Comprehensive Plan Consultation

Service Description

This one-hour consultation is the starting point for your Comprehensive Estate Plan — our most thorough planning package, built around a Revocable Living Trust. This plan is designed for individuals and couples who want to avoid probate, protect their assets, and ensure a smooth, private transition for their loved ones. During this call, we will take the time to understand your specific situation in depth — your family dynamics, your assets, your wishes, and your long-term goals. We will discuss whether a Revocable Living Trust is the right vehicle for your needs, and if your situation calls for additional planning beyond the Comprehensive package, we will talk through those options together. Any fee already paid will be applied toward that upgraded or expanded service. If you decide to move forward, you will receive an engagement letter to review and sign, along with an invoice for the remaining balance. Once that is complete, you will be sent a detailed questionnaire and a plain-language guide to help you think through every decision at your own pace. What to expect: A thorough, unhurried conversation about your family, your assets, and your legacy goals A plain-language explanation of how a Revocable Living Trust works and why it may be the right choice for you Honest guidance on whether the Comprehensive Plan fully meets your needs or whether additional planning would serve you better Who is this for? Individuals and couples with real estate, business interests, or complex asset structures Anyone who wants to avoid the time, cost, and public nature of probate Parents who want to ensure a smooth, private transition of assets for their children Anyone who has outgrown a basic Will and is ready for a more sophisticated plan No legal jargon. No office visit required. Just an honest, in-depth conversation to make sure your plan reflects your life. The $250 consultation fee is credited toward your Comprehensive Estate Plan upon signing your engagement letter.