How do I Begin the Estate Planning Process?
Fill out the form below, Email or Call My Office:
Tell me about your estate planning objectives. If my office is able to assist you in achieving those goals, we’ll schedule a complimentary, one-hour consultation at a time that’s convenient for you.
Complimentary One-Hour Consultation
During your consultation, we’ll take a deeper look at your estate planning goals and explore the options that best suit your needs. If you’re planning a joint estate plan with your spouse, it’s important that both of you attend this meeting. You’re encouraged to ask questions and share any “what-if” scenarios you’ve considered. Once I have a clear understanding of your unique circumstances, I’ll provide tailored recommendations and explain which estate planning documents would be most effective for your situation and which may not be necessary.
At the conclusion of our meeting, if I can assist you in achieving your estate planning goals, I’ll provide a clear explanation of the fee for my services. In most cases, estate planning is handled for a flat fee that we agree upon in advance. You’ll know exactly what to expect, with no hourly billing or surprise charges.
You Decide
If you decide to move forward, we can begin the process of collecting the information to customize the plan for you and your family. Most of this phase can be accomplished via e-signatures and a secure online portal for uploading documents; however, in person meetings are always available.
If you need more time to consider your options, or if you choose not to proceed, that’s perfectly fine. There is no charge for the consultation, and as always, our discussion will remain completely confidential.