15-Minute Estate Planning Phone Consult
The purpose of this call is to figure out if we have the ability to help you. There is no fee, and we will call you at the time you choose. PLEASE NOTE: You will receive a call either from Gwendolyn (our attorney) or April (our Client Services Director), depending on availability.
15-Minute Probate/Trust Administration Phone Consult
This is a complimentary 15-minute consultation with an attorney to determine if we can help with your probate or trust administration needs. We will call you at the time you choose.
Life & Legacy Planning Session
During your Session, we'll go through your family and financial situation, goals, concerns, and questions. You'll receive a "homework" package to complete and return to us beforehand, which will get you financially organized. Gwendolyn sets aside up to 2 hours to give you her full attention.
IMPORTANT NOTE: If you are married, please make arrangements for your spouse to be there too. What we discuss will affect both of you. And if you have young children, it's best to have child care so you can
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