Essential Plan Consultation

Service Description

This one-hour consultation is the starting point for your Essential Estate Plan — a package that gives you the three foundational documents every adult should have: a Last Will & Testament, a Health Care Power of Attorney, and a Financial Power of Attorney. During this call, we will take the time to understand your specific situation, discuss your wishes, and make sure the Essential Estate Plan is the right fit for you. If your needs turn out to be more complex than anticipated, we will talk through whether a more comprehensive plan makes sense — and any fee already paid will be applied toward that upgraded 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 wishes, your family, and your assets A plain-language explanation of what each document does and why it matters Honest guidance on whether the Essential Plan fully meets your needs or whether additional planning would serve you better. Who is this for? Individuals who want the three core estate planning documents in place Married couples seeking a straightforward plan that covers both partners Parents of minor children who need a Will with a guardianship provision Anyone who has been putting off their estate plan and is ready to take the first real step No legal jargon. No office visit required. Just an honest, focused conversation to make sure you leave with a clear path forward. The $100 consultation fee is credited toward your Essential Estate Plan upon signing your engagement letter.