Two ways to start. A complimentary 20-minute screening call when you want to test whether your situation is the right fit, or a $500 in-depth working session when you're ready to dig in. The fee on the in-depth consultation is credited toward your engagement if you retain the firm. As a solo practice, we accept a limited number of new estate planning clients each month — so every plan gets the attention it deserves.
A short conversation to understand your situation in broad terms, hear an initial reaction, and decide whether to move forward. Best when you're not yet sure what kind of help you need or whether the firm is the right fit.
A working session where we review documents you've already gathered, walk through realistic options, and leave you with concrete next steps. Best when you have a clearer picture of the situation and want substantive legal analysis up front.
A few details will help us route your inquiry to the right place and give you a useful response. We typically respond within one business day.