Return Clients
Here are additional resources for Inherit clients, including a library of estate planning information, links to meet with your attorney, Inherit signing services, and menu of our services with prices.
Meet with your Inherit attorney:
Designed for existing Inherit clients who are not looking to make changes to their plan but want to make sure that it still meets their needs, this offering includes a short online interview and a 25-minute attorney consultation, either via Zoom or in person in our Santa Rosa office.
This offering does not include the review or preparation of any estate planning documents.
Designed for returning Inherit clients who want to make changes to their plan or are concerned that changes to their plan are needed, this offering includes an online interview and a 50-minute attorney consultation, either via Zoom or in person in our Santa Rosa office.
This offering does not include the preparation of any estate planning documents. However, it is anticipated that, following this consult, any necessary documents can be purchased, drafted, and delivered without the time and expense of further consultation.
Our Client Legal Review is for your legal questions about anything other than your own estate plan. This package includes a detailed online interview, pre-consult attorney review of the issue presented, a 50-minute attorney consult either via Zoom or in person in our Santa Rosa office, and written opinion, recommendation, or next steps, delivered via email.
This offering does not include the preparation of any estate planning documents.
