Let's get started.
No fuss. No fees.
Your estate planning with our law office starts with a no-cost initial consultation.
Here is what we will accomplish during our initial meeting:
Get to know each other. It’s not all about business. One of our estate planning lawyers, Jordan or Michael, will inquire about you, your family, your assets, your legacy, and your estate planning goals and objectives. We will also tell you about our lawyers’ background and experience.
Go over your options. You can ask general questions and we will explain your estate planning options and our flat fee pricing.
Assess tax liability. We will evaluate your estate and gift tax exposure and, if applicable, discuss strategies to reduce tax liability.
Discuss next steps. If you decide we are a good fit, we will schedule your Florida estate planning design session and go over a few more details about your planning.
Requirements for booking:
- If you are married, both spouses must be in attendance. This is to make the best use of our time together.
- Available to residents of Florida only (or to those who own real estate property in Florida).
We value your time – if any of the above conditions are not met, we will need to cancel your appointment.
