Initial Consultation
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Initial Consultation – Let’s Get Your Plan Started!
Our initial consultation is a working meeting in which we’ll discuss your goals for your estate plan, and I’ll describe the basics of the estate planning process. After listening carefully to your needs and wishes, I’ll offer my recommendation on what type of plan will work best to meet your needs. We’ll also set up a timeline for completing your plan, and I’ll give you materials that will help organize and simplify the estate planning process. The cost of the consultation is $250 and is due on the day of our meeting. However, this fee will be applied towards the cost of your estate plan if you decide you’re ready to move forward and check your estate plan off your “to do” list! Ready to Get Started on Your Estate Plan? |