Schedule Your Estate Planning Strategy Session

New Estate Planning Clients begin with a Strategy Session, a one-hour appointment to discuss the issues you are facing and develop a strategy for adddressing them. These strategy sessions take place in our office or can be done by Zoom or Microsoft Teams Meeting. The fee for the hour is $300. The value of the legal advice and education you will receive far surpasses the fee. In some cases we are able to solve the issue in the hour, saving the client time and money.  If you decide to have us prepare an estate plan for you the $300 is credited toward the cost of the plan.

 

If you would rather email or call to set up a strategy session please call (937) 402-2348. We look forward to your call or email and helping you get from where you are to where you want to be, keeping you and your family out of Court and conflict!

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View our availability and schedule a Strategy Session