Scheduling
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Initial Consultation
If you’d like to schedule an Initial Consultation with our office to prepare your estate plan, please click here to make an appointment with Rachel or here to make an appointment with Shaila. The cost of the Initial Consultation is $400. However, if you decide to hire our office to prepare your estate plan, the cost of the Initial Consultation will be rolled into the flat fee.
Please note that if we will be preparing an estate plan for a married couple, both spouses should plan on attending the Initial Consultation. Phone Call to Learn More
If you would like more information about our process and services, pricing, or would like to know if we're a good fit for you before scheduling an Initial Consultation, please call our office directly at 208-995-9224. Please note that we cannot provide legal advice during these calls.
For a copy of our current Pricing Schedule, please click here. For a copy of our Client Welcome Packet, which includes information on our process and approach to estate planning, please click here. Probate/Trust Administration Meeting
If a loved one has died and you need assistance administering their Trust or probating their estate, we can help you with this process. If you need assistance probating a loved one's estate, please click here to schedule an appointment. If you need assistance administering a trust after a loved one's death, please click here to schedule an appointment. You are also welcome to call our assistant Jenna at 208-995-9224 to schedule by phone. Once you schedule an appointment, we will email you a list of information to bring to the meeting.
Returning Client Meeting
If you are a returning client who would like to meet with us to review your current estate plan, make changes to your estate plan, or discuss another matter, we are happy to help you with this process. We are always delighted to see our past clients again. Please use the links below to schedule a "Returning Client Meeting" with Rachel or Shaila. We charge by the hour for this type of meeting at our current hourly rate of $420/hour. We are happy to meet with you by phone, Zoom, or in person.
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