Time: 20-Minute Consultation
Fee: None
Meeting: Zoom (In-Person option not available)
To Do: Please complete the firm’s Quick Intake Form prior to your meeting.
Time: 20-Minute Consultation
Fee: None
Meeting: Zoom (In-Person option not available)
To Do: Please complete the firm’s Quick Intake Form prior to your meeting.
This is an opportunity for us to meet and share. It’s a time for me to learn about your goals, wishes, concerns and for you to learn about me and the firm’s process.
Time: 60 Minutes
Fee: $500
Meeting: Zoom (In-Person option available at an increased fee rate)
To Do: Please complete the firm’s Who/What form prior to your meeting. If the form is not completed prior to the meeting, our meeting may run longer than 60 minutes. You may be charged for the firm’s 90-minute session ($750).
During this meeting:
Note: If our firm is retained within 30 days of this meeting and we prepare Contingency Planning documents, that FEE is applied to that engagement.
The Initial Consultation/Who, What, How/Draft Review meetings are all conducted via Zoom.
If we are all on our game, generally, this process takes about eight weeks. This sort of planning is not just for the wealthy. Let’s get your Personal or Family Contingency Plan in place and cross that weighty item off your “To Do List.”
The truth is, none of us know when we will die… just because something was previously unimaginable doesn’t mean it won’t happen.