To fully understand your needs, I offer an initial Will & Trust Strategy Session. Your session will usually last about 45 minutes to 1 hour (depending on how many questions you have).
During our time together, I will personally talk with you to learn more about your situation, any unique circumstances that need to be accounted for, and we will explore your planning goals.
This allows me to help you develop your Will & Trust Roadmap™ - a comprehensive outline of every legal document that we will draft to secure your family, money, and property.
Prior to the end of the meeting, we review all of your options together and answer any questions that you may still have unanswered.
My goal for your Strategy Session is that you leave with the peace of mind that all of your questions are answered and that you have the best possible roadmap in place to protect your family.
Lastly, this meeting allows me to quote you on the exact fee you can expect if you decide to retain my services in the future.
I’ve had clients that I quoted $0 because after reviewing their existing plan, their goals could be accomplished without needing to hire us.
At the end of our meeting, you may choose to retain my services, but there is absolutely no obligation to do so.
All of my plans are offered on a flat fee basis so you will know exactly how much your plan will cost before you ever move forward.
There is no hourly billing or surprise fees like other firms!
Finally, I always allow you to pay over time in installments so that you can begin the process now and pay the balance later.