top of page

Flat Fee Estate Planning Consultation for New Clients

Use this page if you are ready to book and reserve your virtual (via Zoom or by phone) estate planning consultation with our office at the next available date. This page is designed for new clients who would like to immediately book online a one hour consultation with our office to discuss their estate planning needs and our various flat fee estate planning packages.  Your prepaid flat fee will hold your reservation on our calendar and pay for the time and legal advice given to you during this one hour legal consultation at a reduced flat fee rate. 


When you pay to reserve your appointment in advance, we request but do not require that you fill out and return our estate planning questionnaire at least 48 hours before the date and time of your meeting. We cannot begin working on any estate planning draft documents for you until we receive this completed questionnaire. For that reason it is highly suggested to complete this questionnaire before your meeting so that this meeting can be as efficient and productive as possible. 


You can learn more about estate planning and download our custom estate planning questionnaire at this page. You will also receive a link to complete our questionnaire via JotForm as soon as you complete the checkout and booking process via Calendly below. 

bottom of page