Select this meeting if you need:
Financial Power of Attorney
Healthcare Power of Attorney
Healthcare Directive/Living Will
Last Will & Testament
Small Business Planning
Family Limited Partnerships/LLCs
The fee for an initial consultation is $100.
When you set up an appointment, we will send you a questionnaire designed to gather preliminary information about your concerns/objectives and about the nature and extent of your assets. The initial consultation meeting lasts about one hour. At that meeting, our attorneys will discuss with you your estate planning concerns, your expectations, your goals, and any potential issue relevant to your situation. Our attorneys will give you preliminary suggestions as to how to address your concerns and either offer a specific estate planning recommendation or frame the issues you need to resolve before a plan can be structured.
After the initial meeting, you will receive an engagement proposal if you want us to prepare the documents or assist you in taking the other steps necessary to implement the plan. The majority of our estate planning work is done on a flat or set fee basis that is discussed with you at the initial meeting once we know the extent of the work involved. If you hire our estate planning firm (most do) then the consultation fee is credited to our retainer and becomes part of the flat fee when you pursue within 30 days of the consultation.
If you choose phone, the attorney will call at the specified time.