Below are links to different appointment types depending on your need. As a reminder, we offer services in general estate planning and estate administration. We do not provide services outside of these areas. We recommend that you read through each appointment description before booking. In order to confirm your appointment, we will require basic contact information and a summary of the services you might require so we can confirm we have no legal conflicts in discussing your matter with you.
When you are ready to book the appropriate appointment, use the respective link to access our online scheduler, select the day and time that works best with your schedule and provide the requested information. We look forward to speaking/meeting with you!
Initial Consultation (New Clients Only)
This appointment is for potential new clients only. At this appointment, we will answer your estate planning questions, talk about your estate planning goals and objectives, evaluate your assets, and make planning recommendations. To make this appointment as productive as possible, we will send you a Welcome Packet prior to your scheduled appointment that includes an intake questionnaire that you can complete on your computer, tablet or smartphone. The cost of this appointment varies depending on if you retain our services or not.
Regular Meeting (Existing Clients)
This appointment is for existing clients only and will generally follow an initial design meeting. We will continue addressing your estate planning needs. If you are an existing client, there is no fee to book the appointment, though there may be a fee for the meeting or services provided, which Lauren will discuss with you.
15-Minute Get to Know Us Phone Call
This is a 15 minute phone call to discuss your needs and the services our firm can offer. Lauren will not provide legal advice over the phone, but she can discuss estate planning in general. Lauren will also not provide a quote for services during this call without completely understanding your estate planning goals, which cannot be fully evaluated due to the time constraints posed by this appointment type. Fees will only be quoted at an Initial Consultation.