Read the descriptions to choose the correct appointment. Potential new clients can choose a complimentary "Initial Discovery Call" or any of the paid 2-hour first meetings, depending on which services you are seeking.

    • Initial Discovery Call

      15 minutes

      If you have questions about our services and need more information, feel free to contact us via the contact form on our website, or set up a complimentary 15-minute phone call. This call is offered to potential clients only. Please do n ...

    • Estate Planning session, first meeting

      2 hours @ $525.00

      This is the initial estate planning meeting, and it lasts up to two hours. In this meeting, we will go over your asset and family situation and show you what things look like for your family if something happens to you with the current ...

    • Estate Administration first meeting

      2 hours @ $525.00

      This meeting is for potential clients who have a loved one who died and need a consult to discuss the probate process and other estate administration issues. Give yourself enough time to fill out a worksheet regarding assets and family. ...

    • Business Planning session, first meeting

      2 hours @ $525.00

      This is the initial business planning meeting, and it lasts up to two hours. In this meeting, we will go over your asset, family, and business situation and show you what things look like for you, your family, and your business if somet ...

    • Elder Law Planning session, first meeting

      2 hours @ $525.00

      This is the initial Elder Law Planning session, for people who want to set up an estate plan that includes long-term care planning to protect Medicaid and/or VA eligibility, or for people who need to qualify for Medicaid now. Please giv ...

    • Guardianship/Conservatorship session, first meeting

      2 hours @ $525.00

      This is the initial meeting to strategize about guardianship and/or conservatorship for your loved one, and it lasts up to two hours. In this meeting, we will go over your loved one's personal situation and assets and discuss how we can ...

    • Estate Planning/Elder Law session, signing meeting

      1 hour

      This is for clients who have met with me and designed their plan. This will be the meeting where we sign all of your estate planning documents. **I need 4 weeks' notice of this meeting unless we agree to a shorter timeframe, which may c ...

    • Business Planning session, signing meeting

      1 hour

      This is for clients who have met with me and designed their plan. This will be the meeting where we sign all of your business planning documents. **I need 4 weeks' notice of this meeting unless we have agreed on a shorter time frame, wh ...

    • Estate Planning/Elder Law session, third meeting

      1 hour

      This is the final meeting in our estate planning process. You will get your Estate Planning binder to take home and we will go over your binder with you and answer any remaining questions. **I need 4 weeks' notice of this meeting.**

    • Business Planning session, third meeting

      1 hour

      This is your final meeting where you get your Business Planning binder to take home and we go over the binder and answer any remaining questions. **I need 4 weeks' notice of this meeting.**

    • Miscellaneous client meeting

      30 minutes

      This is for existing clients only who need to discuss an issue via phone or in person.

    • Miscellaneous client meeting

      1 hour

      This is for existing clients only who need to discuss an issue via phone or in person.

    • Client 3-year review meeting

      1 hour

      This is for existing clients only, to schedule a complimentary 3-year plan review. If you are signing documents, please schedule a Signing meeting instead. If you are doing something other than your 3-year plan review, schedule a Miscel ...