Client Consultation

$450.00

Designed for existing Inherit clients who want to make changes to, or have questions about, their estate plan, this offering includes (1) a short online interview, (2) pre-consult attorney review of the issues and documents presented for review, (3) a 50-minute attorney consultation, either via Zoom or in person in our Santa Rosa office, and (4) a written opinion or recommendation.

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 need for any further consultation.

Designed for existing Inherit clients who want to make changes to, or have questions about, their estate plan, this offering includes (1) a short online interview, (2) pre-consult attorney review of the issues and documents presented for review, (3) a 50-minute attorney consultation, either via Zoom or in person in our Santa Rosa office, and (4) a written opinion or recommendation.

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 need for any further consultation.