FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
All of our work involves flat fees that are transparent and discussed in advance. No fees will be discussed before a consultation. We are about relationships, not mere document production. We offer 10-15% discounts for seniors, first responders, military veterans, health care professionals, and teachers.
- What is your typical process for working with a new customer?
We begin with a preliminary call or Zoom Meeting (approximately 15 minutes). This is designed to give prospective clients basic information about estate planning, discuss our process, and answer preliminary questions. If there is a match, we schedule a free, no-obligation consultation. We may ask for a credit card number to hold the appointment to prevent canceled appointments and ensure the seriousness of potential clients. The card is not charged, assuming no last-minute cancellation and the client fulfills the pre-meeting intake process.