more than just a free consultation
We are different. And this is why it's important to you.
Many lawyers offer "free consultations." Sometimes, these are held by paralegals or other non-lawyer staff and referred to in the office as "intake meetings." If that sounds cold and sterile, that's because it is. And often, these appointments result in an expensive set of documents that will collect dust on your shelf, doing little to address your real and unique planning concerns. We do things differently so that we can work with a limited number of families each month and give them the attention and time they deserve.
Origins Planning Session.
Rather than hurry you through an initial meeting, we set aside two hours for you to meet directly with one of our attorneys so we can get to know you and learn about the important planning considerations in your family. We answer questions and discuss a plan that is tailored to you- one that you understand and benefit from immediately. This time and attention mean that we are often booked two to three weeks in advance, but we strive to be worth the wait.
The welcome package.
This is the start of an important relationship, and we treat it like one. When you schedule your session, we send a welcome package to you by mail to prepare you to get the most from your Planning Session. Whether or not you retain us, you'll find this packet full of helpful information to organize your affairs so you can make the best decisions for your family.
At the Planning Session, we will learn if we are a fit for you and you for us. For those who go forward, we offer flat fees so you can feel comfortable calling our office at no extra charge any time. In the meantime, our attorneys draft your estate plan and review it with you in a second meeting. Finally, our notary goes to your home or other convenient location for you and your witnesses to sign the final documents.
Usually this entire process takes 15 to 45 days, depending on your family situation. We use this time to get to know you, draft tailored estate plans for your particular needs, and be sure you have time to think about your plan and ask questions. Then, we follow up each year to say hello and ensure that your plan still works for your circumstances.