What is a free initial
consultation? It is an opportunity to
discuss your estate planning goals with an attorney at no charge
for the first meeting. During this meeting you will learn what
your options are for trusts, wills, and other estate planning
documents. We will discuss your needs, net worth, family, and
other subjects that could affect your estate planning decisions.
You will also learn how much the total estate plan will cost. However,
free initial consultations are limited to estate plans, and do not apply to
estate administration, trust administration, general questions about law or
estate planning, or other situations.
How long does it take?
Consultations take between 30 and 60 minutes.
The length of time needed will depend on the complexity of the
client's estate and the client's familiarity with trusts and
wills.
What should I bring? Please bring an estimate of your net worth that lists
your major assets and their approximate values. If you have a
will or trust now, please bring copies of those documents.
Is there any further obligation? No. There is no charge for the meeting, and the client
is under no obligation to return to this office for any type
of legal work. No documents will be prepared during the consultation,
which is for informational purposes only.
Why does this office offer
free initial consultations? We want potential
clients to have an opportunity to learn about their estate planning options. Decisions that you make in an estate
plan can affect your family for many years in the future.
How can I make an appointment
for a free consultation? Call 650-965-7300.
