Do I need an Estate Attorney

How do you know if you need to see an Estate Attorney?

How do I get started?

The first step toward protecting yourself is to gather some information about your situation. In order to effectively advise our clients we request that you take the time to fill out our questionnaire regarding your family, assets, income and other issues pertinent to your estate plan. Completing this questionnaire before your first meeting helps to reduce your legal costs.

Confidential Family Information Worksheet

During our first meeting…

We will discuss in detail your goals and objectives; as well as make preliminary recommendations. We will also quote a fee for the preparation of the estate planning arrangements you choose to implement. Generally, there will be a second (and often final) meeting in which we review your documents, answer your questions, modify them if necessary, and sign them. The entire process is generally completed in three to six weeks. In emergency situations, the process can be completed in 24 hours.

Contact Us for more information…

Learn more about Asset Protection.
Have questions/concerns about what will happen with your assets? Asset Protection is the legal protection of your rights and desires.
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