Estate Planning
- Initial Estate Planning Consultation (In-Office)
This consultation is designed to help you begin the estate planning process with clarity and confidence. You will meet with one of our attorneys to discuss your individual goals, family dynamics, and the nature of your assets. Discussio ...
- Existing Client Update Conference (In-Office)
This conference is for existing clients of our firm who wish to review, revise, or ask questions about their current estate planning documents. One of our attorneys will help ensure that your plan reflects your current wishes, circumsta ...
- Execution Conference with Paralegal (In-Office)
This conference is for clients who have engaged our firm to prepare estate planning documents and have completed their review of the drafts. During this conference, you will meet with our estate planning paralegal to formally sign your ...
- Telephone Conference
This telephone conference is for existing clients who have questions or concerns related to estate planning that do not involve reviewing or updating existing documents. Topics may include general planning guidance, clarification of est ...