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FAQs

• What should the customer know about your pricing (e.g., discounts, fees)?

  Most estate planning services are offered on a flat rate basis so there are no surprises for anyone on the backend. Generally speaking, a comprehensive plan without a living trust will be, on average, around $1,200, while a plan incorporating a trust will be, on average, around $2,100.

• What is your typical process for working with a new customer?

  I like to kick off each new representation with an intro call to learn about you, your situation and your objectives. This also gives me an opportunity to tell you a bit about myself and the firm as well as explain my estate planning process in general and answer any initial questions you may have. From there, if it seems like a good fit, we get an engagement letter drafted up and set you up with access to the firm's virtual office space. This gives us the ability to work through the planning process in a convenient, low pressure way. Once that's set up I send over an intake questionnaire for you to complete and compile the specifics I'll need for getting your plan in place. Once that's submitted back to me I can typically have draft documents for us to review together in around 1 week.

• What education and/or training do you have that relates to your work?

  I received my juris doctor from the University of the Pacific in 2010 with a focus on taxation and a B.A. in political science from the University of Wisconsin-Madison. I am not a general practitioner and focus my legal representation solely on estate planning and transactional business work.