FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge a flat fee for preparing wills, trusts, health care directives, and other planning documents. The client always knows at the beginning of the representation what the total cost will be.
- What is your typical process for working with a new customer?
I send out an estate planning worksheet for a new client to complete before the initial meeting, which is conducted without cost or obligation.
- What education and/or training do you have that relates to your work?
I received my law degree from the William & Mary School of Law, and I received a certification from the National Institute of Certified Estate Planners.