The first step to obtain an estate plan is an initial consultation, at which one of our lawyers will ask questions to understand your unique situation, and discuss the options that may help you reach your objectives. This no-pressure meeting is meant to educate you, to help you find solutions that meet your needs and budget. For some clients, a single consultation with our firm is enough to provide the information they need. Others may then ask us to prepare a simple Will or Trust, and some may want a more complex estate plan. Whatever you choose, you will leave the initial consultation with an understanding of the options that fit your needs and your budget.
Our charge for initial consultations is $250, and we do accept credit cards for convenience. Should you choose to hire us to prepare your estate plan, your consultation fee will be credited toward the cost of your plan. We will then work with you to prepare your estate plan, and help you implement the plan.
We also believe an effective estate plan requires regular attention, and we like to work with our clients to ensure their estate plans provide the necessary protection on an ongoing basis. Too often, attorneys provide estate plans that make sense today, but they do not adjust for important life changes. By maintaining a working relationship with Windtberg & Zdancewicz, we can help ensure that your plan will provide the intended protection when you need it.