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The first step in the estate planning process is an Introduction Meeting with one of our attorneys.


In the interim, we are conducting New Client Orientation Workshops on a regular basis via video webinar.  We can also provide private (i.e. non-group setting) New Client Orientation Workshop in a one-on-one setting using social distancing and face masks.


If you are married or have a significant other, both spouses should plan to attend. There is no charge to attend the New Client Orientation Workshop and no obligation to retain our firm.

To schedule a one-on-one private New Client Orientation Workshop please contact our office by phone.  You may also register to attend the webinar version of the New Client Orientation by clicking the link below.

Topics to be covered at a
New Client Orientation Workshop include:

  • What to consider before meeting and selecting an estate planning attorney.

  • Why most living trusts do not work and how to assure your trust meets your goals.

  • How to leave assets to your loved ones protected against divorces and creditors.

  • How legal fees are determined and strategies to reduce your overall costs by 50% or more.

  • Probate - what is it, why does everyone want to avoid it?

  • What is the real cost of Probate?

  • What is Trust Funding and why is it essential to the success of my living trust?

  • Why should I have professional counseling on how to fund my living trust?

  • The Estate Planning Process - who do you meet with and how to prepare?

  • Counseling versus Word Processing - what are you really paying for?

  • How to make life easier on your loved ones during troubling times.

  • Do your children know what to do at the right time?

  • Why many Living Trusts do not avoid probate?

  • How often should I update my estate plan?

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