We offer estate planning services on an affordable, flat-price basis. There are no surprises here.
For potential clients that are new to the estate planning process, or who wish to make changes to existing documents, we will generally offer a complimentary consultation. This is much more than the typical “meet and greet”or doom and gloom, sales-pitch type session offered when most attorneys offer a “free consultation.” With our firm, you will receive 1-2 hours of genuine advice and guidance on every aspect of your estate planning needs. We will literally sit with you and help you figure it all out in a relaxed and informative meeting.
Towards the conclusion of your consultation, once we’ve helped you sort through exactly what you want and need, and assuming we appear to be a good mutual fit, we will provide you with a fixed-price to implement the estate plan we’ve just designed with you. The overwhelming majority of people find that the fixed-price offered at that time is very acceptable, and choose to become clients of our firm. That said, the decision will be yours to make and we have no attachment to what your decision is.
Over the past 11 years, the above approach has worked out great, and we’ve found that the right clients for our firm are naturally attracted to continue the process of working with us to complete their estate plans.
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