What We Do

Yes, completely. The 15-minute phone consultation has no cost, no obligation, and no preparation required. It exists to answer your first questions and help you figure out whether moving forward makes sense for your family.

It depends on the type of plan your family needs. Because we charge flat fees, you'll know the exact cost before any work begins — there's no hourly billing and no uncertainty. The free consultation is the fastest way to get a specific answer for your situation.

That depends on your plan. Most families receive some combination of a will, financial power of attorney, healthcare power of attorney, and advance directive for healthcare. Families with more complex needs may include a revocable living trust, special needs trust, or other documents. Daniel will walk you through exactly what your plan includes before you commit to anything.

Not to the phone consultation — just yourself and your questions. Before the design meeting, it's helpful to have a general sense of your assets, the people you'd want to name in your documents, and any specific concerns on your mind. We'll guide you through the rest.

It's a recorded or documented session conducted at the signing stage of your plan. We ask you about your personal history, your values, and the messages you want to leave for the people you love. It becomes a permanent part of your estate plan — something your family will have long after the legal work is done.

Some do, most don't. Hourly billing is still the norm at many firms, which creates pressure — for the client and sometimes the attorney — to keep meetings short and questions to a minimum. Our flat fee model eliminates that friction entirely. You pay one agreed-upon price, and the process takes as long as it needs to.