I'm Seeking Information about Legacy Counsel's Estate Planning Services
This is a complimentary 15-minute consultation with an attorney, so you can tell us more about your estate planning needs, and we can explain our process.
I'd Like to Know How Legacy Counsel Can Help Me with Probate or Trust Administration
This is a complimentary 30-minute initial meeting to discuss a prospective client's probate or trust administration needs.
I Want to Book a Life & Legacy Planning Session
This is a working meeting with an attorney to review what would happen to you and your assets if you were to become incapacitated or die under your existing plan. If there's something about that outcome you'd like to change, and if we believe you're a good fit for our firm, we will offer to design a custom estate plan for you. Only if you conclude that the cost of planning is worth the desired outcome would you choose to work with us.
I'd Like to Book My Personal Representative Strategy Session
This is a 30-minute meeting with the attorney and probate paralegal to discuss your duties as a personal representative and to answer your burning questions.
I'm an Existing Client with a Question for the Attorney
This is a 15-minute telephone conference between an attorney and existing client. It may or may not be billable, depending on the existing financial arrangement.
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