will need copies.
We are an email-oriented office, so our online consultations begin with an email back-and-forth dialogue between attorney and client, which may be supplemented by a follow-up phone call if necessary. We’ll need a concise email summary of the facts of the case and a list of any questions the client may have, along with background documents, if any. Our attorney’s objective is to first gather basic facts and documents, after which he can offer a legal opinion, answer questions, and advise on suggested options. The maximum available attorney time is one hour or two hours (depending on the type of consultation involved) which may be spread over up to three calendar days, after which the consultation automatically concludes. This process has proven very popular with clients, because it is unrushed and the client has a written email record of the legal advice given.
We make every effort to respond promptly to emailed questions during business hours on business days (defined by CST). Our response time for online consultation questions (and most online document preparation projects) is usually one to two business days from the time we receive all necessary information and payment from the client – but it can be sooner depending on our backlog.
Advance payment is required for both online and in-office services. No free attorney time is available. In the case of online consultations and document preparation, files go into our queue in the order in which payment is made. Note that we do not open a file or save attachments until payment is made . . . so please wait until after you have retained us to send documents and attachments, as there will be no file to put them in. For in-office appointments, payment must be received before the appointment goes onto the attorney’s calendar.
There are a variety of available payment options including credit/debit and Paypal, as well as wire transfer and direct deposit to our operating account at Wells Fargo. If you would like to have a no-obligation itemized statement prior to making payment, we will gladly provide one.
Supporting and Background Documentation
After retaining us (not before please, since we will not yet have set up your file), please send copies of supporting documents by email or fax to (832) 201-5327. We will need to see these in order to thoroughly advise you. Please supply only documents that are directly relevant to your legal issues.
No Tax, Bookkeeping, or Accounting Advice
We are not tax advisors, nor do we have a CPA on staff. All clients are encouraged to consult a qualified CPA, as part of the client’s professional team, in order to be fully informed on the tax and accounting implications of a proposed real estate or business transaction.
Please click below to complete our Client Inquiry Form. No appointment is necessary. Our initial response will be preliminary and general in nature and not a formal legal opinion. You will then have the option of proceeding with paid legal services if you wish.
Thank you for your interest in our law firm. We look forward to being of assistance to you.